We have a situation in that there are more than 40 Dept’s in the Ledger data, with a number of Managers.
The Managers need to report on just the Dept’s that they manage, which might be anywhere from 1-6 different Depts.

We have various Statements that we want to run by Department, or by a Department Group (consolidating a few Dept’s into one Group).

Currently, we are saving the Statements in files that are available to all the Mgrs.

Question: Is it possible to limit the Statement by Manager, such that each user will only be able to run the Statement by those Dept’s that they manage?
We would like to filter out all the other Dept’s that each Mgr is not responsible for.

Hi Sam,

When logged in as the system user, you can limit which departments others users can access in the financial reporter. So which they can access the same statement, they can only see the department(s) or department group(s) that you have enabled for them. If you are going to have different statements for different mangers, that is fine too. If a department manager opens up another statement it will either be blank or only be populated with their department details, depending on how you have setup the statements to work.

I don't know of a way of blocking the users from accessing the different statement files, besides saving them in different folders and getting windows permissions involved, which seems like overkill. So while you can limit their access once they open the statements to only see their details, you can't limit the statement files themselves.

Lauren

Hello Sam,

Yes, look into Departmental Restrictions in Financial Reporter.

Very helpful!
Thank you.