Printing Planning Unit Annotations

Administrators can check planning unit status by reporting on annotations for a set of scenarios, versions, and planning unit members. Reports can be based on process status. The planning unit title, author, date, and annotations are displayed. Annotation text displays chronologically, with the most recent entry first.

  To create and print reports for planning unit annotations:

  1. Select Administration, then Application, and then Reports.

  2. Select Planning Unit Annotations.

  3. Under Planning Units, select the Scenario, Version, and Entity combination for which you want to generate a report. If Custom is selected, click Select Members icon to select the custom scenarios, versions, and entities.

  4. Under Approvals Status, select status states.

  5. Click Create Report.

    Adobe Acrobat generates a report with this planning unit information:

    • Application name

    • Selected Scenarios, Versions, and Entities

    • Planning unit title and status

    • Origin date

    • Author

    • Annotation content

  6. Click Print Print icon on the Adobe Acrobat toolbar.

    Note:

    To ensure that multibyte characters display in reports, see “Multibyte Characters” in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide. To see the correct language glyph reflected in the reports, you must also make the fonts available in the java.home directory. The Planning directory points to the location EPM_ORACLE_INSTANCE_HOME\common\JRE\Sun\1.6.0\lib\fonts.