Symptom / Cause
While refreshing a report, an error message will appear if you don't have access to one or more inquiries needed by Velixo Reports:
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 has 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 that Velixo Reports uses will have the prefix VelixoReportsPro-. See the figure below.
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 does 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, and Delete.
For additional information on access rights levels, refer to this Acumatica help article: Levels of Access Rights
Optionally, follow these steps 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: CompanyName is necessarym in case there are multiple companies in the same instance.
- Enter the credentials for accessing the ERP instance.
NOTE: You must use the login@Tenant format when accessing the OData URL).
- A list of Generic Inquires that are exposed to OData will appear, in XML format.
- Review the list of Generic Inquiries, then ensure that all the inquiries named VelixoReportsPro-**** that have been setup in your system are shown in the list: