You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Permissions for Smartview module

Accepted answer
78
Views
11
Comments
edited Jan 30, 2019 4:28PM in Integrations and Extensions 11 comments

Summary

What permissions in Fusion Financials database are needed to access Smartview?

Content

I have used different training documents to get the Smartview Excel add-in running.  Everything appears to work regarding pulling general ledger accounts, slicing and pivoting different parameters, and running an ad-hoc analysis.  However, the only result I have is the first cell displays "#No Access".  In some of the videos I watched, this result would show "#Missing" until the query was complete, at which point it would pull in the appropriate numerical data for further analysis.

My assumption is that I lack permissions to areas of the general ledger, but I don't know what access is needed and as such don't know who I need to reach out to internally to grant this access. Any help or a push in the right direction is greatly appreciated.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!