Creating a Financial Report... by default there is...
# generale
ericbirdsall
03/12/2021, 8:23 PMCreating a Financial Report... by default there is an uneditable filter of Budget Category. But I don't want all employees to see other Budget Categories... possible to limit who can see certain Budget Categories? or get rid of that filter somehow?
k
KevinJ of Kansas
03/12/2021, 8:34 PMa budget vs actual report? or a standard financial report?
KevinJ of Kansas
03/12/2021, 8:35 PMyou are probably SOL on this one
e
ericbirdsall
03/12/2021, 8:39 PMI was actually silly. Looks like if you create a financial report using the Financial Report Builder, that filter is uneditable. But if you just customize the base "Income Statement" report, you can get rid of that filter
ericbirdsall
03/12/2021, 8:44 PMActually- that's wrong. The filter still shows up... was just in a different order so I thought it disappeared
k
KevinJ of Kansas
03/12/2021, 8:44 PMand you can't uncheck the "show filter" box?
e
ericbirdsall
03/12/2021, 8:45 PMNope - set to Yes and greyed out 😕
k
KevinJ of Kansas
03/12/2021, 8:49 PMmy usual method for ganking it didn't work either. (inserting a different filter above it)
KevinJ of Kansas
03/12/2021, 8:50 PMSounds like maybe a good use case for Oracle PBCS or another budget tool
e
ericbirdsall
03/12/2021, 9:56 PMSo your suggested hack worked for me. I clicked on that uneditable filter and hit "Insert" and chose a random field... and it overwrote the Budget Category filter
ericbirdsall
03/12/2021, 9:57 PMOddly... I still can't hide it from filter and now it shows a filter of Year with a blank text area.... but at least no one can see all the budgets
4 Views