1. User's Guide
  2. Reporting on Financial Management Data
  3. Formatting System Reports

Formatting System Reports

Oracle Hyperion Financial Management provides sample system report templates, including HFM-Format and Oracle Business Intelligence Publisher templates.

HFM-Format report templates are used for Financial Management system reports. When you generate the reports, the data is exported to XML, and you can then apply a style sheet and view the report in HTML.

During the installation process, HFM-Format report templates are installed on the application server in this directory: FinancialManagement\Server Working Folder\Report Style Sheets.

You can use BI Publisher report templates to format reports. BI Publisher report templates are used for these types of reports: Intercompany, Journals, Intercompany Transactions, Intercompany Matching by Account, Intercompany Matching by Transaction ID, Equity Pickup, and Security Reports.

Note:

BI Publisher templates for data grid system reports are not included at this time.

BI Publisher report templates offer these report print options: PDF, RTF, HTML, XML, and XSLX. You can customize these templates in Microsoft Word. For example, by default, the report displays up to 30 columns. You can customize the template to display more columns. To customize the templates, you must install and configure Microsoft Office Word and Oracle BI Publisher Desktop. You can then use BI Publisher to customize templates and update reports.

Note:

If you want to retain a customized template when you upgrade or uninstall Financial Management, back up the template in a separate directory before you uninstall.

During the installation process, BI Publisher report templates are installed on the application server in this directory: FinancialManagement\Server Working Folder\Report Style Sheets\Templates.

To format system reports:

  1. Open a report.
  2. From Report format, select an option:

    • HFM-Format

    • PDF

    • RTF

    • HTML

    • XLS

    • XLSX

  3. From Style Sheet, select a style sheet.

    Note:

    The list displays the style sheets, including sample templates, that are stored in the Report Style Sheets directory.

  4. If necessary for the report, select Override POV, and click OK.

Note:

To print reports, see Printing Reports.