To be a FINAH Report Consumer
- User must belong to an Active Directory (AD) group that has access to the folder where the report developer has saved their report in Cognos/Tableau
- Go to bah.ucsd.edu > Budget & Finance > Request Access
To be a FINAH Report Developer, you must have access to Oracle in one of the following roles:
- UCSD BI Consumer JR
- UCSD BI Author JR
- UCSD BI Modeler JR
- UCSD BI Administrator JR
To request Standard Roles: UCSD BI Consumer JR
Option 1) Attend required training: Financial Reporting Demo
Topics Covered: Oracle overview, Oracle BI folder structure, and How to execute Oracle reports (1 hr video)
2) Submit an Oracle and Concur Role Request for access, details below.
3) . Request the 'UCSD BI Consumer JR' role AND check the box for FINAH Report Developer access. Instructions include screenshots.
Option 2: If you have 'UCSD BI Consumer JR' access and would like FINAH Report Developer access, email busintel@ucsd.edu to request requesting to be a FinAH Report Developer with a screenshot an attachment of your UCSD BI Consumer JR Oracle access.
To see who is in what Oracle roles go to
Oracle Shared folders>Custom>UCSD Campus>UCSD Campus Reports>User Roles Report>Campus User Roles Report.| Oracle Role Type: Role |
|---|
| Report Builder Ability | Folder Access | |
|---|---|---|
UCSD BI Consumer JR (Standard role) |
Will need to request FINAH Report Developer access |
as part of requesting Oracle role. Can email busintel@ucsd.edu |
requesting FINAH Report Developer access if they miss the check box in the Oracle and Concur Role Request form. | Report Developer Discretion |
UCSD BI Author JR or UCSD BI Modeler JR or UCSD BI Administrator JR (Elevated role) |
About: Financial Accounting
Related to: Oracle Financial Reporting
| Automatically gets access to FinAH as a Report Developer |
| Report Developer Discretion |