Saving Books in Oracle General Ledger

You can save books to the catalog as a compilation of reports, Microsoft Word documents, snapshot reports, or reports and snapshot reports. You can replicate an existing book by saving it with the Save As command.

  To save a book in Oracle General Ledger:

  1. From the BI Catalog, right-click a book and select Open in Editor to open it in Book Editor

  2. Select File, and then Save or Save As.

  3. Enter a name and description, select a folder, and then click Save. The report's data will be dynamic when the book is run.

    Note:

    You cannot save a book as a snapshot book from within the Book Editor. Instead, to save a snapshot book, run the book, and, while in the Book Table of Contents page, select Files, and then Save As.

  4. Navigate to the catalog to establish file permissions for the book or snapshot book by right-clicking the book and selecting Permissions.