Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 About Financial Reporting
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3
Using the Explore Repository
- About the Explore Repository
- Using a Single Instance of the Explore Repository
- Granting Access Permissions to Document Repository Users
- Personalizing the Explore Repository
- Managing Items
- Managing Files and Folders
- Using URLs in the Explore Repository
- Searching for Items in the Repository
- Using Smart View
- Setting Permissions
- Working with Properties
- 4 Setting Preferences for Financial Reporting
- 5 Managing Database Connections
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6
Designing Documents for Financial Reporting Books
- About Files, Folders, and Documents in the Explore Repository
- Creating Documents
- About Books
- Creating Books
- Adding Reports and Documents to Books
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Working with Members
- Selecting Members for a Document in a Book
- Limiting the Members That Can Be Selected
- Selecting the User Point of View as a Member in the Book Point of View
- Assigning Members Using Functions
- Selecting Multiple Members Based on Criteria
- Searching for Members
- Changing Page Members
- Changing Members for Grid POVs
- Copying Members from One Report to Another
- Previewing Selected Members
- Removing All Members from a Report or a Book
- Opening, Renaming, and Saving Books
- Viewing Reports, Books, and Snapshot Books
- Printing Reports, Books, and Snapshot Books
- Opening a Snapshot Book That Has the Same Name as Other Financial Reporting Objects
- 7 Designing Batches
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8
Scheduling Batches
- About Scheduling Batches
- Scheduling a Batch to Run
- Scheduling Batch Bursting
- Batch Scheduler Operations
- 9 Using Annotations
- 10 Using the Annotation Manager
- 11 Accessing Financial Reporting From a Mobile Device