Security for Transactional Reports

Document number: 11279

 

 

Transactional reporting security is based upon the security in Customer1. A user will only see those Opportunities or Leads that they are associated with. They either need to be the Sales Owner or on the Sales Team. A sales manager, however, will see their sales reps' Opportunities and Leads.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 07/25/2001