General Financial Reporting Preferences

Table 1. General Financial Reporting Preferences

PreferenceDescription
Default Preview ModeHow to preview documents (HTML or PDF)
User Point of ViewWhether to display the user point of view prior to running a report

Click Setup Members to select the members you want to be available when using the User Point of View. See Setting Up the User POV for Financial Reporting Documents for more information.

Merge Equivalent PromptsWhether to respond only once or consecutively to prompts and variables that are repeated
Annotation Print DetailsHow to print annotations

  • Use Footnote Details—Create a system-defined footnote. Generic formatting is applied and system-defined sizes and fonts are used. To enable this option, select Details in the Annotation Printing Preferences drop down.

  • Use Footnote Text Object—Use the footnote function in the report's text object to print annotations. Footnote functions are created by the report designer. This option provides more flexibility for formatting and printing annotations. For example, the footnote function may specify to print only grid annotations with different size, font, and color to be applied to the heading and content. To enable this option, select Text Object in the Annotation Printing Preferences drop down.

Query-Ready Mode

How to export a Financial Reporting report

  • Export Mode

    • Smart View exports the report as an Oracle Smart View for Office file.

    • Simple Excel opens the exported file in Microsoft Excel.

    • Disabled hides the query-ready link when the report is displayed using HTML Preview.

  • Export To

    • New Worksheet opens the exported report as a new sheet in an existing Excel workbook.

    • New Workbook opens the exported report as sheet 1 in a new Excel workbook.

Note:

Export To options apply only when Export Mode is set to Smart View. These options are not available when Export Mode is set to Simple Excel.

Thousands SeparatorComma, Period, Underscore, or Space
Decimal SeparatorComma, Period, Underscore, or Space
Date Value FormatHow Essbase date values are rendered in a Financial Reporting report

A cell within a grid can return a date value, which is stored as a numeric value in Essbase. When the cell returns the date value, it is displayed in Financial Reporting “ in mm/dd/yyyy” format.