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How to restrict access to only the summary financial reports when using a custom center and role?

edited Jun 2, 2025 2:35PM in Ask A Guru 5 comments

We have created a custom center and a custom role using the custom center for dashboard viewing purposes only.

One of the requirements is that the role should be able to view financial statements but not drill down on the details (i.e., IS and BS - detailed). However, there is no separate permission for the detailed reports.

As a workaround, we have customized a financial report and specifically granted access to the role and user in the custom report while the role has no FS report permission. However, this is a role which is using a standard center in NetSuite (i.e., sales center).

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