Formatting System Reports

Financial Management provides sample system report templates, including HFM-Format and Oracle Business Intelligence Publisher templates.

HFM-Format report templates are used for reports that are generated from the Financial Management Desktop. When you generate the reports, the data is exported to XML, and you can then apply a style sheet and view the report in HTML.

During the installation process, HFM-Format report templates are installed on the application server in the following directory: Hyperion_Home\products\FinancialManagement\Server Working Folder\Report Style Sheets.

BI Publisher report templates are used for the following types of reports on the Web: Intercompany, Journals, Intercompany Transactions, Intercompany Matching by Account, Intercompany Matching by Transaction ID, Equity Pickup, and Security Reports.

Note:

BI Publisher templates for Explore Data system reports are not included at this time.

BI Publisher reports provide these formats: PDF, RTF, HTML, and XLS. To customize the templates, you must install and configure Microsoft Office Word 2000 or later and Oracle BI Publisher Desktop. You can then use BI Publisher to customize templates and update reports. See Modifying BI Publisher Templates.

Note:

If you want to retain a customized template when you upgrade or uninstall Financial Management, back up the template in a separate directory before you uninstall.

During the installation process, BI Publisher report templates are installed on the application server in the following directory: Hyperion_Home\products\FinancialManagement\Server Working Folder\Report Style Sheets\Templates.

  To format system reports:

  1. Open a report.

  2. From Select Report Format, select an option:

    • HFM-Format

    • PDF

    • RTF

    • HTML

    • XLS

  3. From Select Template, select a template, and click OK.

    Note:

    The list displays the templates, including sample templates, that are stored in the Report Style Sheets\Templates directory. For example, the Journals sample template is named journals.rtf.

  4. If necessary for the report, select report overrides, and click OK.

Note:

To print reports, see Printing Reports.