Tasks, other than previewing, performed through EPM Workspace.
Customize report and book elements. For example, change the POV before or after running the report or book.
Export reports, snapshot reports, XML (report-definition file), PDF, HTML, Word, Excel, or PowerPoint.
Use Related Content to link to Financial Reporting reports and EPM Workspace URLs.
Subscribe to Financial Reporting documents to receive e-mail notifications when reports are modified and add notifications to your favorites.
Modify permissions to Financial Reporting documents.
Organize the e-mail recipient list.
Types of reports and books available from the Explore module:
Reports—Populated with data from data sources; users can customize by selecting members.
Snapshots—Contain static data for a specific point in time; populated with data when saved.
Books—Contain sets of dynamic reports and, optionally, tables of contents. Reports are run for all specified member combinations.
Snapshot books—Contain sets of snapshot reports and, optionally, tables of contents; can be viewed for multiple POVs.
Designers incorporate EPM Workspace features into reports and books to enable viewers to perform tasks:
Table 3. EPM Workspace Features
Reports | Snapshots | Books | Snapshot Books | |
|---|---|---|---|---|
Prompt | Yes | No | Yes | No |
User POV | Yes | No | No | No |
XML, HTML, and PDF | Yes | Yes | Yes | Yes |
Page Axis | Yes | Yes | Yes | Yes |
Expansions | Yes | No | No | No |
Related Content | Yes | No | No | No |
Grid POV | Yes | No | No | No |
Data Security[1] | Yes | No | Yes | No |
E-mail Links | Yes | Yes | Yes | Yes |