A user assigned a custom role encounters an error when trying to view a Custom Balance Sheet Report: "This report has expired. This report has expired. Please click Refresh to run the report again."
Both the user and their role are included in the Access tab under Financial Report Builder > More Options.
The custom role lacks the following permissions:
- Financial Statements;
- Income Statement; AND
- Balance Sheet
However, the Administrator does not want to provide these permissions to the custom role due to internal policies restricting access to standard financial reports.
To resolve the error, follow these steps:
- Open the Custom Balance Sheet report
- Click Customize button
- Navigate to Edit Layout
- Expand Net Income (Balance Forward to Beginning of Year)
- Change referenced report in Report field to a Custom Income Statement report to which the users have Access to (added in Access tab)
- Do the same for Net Income row
- Navigate to More Options > Access tab
- Ensure that the users and their corresponding role are added
Note: If OneWorld is enabled and custom role's subsidiary restriction is set to USER or SELECTED, ALLOW CROSS-SUBSIDIARY VIEWING checkbox should be marked on the Role record to access the report successfully.
