Financial Reports

Financial Reports provide review and printing capabilities. The Financial Reports provided with Tax Provision are designed to meet normal anticipated requirements, but you may create additional reports if required.

For details on developing Financial Reports, see the Oracle Hyperion Financial Reporting Administrator's Guide.

The individual Financial Report files are saved as DES files but are included in a ZIP file.

The report files are stored in the Financial Reports folder of the sample tax application.

  To install the report files as a batch:

  1. From the LCM Package subfolder, unzip the FR_TaxProv.zip file containing the LCM objects.

  2. Import the LCM objects to the application. For instructions, see the Oracle Enterprise Performance Management System Lifecycle Management Guide.

    Note:

    The database connection may be different than what was used to create the reports, so you must update it either while importing or after importing.

To import the reports, perform the following steps in order.

  To import the report files:

  1. Ensure that the correct directory (folder) structure exists in the Repository.

    1. Log into EPM Workspace.

    2. Select Navigate and then Explore, or select Explore to open the Explore pane.

    3. Create the following structure if it doesn't already exist (the Root folder should already exist):

      Root\Financial Reports\Tax

  2. Import the company logo report object (CompLogo.roi file) into the Repository's Root folder.

    Note:

    This step must be done before importing the report definitions (see step 5).

    1. Log into EPM Workspace.

    2. Select Navigate and then Explore, or select Explore to open the Explore pane.

    3. Select the Root folder.

    4. From the menu, select File, then Import, and then Financial Reporting Documents.

    5. Click Browse to browse to the CompLogo.roi file.

    6. Select the file, and then click Open.

    7. Click Import.

  3. Import the report objects (*.ROT and *.ROG files) into the Repository's Financial Reports\Tax folder.

    Note:

    You must do this step before importing the report definitions (see step 5).

    Before you begin, note that report and report object files can be imported one file at a time, or multiple files at a time if packaged together in a ZIP file. For multiple files, using a ZIP file is much faster.

    1. Log into EPM Workspace.

    2. Select Navigate and then Explore, or select Explore to open the Explore pane.

    3. Select the Tax folder under the Financial Reports folder.

    4. From the menu, select File, then Import, and then Financial Reporting Documents.

    5. Click Browse to browse to the ZIP file that you created that includes all of your report object files (*.ROT or *.ROG), or to an individual report object file.

    6. Select the file, and then click Open.

    7. Click Import.

    8. Repeat this process until all *.ROT and *.ROG files are imported. If you use a ZIP file, it should only require one import process.

  4. If you are running the reports for a Tax application that contains more than the five provided Custom dimensions, you must convert the report definition files before you can import them. To convert the report definition files, run the UpgradeTaxObjects utility on the files.

    Note:

    The UpdateTaxObjects utility is located in the installation zip in the Utilities folder. See the UpdateTaxObjectsUsage.txt file included with the utility for instructions, and the UpdateTaxObjects.bat file as an example.

  5. Import the report definitions (*.DES files) into an existing Repository folder.

    Before you perform this step, ensure that report objects have already been imported (see step 3).

    Before you begin, note that report and report object files can be imported one file at a time, or multiple files at a time if packaged together in a ZIP file. For multiple files, using a ZIP file is much faster.

    1. Log into Oracle Hyperion Enterprise Performance Management Workspace.

    2. Select Navigate and then Explore, or select Explore to open the Explore pane.

    3. Note that you can import reports to any folder in the Repository. All of the reports for one Tax Provision application must be imported into the same folder. Report objects must reside in the Financial Reports/Tax folder.

    4. Select the Tax folder under the Financial Reports folder (or any other folder in the Repository).

    5. From the menu, select File, then Import, and then Financial Reporting Documents.

    6. Click Browse to browse to the ZIP file that you created that includes all of the report definition (*.DES ), files, or to an individual report definition file.

    7. Select the file, and then click Open.

    8. Click Import.

      The Select Database Connection dialog is displayed.

    9. From the Replace With drop-down list, select the name of the Database Connection that you created that points to your Financial Management server and tax application.

      Tip:

      If you haven't already created the database connection, you can create one by selecting Create Database Connection, then select the connection from the "Replace With" drop-down list.

    10. Click OK.

    11. Repeat this process until all *.DES files are imported. If you use a ZIP file, it should only require one import process.

Note:

Sample Reports are designed to work only with the sample data provided with the application. Some changes may be required for the sample reports to render all data properly with your metadata.