Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Setting Preferences for Financial Reporting
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2
Managing Database Connections
- Database Connection Manager
- Adding and Editing Database Connections
- Logging On to Database Connections
- Database Connection Properties
- Selecting an Application and Database Name
- Editing Database Connections
- Deleting Database Connections
- Changing the Database Connection
- Accessing an Essbase Server
- Changing Database Connections for Analytic Services and Planning Details
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3
Designing Documents for Financial Reporting Books
- About Files, Folders, and Documents in the Explore Repository
- Creating Documents
- About Books
- Creating Books
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Adding Reports and Documents to Books
- Adding a Report to a Book
- Adding a Document to a Book
- Using Microsoft Word Documents in Books
- Setting Up the User Point of View for Financial Reporting Documents
- Searching for Reports and Documents
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Working with Members
- Selecting Members for a Document in a Book
- Limiting the Members That Can Be Selected
- Selecting the User Point of View as a Member in the Book Point of View
- Assigning Members Using Functions
- Selecting Multiple Members Based on Criteria
- Searching for Members
- Changing Page Members
- Changing Members for Grid POVs
- Copying Members from One Report to Another
- Previewing Selected Members
- Removing All Members from a Report or a Book
- Opening, Renaming, and Saving Books
- Viewing Reports, Books, and Snapshot Books
- Printing Reports, Books, and Snapshot Books
- Opening a Snapshot Book That Has the Same Name as Other Financial Reporting Objects
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Adding URLs in Book Editor
- Adding General URLs
- Adding Oracle Universal Content Management URLs
- Locating Property Values in Oracle Universal Content Management
- Using Books in Public Sector Planning and Budgeting
- Using Public Sector Planning and Budgeting Decision Packages with Financial Reporting
- Customizing Budget Books – Examples
- Budget Books – The Overall Process
- 4 Designing Batches
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5
Scheduling Batches
- About Scheduling Batches
- Scheduling a Batch to Run
- Scheduling Batch Bursting
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Batch Scheduler Operations
- Deleting Batches
- Retrieving the Exported Output
- Viewing Details of a Scheduled Batch
- Preparing Batch Files for the Command Line Scheduler
- Changing Logon Credentials for Scheduled Batches
- Launching an HTML Book for Web Viewing
- Viewing an Example of HTML Web Output
- Copying Batch Properties to New Batches
- Modifying Batch Properties
- Assigning File Permissions to Snapshots and Snapshot Books
- 6 Using Annotations
- 7 Using the Annotation Manager
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8
Command Line Scheduler
- About the Command Line Scheduler Interface
- Creating Batch Input Files
- Launching Batches From a Command Line
- Scheduling Batches Using an External Scheduler
- Encoding Passwords
- Modifying Attributes
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Batch Input File XML Tag Reference
- BATCH_JOB_OBJECT - Node Tag
- RUN_OPTIONS - Child Node Tag
- NOTIFICATION / EMAIL - Child Node Tag
- JOB_STATUS - Child Node Tag
- JOB_OBJECT - Child Node Tag
- DATA_SOURCE_USER_CREDENTIALS - Child Node Tag
- HR_USER_CREDENTIALS - Child Node Tag
- OUTPUT_OPTIONS - Child Node Tag
- CHILD NODE - HTML
- CHILD NODE - PDF
- CHILD NODE - SAVE_AS_SNAPSHOT
- CHILD NODE - PRINT
- USER_POV - Child Node
- 9 Accessing Financial Reporting From a Mobile Device