Reporting and Analysis Roles

RoleDescription
Power Roles

Reporting and Analysis Administrator

Conditionally accesses all resources (unless the file is locked by “no access”), but not all functionality; accesses the Administer and Impact Manager modules

Applies to Financial Reporting, Oracle's Hyperion® Interactive Reporting, Oracle's Hyperion® SQR® Production Reporting, and Web Analysis

Reporting and Analysis Global Administrator

Universally and implicitly accesses all resources and functionality; accesses the Administer and Impact Manager modules

Note:

Reporting and Analysis Global Administrators can never be denied access.

Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis

Content Manager

Manages imported repository content and execute tasks, with implicit access to all resources (unless the file is locked by “no access”); contains the Data Source Publisher role

Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis

Data Source Publisher

Imports data source connectivity files

Applies to Interactive Reporting and Web Analysis

Favorites Distributor

Pushes content to users’ Favorites folders using the Favorites Manager

Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis

Job Manager[1]

Creates and manages public job parameters, output directories, and output printer locations

Applies to Interactive Reporting and Production Reporting

Schedule Manager

Creates and manages events, calendars, time events, public parameters, and physical resources; creates batches; contains the Scheduler and Job Manager roles

Applies to Financial Reporting, Interactive Reporting, and Production Reporting

Interactive Roles

Analyst

Accesses interactive content using full analytic and reporting functionality

Applies to Financial Reporting, Interactive Reporting, and Web Analysis

Content Publisher

Imports, saves, and modifies batches, books, reports, and documents; creates and modifies shortcuts and folders. Deletes datasources and database connections in Financial Reporting via EPM Workspace.

Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis.

Data Editor

Pushes Web Analysis data to Essbase

Job Publisher*

Imports and modifies documents, jobs, and job output; runs jobs; contains the Smart Form Publisher role

Applies to Interactive Reporting and Production Reporting

Personal Page Publisher*

Publishes Personal Pages to the repository, where they can be viewed by other repository users; contains the Personal Page Editor role

Applies to Interactive Reporting andProduction Reporting

Report Designer

Accesses authoring studios to create and distribute documents

Applies to Financial Reporting and Web Analysis

Scheduler

Schedules jobs and batches using the Schedule module; navigates the repository and assigns access control; contains the Explorer and Job Runner roles

Applies to Financial Reporting, Interactive Reporting, and Production Reporting

Smart Form Publisher*

Loads custom forms for programs (forms prompt job runners to enter information used to define jobs)

Applies to Production Reporting

Note:

You must have the Job Publisher role to leverage Smart Form Publisher functionality.

View Roles

Dynamic Viewer*

Views, reprocesses, and prints Interactive Reporting documents.

Explorer

Lists repository content in the Explore module and in context using the Open dialog box; searches, views, and subscribes to content

Note:

Access to the repository does not grant access to individual files and folders, which are secured by file properties and permissions

Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis

Interactive Reporting Viewer*

Reviews and prints static Interactive Reporting documents

Job Runner*

Runs jobs and views public job parameters and physical resources

Applies to Interactive Reporting and Production Reporting

Personal Page Editor*

Creates, modifies, and customizes Personal Pages; copies content from other users' published Personal Pages

Applies to Interactive Reporting and Production Reporting

Personal Parameter Editor

Defines points of view and personal parameters on database connections to customize query result sets

Applies to Interactive Reporting, Production Reporting, and Web Analysis

Viewer

Reviews EPM Workspace content; content is static and accessible only from the Favorites folder

Note:

This role provides minimal end-user functionality; use it only when no other role assignments are possible.

Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis

System Roles

Trusted Application

Enables credentialed client-server communication of Interactive Reporting database connection files (.oce extension) that encapsulate connectivity, database type, network address, and database user name information

1 This Reporting and Analysis role does not apply and should not be assigned to Financial Management and Planning users who access Financial Reporting or Web Analysis through EPM Workspace.