Oracle Transactional Business Intelligence

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How to customize self Service Licenses to have drilldown capabilities to access OTBI & drilldown?

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When a Self-Service user with a Self-Service license uses our AR Inquiry tool (custom report built for Self-Service AR) in OTBI, they cannot drilldown into the transaction in a view only status

The client is utilizing Self Service Reporting Role. This AR role was created per the documentation

https://docs.oracle.com/en/cloud/saas/applications-common/24d/faser/self-service-reporting-duties.html%29.  To this point, we are only seeing issues drilling into transactions for users that are assigned this role. Client does not want to utilize the seeded AR Specialist role for these users.

Confirmed the Accounts Receivables Specialist role is working as expected with the drill down into the transaction

Answers

  • Hi Enrique, To better serve you, I have moved your post to the Reporting and Analytics for ERP forum since its specific to AR subject areas/use cases. Thank you.

    Moved to: https://community.oracle.com/customerconnect/discussion/819254/how-to-customize-self-service-licenses-to-have-drilldown-capabilities-to-access-otbi-drilldown