Viewing Reports in Oracle General Ledger

If the report contains dimensions on the user POV, they are displayed above the report or book or in the Point of View panel. Setting dimensions on the user POV enables modification of the dimensions, which results in a modified POV and requires regeneration of the report or book.

Note:

In the BI Catalog, you can display the current user POV settings page before reports or books are run. Current user POV settings can be edited after reports or books are run.

Reports viewed in PDF are generated using the user POV and output in PDF. Reports with multiple page members are generated for all page members and displayed in Acrobat Reader. HTML reports are generated using the user POV.

  To view a report:

  1. Perform an action:

    • In Oracle General Ledger, highlight a report, select HTML or PDF, and then proceed to Step 4.

    • In Planning and Budgeting Cloud Workspace, click Open Workspace. and then proceed to Step 2.

  2. Select Navigate, then Open, and then BI Catalog.

  3. In BI Catalog, select a report or book that has prompts, and then click Open.

    The file opens in PDF or HTML depending on how it was set in Preferences

  4. Change a User POV or Grid POV by double-clicking on the POV.

    When the User POV Settings page is displayed, you can change the settings or accept the default.

  5. Click OK.

  6. To refresh the report with a different User Point of View, select View , and then Preview User Point of View.

  7. In Preview User Point of View, click Select to change one or more dimension selections.

  8. In Member Selection, select another member, and then click OK.

    The report is refreshed.