While refreshing a report, you will see the following error message if you don't have access to one or more inquiries needed by Velixo Reports:
"An error occured while refreshing data from https://yoursite/OData/VelixoReportsPro-*******. The remote server returned an error: (403) Forbidden. Please ensure that you have the necessary access rights to that inquiry. The data that was previous cached will be used."
The inquiries used by Velixo Reports are created in the Hidden folder (Data Views starting with 2019 R2) of the site map, and inherit the permissions set on the folder. By default, every role access to this folder, however your system administrator may have defined access rights that will be inherited by the Velixo Reports inquiries. To verify the permissions, open the Access Rights by Screen page (SM.20.10.20) and click the Hidden folder (or Data Views if you're using version 2019 R2 or later):
All the inquiries used by Velixo Reports are prefixed VelixoReportsPro-****:
When Not Set is assigned to all roles, every role has access to the inquiry. As soon as you set access rights for a role, access to the inquiry is denied for every other role that do not have an access right set. One of the following access rights should be set for the roles that require access to Velixo Reports: View Only, Edit, Insert, Delete.
For additional information on access rights levels, refer to this article on help.acumatica.com: Levels of Access Rights
You can optionally use your browser to check if the Generic Inquiries that are exposed to OData can be accessed by a specific user:
- In a web browser, enter the OData URL in the following format: Instancename/odata/CompanyName
Note: Company name is needed in case there are multiple companies in the same instance
- Enter credentials for accessing the ERP instance (note: you must use the login@Tenant format when accessing the OData URL)
- A list of Generic Inquires exposed to OData will be displayed in XML format
- Review the list of Generic Inquires and ensure that all the inquiries named VelixoReportsPro-**** setup in your system are listed: