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How to enable the users to view the financial reports omly for the specific subaccounts for which they have the access

  • June 12, 2026
  • 3 replies
  • 23 views

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We have a requirement to provide users access to financial reports only for the subaccounts they are authorized to view. How can this be achieved? I have already tried using restriction groups. But seems it doesn’t restric users by viewing the other subaccounts.

3 replies

BenjaminCrisman
Acumatica Employee
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@michellew86 As you noticed, restriction groups only stop someone from entering these values, not viewing them on a report. You would need to maybe create separate reports and grant or revoke access based on the accessible subaccounts that can be viewed in the report.

Have you already tried this?


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  • Author
  • Freshman I
  • June 12, 2026

Hi ​@BenjaminCrisman  Thanks for the response. I was thinking the same, but I hadn’t tried it yet and wanted to check if there were any other direct options available.


WillH
Semi-Pro II
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  • Semi-Pro II
  • June 15, 2026

@michellew86  - I can’t see a direct reference to restricted entities like subaccounts available for reports/Generic Inquriies, which makes sense to me since it’s part of the security layer.

 

I think ​@BenjaminCrisman ‘s suggestion is the best one, it’ll be cheaper an easier than doing this a fancy way to just make extra copies of the report/GI to be run by each specific person/set of people.


If you really want to be able to have 1 report that swaps dynamically around you’d have to build yourself a key of where the restriction groups map somewhere, which will be fundamentally less secure.