Security and Report Distribution with D365 Financial Reporting

Security and Report Distribution are important considerations for handling your financial statements. D365 Financial Reporting lets you easily control who has access to reports and data from your general ledger and how and where they can access them. Learn how to restrict user access by report as well as restrict report data by company, department and account-level within a report. Includes overview of security options, report scheduling and options for viewing reports. 

Key Takeaways: 

– Using Report Groups to run multiple reports simultaneously and publish as a group Using Report Scheduler to schedule reports or groups to run at a pre-determined time 

– Learn what options are available for distributing reports (Report Library, Shared Folder, SharePoint) 

– Security options in Financial Reporting: Security by User, Tree Security