02-22-2022 07:19 PM - last edited on 05-23-2023 08:45 AM by JackLacava
Hi All,
We have a requirement to get journal report for all entities irrespective of which workflow was used to post the journals
Example - There are different BU related workflow ( example BU M workflow )which has individual BU related entities assigned and there is another work flow - Central Group Adjustments which does not have any entity assignment.
Users from BU M workflows would like to see all the journals posted via Central Group Adjustments which are related to BU M entities.
We have different securities for each BU workflows and Central Group Adjustments as well. Basically all BU users should not have access to Central Group Adjustments workflow , but they would like see / view all the journal posted for respective workflow assigned entities.
We can always have an option to give read only access to Central Group Adjustments , but just wanted to check if there is any report which shows all the journals posted from another workflows as well ( assuming users have access to those entities but not the workflow)
Thanks in advance,
Cheers
AJ
02-23-2022 01:33 PM
I don't know if you looked at the Standard Application Reports from the Marketplace. There is one specifically called Journal Reports under Data Entry. This report allows you to see journals by status, by entities and accounts. Even if you don't like the report, you can copy how it is set up and modify it.
You will need to look at your security, because if users do not have access to view the journals, no report will work.
02-23-2022 05:46 PM
Thank you @PFugereCSO
I will check it as well.
Users do have access to journals which they have posted via their workflows , however requirement here is to get the all journals posted via different workflows for same entities.
I will look for marketplace solutions.
Thanks
Amol
09-07-2022 12:05 PM
Hello all,
Similar to the question posed above, we have successfully installed the "Standard Application Reports" marketplace solution and can view the "Journal Detail" reports by workflow based on the user's selected Workflow POV. Is there a way to leverage this same report to pull all journals for all workflows, regardless of a user's selected Workflow POV?
Thanks,
Nick
09-07-2022 12:54 PM
I believe you would need to customize the report to do it, but it can be done.