In This Section:
The Financial Reporting Preferences dialog box contains two tabs; the General tab for setting EPM Workspace preferences and the Financial Reporting Studio tab for setting client preferences.
To set Financial Reporting preferences:
Select File, then Preferences, and then Financial Reporting
.
From the General tab, select HTML Preview or PDF Preview to indicate default preference when previewing documents.
Select On to enable the User Point of View to display prior to running a report, or Off to disable the display of the User Point of View. Off is the default setting.
Select Setup Members to select a database connection and members you want to have available when using the User Point of View. The Setup User POV dialog is displayed. See the Setting Up the User POV for Financial Reporting Documents for more information.
Select Merge Equivalent Prompts to respond only once or deselect to respond consecutively to prompts and variables that are repeated multiple times.
Note: | The setting for Merge Equivalent Prompts takes precedence in the EPM Workspace. However, if the Merge Equivalent Prompt is not set in EPM Workspace, the default setting in the JConsol.exe file is used. For information on JConsole, see the “Property Information” topic in the Oracle Hyperion Financial Reporting Workspace Administrator's Guide. |
Select Annotation Print Details to specify how annotations should print. See Setting Annotation Printing Preferences.
From Export to Office Application, select the approved version of Microsoft Office that you have installed.
Select a character for the Thousands Separator. The options are Comma (,), Period (.), Underscore (_), and Space.
Select a character to represent decimal points (for example, 1,000.06) for the Decimal Separator. The options are Comma (,), Period (.), Underscore (_), and Space.
To render Oracle Essbase date values correctly when encountered in a Financial Reporting, report, select a date value format from the Date Value Format drop-down. This option supports Essbase data values which return a date value. You can specify how you want to format such a value. A cell within a grid can return a date value (which in Essbase internally is stored as a numeric value). When the cell returns that value Financial Reporting needs to show it as a date (in mm/dd/yyyy format. This preference specifies what format to use.
From the Financial Reporting Studio tab, use the drop-down menus to activate default Financial Reporting Studio settings.
Language—The language to display on the designer labels.
Note: | Your Web browser language defaults to your computer language setup. To change the language, Select Help from the Web browser menu and search on how to change the language. |
Units—The default units setting on the report designer; Inches or Centimeters
Guidelines—The background settings on the report designer; Color, Style (dot or line), and Snap to Guide Line settings
To use the XBRL functionality in Financial Reporting, select Enable XBRL Editing. See the Oracle® Hyperion Financial Reporting Studio, Fusion Edition User's Guide.