D365 Finance and operation

To restrict access to view other company’s data in financial reporter, we need to set up the “Assign organizations” on user’s role,

Reporting Tree

In case if you are using reporting tree definition on the reports, then we need to set up Unit security on the reporting tree.

1.Click “New” – “Group” in report designer.

2. Add members in the group.

3. Define the group in “Unit security” in Reporting tree.

4.Regenerate the report and verify the result.