Hello, Our CFO wants our Managers to be able to access a single report he created in the Financial Report Designer, but not all of them. Most if not all of our managers are not a member of the “financial” security group so they do not have access to the Financial Reports module. I was thinking tha…

How dynamic is this data? Hourly? Daily? Weekly Monthly? If not too dynamic, you may be better off creating the reports (automatically) and putting them in a place where security is controlled: DocStar, SharePoint (or even a file share. :face_vomiting:) With the former solutions, you can actually …

Hey Mark, This sounds like a decent workaround.I believe the data is a monthly dynamic. By automatically creating the reports, you mean setting up a recurring printing schedule from the financial reports module, correct? We do have a company wide shared drive that would be the best spot to put th…

Thread here talks about the various options. [image] Auto Generate/Save Report PDF Epicor ERP 10 Looking for a way to have a report generated as a PDF and saved to a network share when a field value changes. I can see with a BPM where I could run a report when a field val…

Allow any user to view a single Financial Report?

Epicor ERP 10

Mark_Wonsil (Mark Wonsil) July 15, 2020, 2:25pm 4

Thread here talks about the various options.

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Allow any user to view a single Financial Report?

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