Roles and reporting

Reporting features in Financials & Supply Management are available based on user roles. Each role has access to menus in FSM and to Birst dashboards that represent the type of information available for reporting. This table shows the type of reporting information available for each role:

Note: Role management for Financials & Supply Management Analytics for EPM Platform is managed separately from FSM security roles. Security for these reports is managed in EPM Platform.


Role Name	Standard application reports and list	Birst Dashboards
Approver	All reports and lists
Asset Analyst	Asset Accounting	Asset Management
Asset Manager	Asset Accounting	Asset Management
Billing Administrator	Billing	Billing
Billing Manager	Billing	Billing
Budget Analyst	Global Ledger
Budget Controller	Global Ledger
Buyer	Purchasing	Purchasing Requisition Management Returns Management Inventory Management and Processing Invoices Invoiced Distributions Receiving
Cash Accountant	Cash Management
Cash Administrator	Cash Management
Cash Analyst	Cash Management	Cash Management
Cash Manager	Cash Management	Cash Management
Chief Financial Officer	Global Ledger	Global Ledger dashboards Asset Management Cash Management Receivables Management Franchise Management Payables Management
Close Administrator	Close Management
Close Manager	Close Management
Close Resource	Close Management
Contract Manager	Contract Management	Purchasing Requisitions Management Invoices Invoiced Distributions Receiving
Contract Terms Manager	Contract Management
Controller	Global Ledger	Global Ledger dashboards Franchise Management Payables Management Receivables Management
Credit and Collections Specialist	Receivables	Receivables Management
Customer Representative Anonymous	Receivables
Customer Representative Contact	Receivables
Customer Representative Primary Contact	Receivables
EDI Administrator	EDI
Financials Administrator	All Financials
Financials Processor	All Financials	Payables Management Global Ledger dashboards Receivables Management Cash Management Asset Management
Financials Viewer	All Financials
Financial Business Analyst	Global Ledger	Global Ledger dashboards Asset Management Cash Management Franchise Management Payables Management Receivables Management
Franchise Billing Administrator	Franchise Billing	Franchise Management
Intercompany Billing Specialist	Intercompany Billing
Inventory Intelligence Specialist	Inventory Intelligence
Inventory Manager	Inventory	Inventory Management and Processing Requisitions Management
Item Lifecycle Management Administrator	Item Lifecycle Management
Item Lifecycle Management Coordinator	Item Lifecycle Management
Item Lifecycle Management Reporter	Item Lifecycle Management
Item Lifecycle Management Responder	Item Lifecycle Management
Item Master Specialist	Inventory
Lease Specialist	Lease Management
Match Administrator	Payables
Match Specialist	Payables
Order Entry Manager	Item and Order Billing	Order Entry
Par Level Specialist	Inventory
Payables Administrator	Payables Tax
Payables Manager	Payables Tax	Payables Management
Payables Payment Processor	Payables
Payables Processor	Payables
Payables Specialist	Payables Tax
Pricing Manager	Contracts
Project Accountant	Projects	Payables Management Global Ledger dashboards
Project Administrator	Projects	Payables Management Global Ledger dashboards
Project Certifier	Projects
Project Manager	Projects	Payables Management Global Ledger dashboards
Project Resource	Projects
Purchasing Manager	Purchasing	Inventory Management and Processing Purchasing Requisitions Management Returns Management Invoices Invoiced Distributions Receiving
Receivables Administrator	Receivables Tax
Receivables Manager	Receivables Tax	Receivables Management
Receivables Specialist	Receivables
Receiver	Purchasing
Reconciliation Administrator	Reconciliation Management
Reconciliation Auditor	Reconciliation Management
Reconciliation Manager	Reconciliation Management
Reconciliation Reconciler	Reconciliation Management
Reconciliation Reconciler Cash	Reconciliation Management
Requester	Requisitions	Inventory Management and Processing Requisitions Management
School Bookkeeper	Student Activities
School Collector	Student Activities
School Controller	Student Activities
Sourcing Manager	Strategic Sourcing
Staff Accountant	Global Ledger
Supply Management Administrator	All Supply Management	Billing
Supply Management Processor	All Supply Management	Purchasing Requisition Management Returns Management Inventory Management and Processing Billing Order Entry Invoices Invoiced Distributions Receiving
Supply Management Viewer	All Supply Management
Treasury Administrator	Cash Treasury
Treasury Analyst	Cash Treasury
Treasury Manager	Cash Treasury
Warehouse Clerk	Warehouse Purchasing
Work Order Manager	Work Order