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Oracle Report Manager User's Guide
Release 12.2
Part Number E22006-11
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Introduction to Oracle Report Manager

This chapter covers the following topics:

Overview

Oracle Report Manager is an online report distribution system that provides a secure and centralized location to produce and manage point-in-time reports.

Oracle Report Manager users can be either report producers or report consumers. Report producers submit, publish, and set security for reports. Report consumers view and approve reports.

Reports can be published and presented to certain responsibilities without additional security or a variety of security models can be applied, allowing only authorized users to view entire reports or parts of reports. In addition, you can use your templates to integrate reports displayed by Report Manager using your organization's individual style.

Oracle Report Manager:

Report Types

There are four types of reports you can access through the Oracle E-Business Suite Home page:

Office Open XML

Beginning in Release 12.2.5, you can choose to create templates and Financial Statement Generator reports according to the Office Open XML (OOXML) standard, an XML format developed by Microsoft to represent spreadsheets and other types of documents. Using the OOXML format lets you use a higher security setting in Microsoft Excel due to reduced use of macros. This option also minimizes use of desktop resources. See: Set Up Financial Report Template Editor and Financial Statement Generator Reports.

Accessing Oracle Report Manager

The Report Manager Home page provides users quick access to their Oracle Report Manager concurrent requests, as well as links to all report submission and administration features. This page is available from the Report Home menu item in the Oracle Report Manager responsibility, or from a responsibility assigned by the system administrator.

When you access the Report Home menu item, the top level menu in the Oracle Report Manager pages includes the following items, which may appear as icons or tabs with links:

The system administrator can also assign Report Manager menu items for individual features to various responsibilities. Following are the available menu items:

Report access generally varies by responsibility. The following example gives a likely scenario of an implementation of Oracle Report Manager menu items.

Responsibility: General Ledger

Responsibility: Report Manager Administration

Responsibility: Manufacturing Operations

Responsibility: Financial Assets

Responsibility: Accounts Payable

In addition, users access Oracle Report Manager every time they view a report published by it. In this case, the reports being distributed by menu items created by report producers can be placed in any responsibility.

Note that the View Reports page is secured by the FRM_REP_MANAGE_WORKBENCH (Repository Management) function. You must add this function to a responsibility assigned to a user to enable that user to access the page and view reports.

Additionally, the following features are secured by the BNE_ADI_CREATE_DOCUMENT function:

Consequently, you must add the BNE_ADI_CREATE_DOCUMENT function to a responsibility assigned to a user to enable that user to view Microsoft Excel output and to use the drilldown links. You must also add this function along with the Financial Report Template Editor menu item, to enable a user to work with Financial Statement Generator templates.

Report Manager Home Page

The Report Manager Home page provides a single central location from which you can view your Oracle Report Manager concurrent requests, submit reports, and access Oracle Report Manager administration features. You can use this page to monitor your pending and completed Oracle Report Manager requests without having to search for these requests in the standard concurrent processing pages. You can also mark completed requests as favorites for quick access later.

Note: If the ADI: Allow Sysadmin to View All Output profile option is set to Yes and you have the System Administrator responsibility, then the Report Manager Home page displays all Oracle Report Manager concurrent requests. Otherwise, the page displays only the requests that you submitted.

Additionally, this page displays only requests that have not been purged. To determine how long concurrent request information is preserved before purging, consult your system administrator. See: Managing Concurrent Processing Files and Tables, Oracle E-Business Suite Setup Guide.

The home page includes a subtab with links to submit each type of report available through Oracle Report Manager, as well as a subtab with the administration links. These links open in a new browser window or tab, depending on your browser options, so that you can easily return to the home page in the original window.

Note: Your system administrator can use Oracle Application Framework personalization to control which features appear on the Report Manager Home page for each user. In this case, the page includes only the features that your system administrator allows you to access.

  1. Navigate to the Report Manager Home page by choosing the Report Home menu item from the Oracle Report Manager responsibility, or a responsibility and navigation path assigned by your system administrator. To return to the Report Manager Home page from other Oracle Report Manager pages, select Dashboard in the top level menu.

    Report Manager Home Page

    the picture is described in the document text

  2. The Pending, Completed, and Favorite tiles display the number of concurrent requests in those categories, respectively.

    Select the Pending tile to monitor the progress of your Oracle Report Manager concurrent requests until they are completed. To update the data displayed in this region, choose the Refresh button.

  3. Select the Completed tile to review the status of your Oracle Report Manager concurrent requests after they are completed.

  4. Select the Favorite tile for quick access to review the status of completed requests that you have marked as favorites.

  5. Select the icon for the Report Submission subtab to display the links to submit and publish Oracle Report Manager reports.

  6. Select the icon for the Administration subtab to display the links to access Oracle Report Manager administration features.