Can anyone shed some light on the best way to give...
# general
t
Can anyone shed some light on the best way to give users access to a custom P&L report without giving them the Financial Statements permission (so they get all P&L reports which we dont want)? Netsuite support just says its an enhancement request, but surely it can be done?
c
Is it something that the users generate as needed or is the report run on a schedule? If a schedule, you can export it and put it in a folder w/ folder permissions for the users.
r
I believe that's what granting access on the Access subtab (Click Customize on the Report, then go to the More Options tab) does. Per the little blurb there:
Select individual names or group names to give others access to your custom report. Your selection will over-ride the standard, role-based permission associated with the target – please exercise caution in enabling access
You'd probably have to do the same with the detail/drill-down report too or they'd likely get an error if they tried to drill down.
t
Granting access doesnt work - they still get the same permissions error
Re exporting to a folder - do you mean manually?
k
email the report to them on a schedule through NS
n
Confirming RJMNS answer works. I suggest revisiting it. Be sure to use Access, not Audience.
t
Thank you! Sorry I was using audience, works great with Access!