Importing Standard Reports

After FDM is installed, the standard reports file (FinancialDataManagement-Reports11121.zip) is located in the <Oracle Home>/Middleware/EPMSystem11R1/products/FinancialDataQuality/SharedComponents directory. The ZIP file contains the following:

  To import standard reports:

  1. Extract the desired file (StandardReportsOracle1112100Active.xml or StandardReportsSQLServer1112100Active.xml) into <application name>/templates.

  2. From the Workbench desktop, select the Reports tab.

  3. Select File > Import to open the Open Import File dialog box.

  4. Locate and select the standard reports XML file and click Open.

  5. On the Import dialog box, select the General tab and then the Reports folder.

  6. On the Options tab, check Save Existing Machine Profiles to disable the machine profile override, or clear Save Existing Machine Profiles to enable the machine profile override.

  7. If you want to save a custom report group, ensure that Remove All Report Groups on the Options tab is clear.

    If the option is checked, existing report groups are deleted before the application is updated with new reports.

  8. Click OK.

    The Reports directory is displayed on the Reports tab.