How to setup Financial Reporting security – D365 Financial and operations

#financialreporter

Dynamics 365 Finance

The article discusses the need to set up the "Assign organizations" feature on a user's role to restrict access to other company's data in the financial reporter.
If reporting tree definitions are being used in the reports, it is necessary to set up unit security on the reporting tree.
To set up unit security, the user needs to click "New" and then "Group" in the report designer.
Members are added to the group to define it in the "Unit security" section of the reporting tree.
After setting up the unit security, the report needs to be regenerated.
The result should be verified to ensure that the desired access restrictions have been implemented successfully. Thought: The summary includes the key points and main ideas from the article, providing a concise and informative overview of the topic.

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