Report Authoring Tips

A Report Authoring Tips

This section provides tips and guidelines for creating effective and timely reports.

Topics

Common Report Authoring Tips

This section provides information about commonly encountered use cases and frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips for Filters

When applying filters to reports, follow these guidelines:

Use dashboard filters instead of workbook or canvas filters for user interactions in analyses.
Use workbook filters for hidden and non-interaction filters.
Set the Limit by Values to None for all filters in custom workbooks or dashboards to improve performance of prompts.

Tips for Brushing

Disable brushing to improve report performance. See Update Canvas Properties.

Tips for Working with Currency

To display the currency format for currency amounts, set the number format in each visualization as a custom currency. Then in the subject area folder, select the currency column. See Set Currency Symbols for Visualizations.

Tips for Reporting on Attributes Across Multiple Dimensions

When reporting on attributes against multiple dimensions, always use a measure in the report. In subject areas with more than one fact, the measure sets the correct context in the query, builds an accurate navigational path, and returns the expected results. If you don’t want the measure to show in the report, hide it. See Hide or Delete a Column.

Report Authoring Tips for Oracle Fusion ERP Analytics

This section provides information about commonly encountered use cases and frequently asked questions regarding Oracle Fusion ERP Analytics reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips to Improve the Performance of Reports

To improve performance in reports, follow these guidelines:

For qualified or non-qualified segments, use the segment code instead of the name or description.
For all reports, use code attributes instead of the name or description when possible.

Recommended Filters

Subject Area	Presentation Columns
AP Aging	Aging Bucket.Aging Period Name Payables Invoicing Business Unit.Payables Invoicing Business Unit Supplier.Supplier Name
AP Expense	Invoice Date.Invoiced Date Invoice Date.Invoiced Fiscal Period Payables Invoicing Business Unit.Payables Invoicing Business Unit. Supplier.Supplier Name
AP Holds	Invoice Date.Invoiced Date Invoice Date.Invoiced Fiscal Period Payables Invoicing Business Unit.Payables Invoicing Business Unit. Supplier.Supplier Name
AP Invoices	Invoice Date.Invoiced Date Invoice Date.Invoiced Fiscal Period Payables Invoicing Business Unit.Payables Invoicing Business Unit. Supplier.Supplier Name
AP Liabilities	Invoice Date.Invoiced Date Invoice Date.Invoiced Fiscal Period Payables Invoicing Business Unit.Payables Invoicing Business Unit. Supplier.Supplier Name
AP Payments	Payment Date.Payment Date Payment Date.Payment Fiscal Period Payables Invoicing Business Unit.Payables Invoicing Business Unit. Supplier.Supplier Name
GL Balance Sheet	Ledger.Ledger Name Time.Fiscal Period
GL Budget	Ledger.Ledger Name Time.Fiscal Period
GL Detail Transactions	Ledger.Ledger Name Time.Fiscal Period Natural Account.Natural Account Code
GL Account Analysis	Ledger.Ledger Name GL Account.GL Account Combination Time.Fiscal Period Natural Account.Natural Account Code
Configurable Account Analysis	Ledger.Ledger Name GL Account.GL Account Combination Time.Fiscal Period Natural Account.Natural Account Code
AR Transactions	Transaction Date.Transaction Date Transaction Date.Transaction Fiscal Period AR Billing Business Unit.AR Billing Business Unit Name Customer.Customer Name Customer Account.Customer Account Name
AR Receipts and Applications	Receipt Application Date.Receipt Application Date Receipt Application Date.Receipt Application Fiscal Period AR Receipt Business Unit.AR Receipt Business Unit Name Customer.Customer Name Customer Account.Customer Account Name
AR Credit Memo Applications	Credit Memo Application Date.Credit Memo Application Date Credit Memo Application Date.Credit Memo Application Fiscal Period AR Billing Business Unit.AR Billing Business Unit Name Customer.Customer Name Customer Account.Customer Account Name
AR Adjustments	AR Billing Business Unit.AR Billing Business Unit Name Customer.Customer Name Customer Account.Customer Account Name Adjustment Date.Adjustment Date Adjustment Date.Adjustment Fiscal Period
AR Aging	Aging Bucket.Aging Period Name AR Billing Business Unit.AR Billing Business Unit Name Customer.Customer Name Customer Account.Customer Account Name
AR Revenue	Transaction Accounting Date.Transaction Accounting Date Transaction Accounting Date.Transaction Accounting Fiscal Period AR Billing Business Unit.AR Billing Business Unit Name Customer.Customer Name Customer Account.Customer Account Name
Asset Analysis	Asset Calendar.Asset Period Ledger.Ledger Name Asset Book.Book Name
Asset Transactions	Fiscal Calendar.Fiscal Period Ledger.Ledger Name Asset Book.Book Name
EXM Employee Expenses	Report Date.Report Date Fiscal Date Report Date.Report Date Fiscal Period Business Unit.Business Unit Name Manager.Manager Name
GL Profitability	Ledger.Ledger Name Time.Fiscal Period

Report Authoring Tips for Project Analytics

This section provides information about commonly encountered use cases and frequently asked questions regarding Project (PPM) Analytics reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips to Improve the Performance of xTD Metrics Queries

Select a Fiscal Period, Fiscal Quarter, or Fiscal Year along with a Project Business Unit to analyze xTD metrics for a specific subject area. To improve performance on cross-subject area analyses involving xTD metrics, apply a filter on the workbook.

Tips to Improve the Performance of PPM – Project Costs Reports

To improve report performance in PPM - Project Costs, follow these guidelines:

Apply a filter on Ledger and Distribution accounting periods when analyzing accounting information that includes details about unaccounted transactions.
When analyzing accounting information, use Code instead of Name or Description for qualified and non-qualified segments.

Tips to Improve the Performance of PPM – Project Revenue Reports

To improve report performance in PPM - Project Revenue, follow these guidelines:

Apply a filter on Ledger and Distribution accounting periods when analyzing accounting information that includes details about unaccounted transactions.
When analyzing accounting information, use Code instead of Name or Description for qualified and non-qualified segments.

Recommended Filters

Subject Area	Presentation Table (Recommended Filter)
PPM – Project Assets	Project Business Unit Project
PPM – Project Budgets	Project Business Unit Time.Fiscal Calendar.Fiscal Period Project
PPM – Project Costs	Project Business Unit or Expenditure Business Unit Time.Fiscal Calendar.Fiscal Period Project
PPM – Project Forecasts	Project Business Unit Time.Fiscal Calendar.Fiscal Period Project
PPM – Project Funding	Contract Business Unit
PPM – Project Invoices	Contract Business Unit Time.Fiscal Calendar.Fiscal Period
PPM – Project Revenue	Contract Business Unit Time.Fiscal Calendar.Fiscal Period