Which Tasks Should I Do First?

Explains, to an administrator, what tasks to do.

When starting to use Narrative Reporting, perform these tasks after reading this topic.

All Users

Learn about Narrative Reporting in Learn about Narrative Reporting.
See which tasks you should start with in Which Tasks Should I Do First?
Find out about browser requirements as well as other requirements in Prerequisites.
Find out how to access an instance of Narrative Reporting in Accessing EPM Cloud.
Upload your photo, check the language and time zone, and set any other preferences listed in Managing User Preferences.
Get familiar with Narrative Reporting by watching videos: Overview: Report Package Part 1 in Oracle Narrative Reporting and Overview: Report Package Part 2 in Oracle Narrative Reporting, Learn about Smart View, and reading this topic, Using the Library.

Administrators

Learn about Narrative Reporting in Learn about Narrative Reporting.
See which tasks you should start with in Which Tasks Should I Do First?
Get familiar with these additional features by watching these videos: Learn about working with applications, models, and dimensions and Learn about Security.
For information to help you configure Oracle’s Sender Protection Framework (SPF) see Configuring SPF Record for Oracle Cloud Email Verification
Set the daily maintenance time in Settings. See Setting Service Maintenance Time.
Create users and assign roles. See Creating Users and Assigning Roles.
Review Known Issues on My Oracle Support where you can see if any known issues or helpful work arounds exist for this release.
Review Readiness Information for Narrative Reporting, where you can review information about what’s new in each release.
Join Customer Connect, where you can join discussions, ask questions, and share information.