Using Performance Reporting Home

The procedures in this topic assume that you have created a connection to Oracle Enterprise Performance Reporting Cloud as described in Creating Data Source Connections to Enterprise Performance Reporting, and connected, following the procedure in Connecting to Enterprise Performance Reporting in Smart View

To use Performance Reporting Home:

  1. Connect to Oracle Enterprise Performance Reporting Cloud as described in Connecting to Enterprise Performance Reporting in Smart View to display Performance Reporting Home.

    Figure 18-4 shows an example of Performance Reporting Home.

    Figure 18-4 Performance Reporting Home


    Shows the Performance Reporting Home panel, providing access to the items that require user attention and access to recently accessed items as well as the EPRCS Library node.
  2. To access tasks that require your attention:
    1. In Performance Reporting Home, click Incomplete Tasks or click the corresponding The right arrow icon, appears next to each task category link, Incomplete Tasks, Active Report Packages, Recent Items, and Library.

      Each item in the Incomplete Tasks list consists of a link to help you access the task.

      Figure 18-5 Performance Reporting Home Displaying Incomplete Tasks


      Performance Reporting Home panel, displaying list of incomplete tasks.
    2. In the Incomplete Tasks list, click a task link to open the Task Information dialog box, shown in Figure 18-6

      Figure 18-6 Task Information Dialog Box


      Task Information dialog box, with a link to the applicable report package and a link directly to the applicable doclet.
    3. Perform an action:

      • In Task Information, select either a report package link or a specific doclet or supplemental doclet link.

        The report package, specific doclet, or specific Office-based supplemental doclet is opened for you in the correct Office application in the context of the task you selected. For example, if you are in Word, and click a link for a review task in PowerPoint, then the review instance is opened in PowerPoint.

        Non-Office-based supplemental doclets are downloaded to your download directory where you can open them manually.

      • If the doclet shown in Task Information is ready to be submitted, click the Submit button.

    4. To exit Task Information without performing any actions, click the X in the top right corner of the dialog box.
    5. To return to Performance Reporting Home from the Incomplete Tasks list without performing any actions on tasks in the list, click The left arrow icon in the Incomplete Tasks list
  3. To access active report packages for which you have a responsibility:
    1. In Performance Reporting Home, click Active Report Packages or click the corresponding The right arrow icon, appears next to each task category link, Incomplete Tasks, Active Report Packages, Recent Items, and Library.

      Each item in the Active Report Packages list consists of a link to a report package for which you have a responsibility.

      Figure 18-7 Performance Reporting Home Displaying Active Report Packages


      Performance Reporting Home panel, displaying list of active report packages.
    2. In the Active Report Packages list, click a link to open a report package.

      The report package is opened for you in the correct Office application in the context of the your current responsibility. For example, if you are in Word, and click a report package link for which you have a review task in PowerPoint, then the report package is opened for you in PowerPoint with the review instance ready for you to select in the Report Center.

      Alternatively, to return to Performance Reporting Home from the Active Report Packages list without opening any report packages in the list, click The left arrow icon in the Active Report Packages list.

  4. To access recently-opened items:
    1. In Performance Reporting Home, click Recent items or click the corresponding The right arrow icon, appears next to each task category link, Incomplete Tasks, Active Report Packages, Recent Items, and Library.

      Each item in the Recent Items list consists of a link to a report package that you have recently opened and for which you have a responsibility.

      Figure 18-8 Performance Reporting Home Displaying Active Report Packages


      Performance Reporting Home panel, displaying list of recently opened report packages.
    2. In the Recent Items list, click a link to open a report package.

      The report package is opened for you in the correct Office application in the context of the your current responsibility. For example, if you are in Word, and click a report package link for which you have a review task in PowerPoint, then the report package is opened for you in PowerPoint with the review instance ready for you work with.

      Alternatively, to return to Performance Reporting Home from the Recent Items list without opening any report packages in the list, click The left arrow icon in the Recent Items list.

  5. To access the Oracle Enterprise Performance Reporting Cloud library, see Connecting to Enterprise Performance Reporting in Smart View.