1 Introduction

Oracle Fusion Applications uses the Oracle Business Intelligence platform to provide reports and analytics. This chapter introduces the types of reports included with Oracle Fusion Applications and tools you can use to manage reporting. It includes the following topics:

1.1 Reports and Analytics in Oracle Fusion Applications

Reports and analytics in Oracle Fusion Applications are built with Oracle Business Intelligence platform. When you installed and configured Oracle Fusion Applications you installed the Oracle Business Intelligence components to enable the reporting and analytical features of your applications.

Oracle Fusion applications provide different report types to satisfy different reporting requirements. Oracle Business Intelligence provides several tools to meet the various reporting requirements in Oracle Fusion Applications. The report types and tools are:

Analytics (analyses or analytical reports) are visualizations (such as charts and tables) of a specific set of data. An analysis can be embedded into an application page, or included as a component of a dashboard. Analyses are generally interactive and provide ad hoc analysis capabilities to enable the user to customize the presentation of the data in real time.

Dashboards are a collection of reporting components grouped together to deliver a coherent view of related data. A single dashboard could be comprised of analyses, reports, and prompts, for example. Examples of dashboards include:

  • Employee Expenses dashboard in Fusion Financials

  • Absence and Accrual dashboard in Fusion Human Capital Management

  • Project Management dashboard in Fusion Project Portfolio Management

The analyses and dashboards embedded in your applications can report on real-time transactional data or on historical data. Reports based on real-time data use Oracle Transactional Business Intelligence. Reports based on historical data use Oracle Business Intelligence Applications.

Note:

Transactional Business Intelligence reports are constructed queries and reports that run in real time against the transactional schema supported by a layer of view objects. These are configured and deployed during provisioning.

Oracle Business Intelligence Applications uses Oracle Business Analytics Warehouse, a unified data repository for all customer-centric data that supports the analytical requirements of Oracle Business Intelligence Applications. Oracle Business Intelligence Applications supplies the warehouse database schema and the logic that extracts data from the Oracle Fusion Applications transactional database and loads it to the warehouse.

Operational reports are static reports that meet operational and statutory reporting requirements. Operational reporting includes the generation of high-volume business documents such as payroll and invoices. Oracle Business Intelligence Publisher is the component of Oracle Business Intelligence that provides this functionality within Oracle Fusion Applications. Many reports are delivered with your applications. Examples include:

  • Total Compensation Statement Report (Human Capital Management)

  • Purchase Agreement Report (Procurement/Purchasing)

  • Journals Check Report (Financials/General Ledger)

1.2 Tools for Administering Reports and Analytics

Oracle Business Intelligence includes several components, each providing specific functionality to enable you to modify and administer your Oracle Fusion Applications reports and analytics.

  • Oracle Fusion Applications includes the Oracle BI repository (RPD), which contains the metadata upon which reports and analytics are built. The Oracle BI Administration Tool client is a Windows application that you use to edit the Fusion Applications RPD based on your reports and analytics needs.

    You can use the Administration Tool to perform data modeling tasks such as add new fact or dimension tables, reorganize Presentation layer metadata, and create BI view objects for tables. See Chapter 8: Modifying the Oracle Business Intelligence Repository for Customized Analytics in Oracle Fusion Applications Extensibility Guide for Developers for more information.

  • The Catalog Manager enables you to perform online and offline management of the Oracle BI Presentation Catalog. Tasks that you can perform with the Catalog Manager include managing folders, shortcuts, global variables, and Oracle BI objects such as analyses, filter, prompts, and dashboards; view and edit catalog objects in XML, and search for and replace catalog text.

  • The Oracle BI Presentation Catalog is where you interact directly with your Oracle Fusion Applications reports and analyses. Use this interface to manage permissions, properties, and organization of your reporting components.

  • Use the Oracle Business Intelligence Publisher administration pages to configure settings specific to the running and scheduling of BI Publisher reports, such as setting up your delivery servers, managing scheduler work load, and setting run-time properties for reports.

  • Oracle Enterprise Manager Cloud Control (12c) enables you to monitor your IT environment unattended. Enterprise Manager is delivered with a predefined set of performance and health metrics that enable you to monitor key environment components, access real-time performance charts, and perform strategic tasks such as trend analysis and reporting.

1.3 The Business Intelligence Presentation Catalog: Where You Store and Manage Your Reports and Analytics

Reports, analyses, and dashboards used in applications pages are stored in the Business Intelligence Presentation catalog. The Oracle BI Presentation Catalog stores the applications content in a directory structure of individual files. To administer reports in Fusion applications you must understand how to:

  • Navigate to the Catalog

  • Identify objects in the catalog

1.3.1 Navigating to the Catalog

Navigate to the Oracle BI Presentation Catalog as follows:

  1. On the Navigator, under Tools, click Reports and Analytics.

    Reports & Analytics in the Navigator
  2. In the Reports and Analytics pane, click Browse Catalog.

    Click Browse Catalog

    You are redirected to the Oracle BI Catalog within Oracle Business Intelligence.

    Oracle BI Catalog page

1.3.2 Identifying Objects in the Catalog

Oracle Fusion Applications reports and components are organized by product family in the catalog typically as follows (components may differ by product):

Shared Folders

- Product Family Folder (example: Financials)

- - Product folders (example: Payables)

--- Reporting group folders (example: Invoices)

--- Data Models folder

--- Dashboard reports

--- Prompts folder

--- Report Components folder (contains the analyses)

--- Reports

A sample of this organization is shown in Figure 1-1.

Figure 1-1 Organization of the BI Catalog

Organization of the BI Catalog

Table 1-1 describes the common reporting components that you find in the catalog.

Table 1-1 Most Common Catalog Objects

Catalog Object Description

Analysis

Analysis

Located in the Report Components folder.

Analyses are used primarily by dashboards.

Dashboard

Dashboard folder

Located in the reporting group folder

Prompt

Dashboard Prompt

Located in the Prompts folder

Used in dashboards

Filter

Filter

Located in Prompts folder

Used in dashboards and analyses

Report

Report (Operational report created by BI Publisher)

Located in the reporting group folder

Data Model

Data Model

Located in the Data Models folder

Used by reports created with BI Publisher

Subtemplate

Subtemplate

Located in the reporting group folder

Used by reports created with BI Publisher


1.4 Troubleshooting

For troubleshooting information, see "Troubleshooting Oracle Fusion Reports" in the Oracle Fusion Applications Administrator's Guide.