The following steps are a general guideline to follow when setting up Financial Report access for district personnel. ITCs may customize to better suit their district's needs.
- Gather report information from the district
- If the district had FISCWEB set up in Classic and had filters created in USASEC that were linked to their FISCWEB reports, the USASEC filters will be imported under Account Filters in the Redesign
- If the ITC (or district) has a spreadsheet or something documented on the district’s current FISCWEB setup (including the reports, usernames, USASEC filters), it needs to be reviewed to check for any reports or account filters that are no longer used or are incorrect. Once these are reviewed, make any necessary changes to the Account Filters under Utilities
- Next, set up the Financial Reports in the Redesign
- User Account
- If USASEC filters in Classic were used, those filter names will also create User accounts when imported into the Redesign (by default, they will not be active user accounts)
- For example, if I had a USASEC filter called FISCWEB_CAFE, it will be brought over as an inactive user account in the Redesign with the USASEC filter already loaded into the Filters field
- If USASEC filters in Classic were used, those filter names will also create User accounts when imported into the Redesign (by default, they will not be active user accounts)
- Enable the user accounts you want to create financial report access for, changing the username if desired and adding a custom role.
- Enable the user accounts you want to create financial report access for, changing the username if desired and adding a custom role.
- Creating a Role
- This permissions added to the role depends on the reports you want them to have access to. We recommend creating a universal Financial Report Role
- For example, I can create a Role for called “Financial Reports for District Personnel” adding persmissions that will allow them to generate a Cash Summary, Budget Summary, Revenue Summary and Financial Detail report. Listed below are the permissions that can be granted.
Assign the Role to Users who need those reports
- For example, I can create a Role for called “Financial Reports for District Personnel” adding persmissions that will allow them to generate a Cash Summary, Budget Summary, Revenue Summary and Financial Detail report. Listed below are the permissions that can be granted.
- This permissions added to the role depends on the reports you want them to have access to. We recommend creating a universal Financial Report Role
- Reports
- Create the custom reports that can be shared with this role. For example, customize the Financial Detail report removing some of the configured parameters and adding one for the account filter.
- Once my reports are customized, click on the 'share report definitions with roles' icon on the report grid to share each report with the custom Role.
- Create the custom reports that can be shared with this role. For example, customize the Financial Detail report removing some of the configured parameters and adding one for the account filter.
- Customize User Access
- When enabling the user accounts, you will need to reset their passwords as well. Log into the user account (using the password you created) and go to the report grid, checkmarking the shared reports as 'Favorites' and if necessary, for any activity leger account (i.e. Financial Detail, Budget Activity, etc), click on 'generate report and enter the account filter name the user has access to. The filter name will be saved to the parameter so the end-user will not need to re-enter it. We recommend running all reports the user has access to ensure everything is running properly.