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
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
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) Once you have access, email busintel@ucsd.edu to request to be a FinAH Report Developer.
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 | Training | Report Builder Ability | Folder Access |
|---|---|---|---|
UCSD BI Consumer JR (Standard role) | Financial Reporting Demo | Will need to request Report Developer access. Email busintel@ucsd.edu after you have BI access to Oracle. | Report Developer Discretion |
UCSD BI Author JR or UCSD BI Modeler JR or UCSD BI Administrator JR (Elevated role) | For Oracle BI role inquiries, submit a ticket: | Automatically gets access to FinAH as a Report Developer (in progress) | Report Developer Discretion |