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Contents

• Documentation Accessibility
• Documentation Feedback
• Copyright Page

Setting Preferences for Financial Reporting

• Setting Financial Reporting Preferences
• General Financial Reporting Preferences
• Reporting Studio Preferences

Setting Up the User POV for Financial Reporting Documents

• Setting Up the User POV
• Managing Dimension Members
  • Showing Dimension Properties
  • Arranging the Selected Members
• Displaying Aliases and Descriptions in the User POV for Financial Reporting

Importing Financial Reporting Artifacts

• Importing Artifacts
• Importing Financial Reporting Files

Exporting Financial Reporting Objects

• Exporting Artifacts
• Exporting Financial Reporting Reports and Snapshots to Microsoft Office

Managing Database Connections

• Database Connection Manager
• Adding and Editing Database Connections
• Database Connection Properties
• Selecting an Application and Database Name
• Editing Database Connections
• Deleting Database Connections
• Changing the Database Connection

Using Financial Reporting

• About Planning and Budgeting Cloud Workspace
• Planning and Budgeting Cloud Workspace Tasks
• Interacting with Documents
• Enabling Viewing
• Previewing Financial Reporting Reports and Books
• Logging On to Database Connections
• Viewing Reports
  • Viewing Reports in Planning and Budgeting Cloud Workspace
  • Viewing Reports in Oracle General Ledger
• Printing Reports and Books
• Selecting Members
  • Selecting Members for User POVs
  • Finding Members
  • Changing Page Members
• Changing Members for Grid POVs
• Viewing Snapshots
  • Viewing Snapshots in Planning and Budgeting Cloud Workspace
  • Viewing Snapshots in Oracle General Ledger
• Viewing Books
  • Viewing Books in Planning and Budgeting Cloud Workspace
  • Viewing Books in Oracle General Ledger
• Viewing Snapshot Books
  • Viewing Snapshot Books in Planning and Budgeting Cloud Workspace
  • Viewing Snapshot Books in Oracle General Ledger

Designing Documents for Financial Reporting Batches and Books

• About Designing Documents
  • Batches
  • Books
• Creating Books
  • About Creating Books
  • Considerations When Creating Books
  • Creating Books in Planning and Budgeting Cloud Workspace
  • Creating Books in Oracle General Ledger
  • Book Output
  • Adding a Report to a Book
  • Using Microsoft Word Documents in Books
  • Customizing the Table of Contents
  • Generating Books Through the Batch Scheduler
  • Previewing Books
• Modifying and Selecting Members
  • About Modifying and Selecting Members
  • Adding Column Heading to the Left Panel of the Members Tab
  • Viewing a Hierarchy Other Than the One That is Displayed
  • Viewing the Member Selection Dialog Box from the Oracle General Ledger Inquiry and Reporting Module
  • Available Area in Member Selection
  • Assigning Special Members
  • Prompt Details
  • Selecting the User Point of View as a Member in the Book Point of View
    • Selecting the User Point of View as a Member in the Book Point of View in Planning and Budgeting Cloud Workspace
    • Selecting the User Point of View as a Member in the Book Point of View in General Ledger
  • Assigning Members Using Functions
  • Selecting Multiple Members Based on Criteria
  • Searching for Members
  • Previewing Selected Members
• FRExecute
  • Considerations When Using FRExecute
• Creating Hyperlinks in Microsoft Word
• Saving Books
  • Saving Books in Planning and Budgeting Cloud Workspace
  • Saving Books in Oracle General Ledger
• Opening Books and Snapshot Books
  • About Opening Books and Snapshot Books
  • Opening Books and Snapshot Books in Planning and Budgeting Cloud Workspace
  • Opening Books and Snapshot Books in Oracle General Ledger
• Renaming Books and Snapshot Books
• Previewing and Printing Books and Snapshot Books
• Setting Book Properties
• Editing Book Content and Design
• Adding Documents to a Book
• Adding Heading Text to a Book's Table of Contents
• Setting Table of Contents Text
• Adding a Cover Page
• Printing Text Files
• Exporting Books and Snapshot Books
• Designing Batches
  • About Designing Batches
  • Designing Batches in Planning and Budgeting Cloud Workspace
  • Designing Batches in Oracle General Ledger
• Defining Prompts for a Batch
  • About Prompts
  • Defining Prompts for a Batch in Planning and Budgeting Cloud Workspace
  • Defining Prompts for a Batch in Oracle General Ledger
  • Identical Prompts and Variables
• Opening Batches
  • Opening Batches in Planning and Budgeting Cloud Workspace
  • Opening Batches in Oracle General Ledger

Scheduling Batches

• About Scheduling Batches
• Scheduling Batches to Run
  • About Scheduling Batches
  • Scheduling a Batch to Run in Planning and Budgeting Cloud Workspace
  • Scheduling a Batch to Run in Oracle General Ledger
  • Selecting a Member for the Batch Point of View
  • Specifying the Batch Destination
    • About Specifying the Batch Destination
    • Selecting a Batch Destination
  • Selecting Email Addresses for Batch Scheduling
• Scheduling Batch Bursting
  • About the Bursting Destination File
  • Selecting the Bursting File
  • Previewing the Bursting List
  • Specifying Bursted Output Labels
• Batch Scheduler Operations
  • Deleting Batches
    • Deleting Batches from the Batch Scheduler
    • Automatic Removal of Batch Scheduler Results
  • Retrieving the Exported Output
  • Viewing Details of a Scheduled Batch in Planning and Budgeting Cloud Workspace
  • Preparing Batch Files for the Command Line Scheduler
  • Changing Logon Credentials for Scheduled Batches
  • Copying Batch Properties to New Batches
    • Copying Batch Properties to New Batches in Planning and Budgeting Cloud Workspace
    • Copying Batch Properties to New Batches in Oracle General Ledger
  • Modifying Batch Properties
    • Modifying Batch Properties in Planning and Budgeting Cloud Workspace
    • Modifying Batch Properties in Oracle General Ledger
  • Assigning File Permissions to Snapshots and Snapshot Books

Annotation Service

• About Annotations
• Showing and Hiding Annotations
• Creating Annotations
• Behavior of Annotations on Formula Cells
• Viewing Annotation Summaries
• Viewing Annotation Details
• Searching for Annotations
  • Context Lookup
  • Advanced Search
• Editing Annotations
• Editing Annotation Context
• Responding to Annotations
• Deleting Annotations
• Setting Annotation Printing Preferences
• Annotation Printing Preferences