Report Authoring Tips for Oracle Fusion ERP Analytics

Improve your Oracle Fusion ERP Analytics reports with these recommendations and answers to frequently asked questions regarding 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 Name and Description of qualified and non-qualified segments:
    • Use List or is equal to/is
    • Use filter type List or is equal to/is in for Balancing Segment, Natural Segment, Cost Center, and GL Segment 1 - 10
    • For other filter types (e.g. begins with, IS LIKE) use Code.
    (Classic) for Name and Description of qualified and non-qualified segments.
  • For all reports, use code attributes instead of the name or description when possible.
  • For qualified or non-qualified segments, use Tree Code and Version instead of Tree Filter in release 23.R4.P3 and 24.R1. Use Tree Filter in release 24.R1.P3 or later. Tree Code and Version is deprecated.

Tips to Improve the Performance of Presentation Hierarchy Reports

The application is designed to support presentation hierarchies from level 22-31. Expose the attribute columns if all levels are needed and avoid presentation hierarchies in reports.

Recommended Filters

Items with an asterisk (*) are required.

Subject Area Presentation Columns
AP Aging
  • Aging Bucket.Aging Period Name
  • Payables Invoicing Business Unit.Payables Invoicing Business Unit
  • Supplier.Supplier Name
  • *Time.Fiscal Calendar Name
AP Expense
  • *Invoice Date.Invoiced Fiscal Calendar
  • 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 Calendar
  • Invoice Date.Invoiced Fiscal Period
  • Payables Invoicing Business Unit.Payables Invoicing Business Unit
  • Supplier.Supplier Name
AP Invoices
  • *Invoice Date.Invoiced Fiscal Calendar
  • 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 Fiscal Calendar
  • 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 Fiscal Calendar Name
  • Payment Date.Payment Date
  • Payment Date.Payment Fiscal Period
  • Payables Invoicing Business Unit.Payables Invoicing Business Unit
  • Payables Payment Business Unit.Payables Payment Business Unit
  • Supplier.Supplier Name
AR Adjustments
  • *Adjustment Date.Adjutsment Fiscal Calendar Name
  • 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
  • AR Receipt Business Unit.AR Receipt Business Unit Name
  • Customer.Customer Name
  • Customer Account.Customer Account Name
  • *Time.Fiscal Calendar 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
  • *Credit Memo Application Date.Credit Memo Application Fiscal Calendar 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
  • *Receipt Application Date.Receipt Application Fiscal Calendar Name
  • AR Billing Business Unit.AR Billing Business Unit Name
  • AR Receipt Business Unit.AR Receipt Business Unit Name
  • Customer.Customer Name
  • Customer Account.Customer Account Name
AR Revenue
  • *Transaction Accounting Date.Transaction Accounting Fiscal Calendar Name
  • 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
AR Transactions
  • *Transaction Date.Transaction Fiscal Calendar Name
  • 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
Asset Analysis
  • Asset Calendar.Asset Period
  • *Asset Category.Category
  • *Ledger.Ledger Name
  • Asset Book.Book Name
  • *Asset Calendar.Asset Calendar Name
Asset Transactions
  • *Fiscal Calendar.Fiscal Calendar Name
  • Fiscal Calendar.Fiscal Period
  • *Ledger.Ledger Name
  • *Asset Book.Book Name
  • Asset Category.Category
Cash Management Bank Statement Balances
  • *Time.Fiscal Calendar Name
  • Time.Fiscal Period
  • Time.Fiscal Date
  • Bank Account General Details.Bank Account
Cash Management Bank Statements
  • *Time.Fiscal Calendar Name
  • Time.Fiscal Period
  • Time.Fiscal Date
  • Bank Account General Details.Bank Account
Cash Management External Cash Transactions
  • *Time.Fiscal Calendar Name
  • Time.Fiscal Period
  • Time.Fiscal Date
  • Bank Account General Details.Bank Account
Configurable Account Analysis
  • Ledger.Ledger Name
  • GL Account.GL Account Combination
  • *Time.Fiscal Calendar Name
  • Time.Fiscal Period
  • Natural Account.Natural Account Code
EXM Employee Expenses
  • Report Date.Report Date Fiscal Date
  • Report Date.Report Date Fiscal Period
  • *Report Date.Report Fiscal Calendar Name
  • Business Unit.Business Unit Name
  • Manager.Manager Name
FLA Expense Lease Portfolio
  • *Time.Fiscal Calendar Name
  • Business Unit.Business Unit Name
  • Supplier.Supplier Name
FLA Expense Lease Transactions
  • *Time.Fiscal Calendar Name
  • Business Unit.Business Unit Name
  • Supplier.Supplier Name
  • Lease Contract Details.Lease Number
GL Account Analysis
  • Ledger.Ledger Name
  • GL Account.GL Account Combination
  • *Time.Fiscal Calendar Name
  • Time.Fiscal Period
  • Natural Account.Natural Account Code
GL Balance Sheet
  • Ledger.Ledger Name
  • *Time.Fiscal Calendar Name
  • Time.Fiscal Period
GL Budget
  • Ledger.Ledger Name
  • *Time.Fiscal Calendar Name
  • Time.Fiscal Period
GL Detail Transactions
  • Ledger.Ledger Name
  • *Time.Fiscal Calendar Name
  • Time.Fiscal Period
  • Natural Account.Natural Account Code
GL Profitability
  • Ledger.Ledger Name
  • *Time.Fiscal Calendar Name
  • Time.Fiscal Period