1. User's Guide
  2. About Financial Close Management
  3. Managing Reports

Managing Reports

The Query Report Template, Report Group Assignment , and Report Definition functionality generates predefined or helps you build custom reports:

  1. A user with a Report Designer role creates a query whose definition can be then exported as an XML file.

  2. Use Oracle Business Intelligence Publisher within Word (BI Publisher must be installed) to import the XML file created above and use it to create a template document, which should be in RTF format.

  3. Back in Oracle Hyperion Financial Close Management create a report, which uses both the query and the template created above. That report can be set with a default output of PDF, HTML, or XLS (Excel).