Prebuilt Workbooks and Related Subject Areas

This topic describes the prebuilt workbooks and related subject areas available for use in Fusion Operational Analytics.

Workbook Workbook Description and Location Product Family Duty Role Related Subject Areas
Journal Processing 

Provides information on journal general ledger journal activity and processing.

/Shared Folders/Oracle/Operational Analytics/Financials/General Ledger 

Financial 
  • General Ledger Transaction Analysis Duty 
  • General Ledger – Journals Real Time 
Payables Invoices by Cost Centre 

Provides information on payable invoices by cost center.

/Shared Folders/Oracle/Operational Analytics/Financials/Payables 

Financial 
  • Payables Invoice Transaction Analysis Duty 
  • Payables Invoices – Transactions Real Time 
Cash & Revenue 

Provides information about customer receipts and payment schedules. 

/Shared Folders/Oracle/Operational Analytics/Financials/Receivables 

Financial 
  • Receivables Receipts Transaction Analysis Duty
  • Receivables Transaction Analysis Duty 
  • Receivables – Standard Receipts Applications Details Real Time
  • Receivables – Payment Schedules Real Time 
Line Manager Dashboard 

Provides real-time information on various aspects related to worker information for a line manager. The HR details related to the workers like headcount, headcount trends, assignment events, absence, compensation, talent information like performance and goals, competencies, and various succession plans for the incumbents can be analyzed using the line manager dashboard. 

/Shared Folders/Oracle/Operational Analytics/Human Capital Management 

HCM
  • Absence Management Transaction Analysis Duty Compensation Transaction Analysis Duty 
  • Goal Management Transaction Analysis Duty 
  • Performance Management Transaction Analysis Duty 
  • Succession Management Transaction Analysis Duty 
  • Talent Review Meeting Real Time Transaction Analysis Duty 
  • Time and Labor Transaction Analysis Duty 
  • Workforce Profile Transaction Analysis Duty 
  • Workforce Transaction Analysis Duty 
  • Workforce Management – Worker Assignment Real Time 
  • Workforce Management – Work Relationship Real Time 
  • Workforce Management – Worker Assignment Event Real Time 
  • Workforce Management – Reported Time Cards Real Time 
  • Workforce Profiles – Person Profile Real Time 
  • Workforce Succession Management – Plan Candidates Real Time 
  • Compensation – Salary History Details Real Time 
  • Compensation – Salary Details Real Time 
  • Workforce Management – Absence Real Time 
  • Workforce management – Accrual Real Time 
  • Workforce Management – Absence Calendar Details Real Time 
  • Workforce Talent Review – Talent Review Meeting Real Time 
  • Workforce management – Workforce Trend Real Time
  • Workforce Goals – Goal Status Overview Real Time 
  • Workforce Goals – Goal Alignments Real Time 
  • Workforce Performance – Performance Rating Distribution Real Time 
  • Workforce Performance – Performance Document Status Real Time 
  • Workforce Performance – Performance Rating Real Time 
Advanced Scheduling 

Provides real-time information on various aspects related to advanced scheduling modules for a schedule administrator or a schedule manager.

/Shared Folders/Oracle/Operational Analytics/Human Capital Management/Advanced Scheduling 

HCM
  • Advanced Workforce Scheduling Transaction Analysis Duty
  • Workforce Scheduling – Workforce Schedule Real Time 
Compensation Payee 

Provides information on how payees perform against their goals and earnings targets.

/Shared Folders/Oracle/Operational Analytics/Incentive Compensation/Participant

 Incentive Compensation 
  • Incentive Compensation Transaction Analysis Duty 
  • Incentive Compensation – Performance and Earnings Summary Real Time 
  • Incentive Compensation – Earnings Real Time 
Participant Analysis 

Provides information on how participants perform against their goals and earnings targets. 

/Shared Folders/Oracle/Operational Analytics/Incentive Compensation/Compensation Analyst 

 Incentive Compensation 
  • Incentive Compensation Transaction Analysis Duty 
  • Incentive Compensation – Performance and Earnings Summary Real Time 
  • Incentive Compensation – Earnings Real Time 
Email Analysis Overview 

Provides information into campaign performance.

/Shared Folders/Oracle/Operational Analytics/Marketing

 Marketing 
  • Fusion Marketing Email Analysis Duty 
  • FMK – Email Analysis
Procure To Pay

Provides information on Procure to Pay Cross Process, Requisitions, Purchase Orders, and Invoices.

/Shared Folders/Oracle/Operational Analytics/Procurement

 Procurement 
  • Payables Invoice Transaction Analysis Duty
  • Purchase Order Transaction Analysis Duty
  •  Purchase Requisitions Transaction Analysis Duty
  • Receiving Transaction Analysis Duty
  • Sourcing Transaction Analysis Duty
  • Spend Transaction Analysis Duty Role 
  • Procurement – Spend Real Time
  • Procurement – Procure To Pay Real Time
  • Procurement – Requisition Real Time 
  • Sourcing – Program Real Time 
  • Receiving – Purchase Receipts Real Time
  • Procurement – Purchasing Real Time 
  • Payables Invoices – Installments Real Time 
  • Payables Invoices – Holds Real Time
Procurement 

Provides information on Buyer Productivity

/Shared Folders/Oracle/Operational Analytics/Procurement

 Procurement 
  • Purchase Order Transaction Analysis Duty
  • Purchase Requisitions Transaction Analysis Duty
  • Sourcing Transaction Analysis Duty
  • Procurement – Requisitions Real Time 
  • Procurement – Purchasing Real Time 
Project List 

Displays projects for a business unit and organization using the Project Control - Budgets Real Time subject area. 

/Shared Folders/Oracle/Operational Analytics/Projects

 Projects 
  • Grants Management Transaction Analysis Duty 
  • Project Budget Transaction Analysis Duty
  • Project Contract Invoice Transaction Analysis Duty
  • Project Contract Revenue Transaction Analysis Duty
  • Project Costing Transaction Analysis Duty
  • Project Journals Transaction Analysis Duty
  • Project Control – Financial Project Plans Real Time 
  • Project Control – Forecasts Real Time 
  • Project Control – Budgets Real Time
Plan Review Count Details 

Provides information about the plan review count details.

/Shared Folders/Oracle/Operational Analytics/Public Sector

 Public Sector
  • Public Sector Plan Review Transaction Analysis Duty
  • Public Sector Cloud – Plan Review Real Time 
Plan Review 

Provides information about the plan review by review status, decision status, and reviewers.

/Shared Folders/Oracle/Operational Analytics/Public Sector

 Public Sector
  • Public Sector Plan Review Transaction Analysis Duty
  • Public Sector Cloud – Plan Review Real Time 
Plan Review - Review Status by Permit Type Details 

Provides information about the plan review by permit type and review status. 

/Shared Folders/Oracle/Operational Analytics/Public Sector

 Public Sector 
  • Public Sector Plan Review Transaction Analysis Duty
  • Public Sector Cloud – Plan Review Real Time
Plan Review Decision Status - Permit Types Details 

Provides information about the plan review decision status with permit type details.

/Shared Folders/Oracle/Operational Analytics/Public Sector

 Public Sector
  • Public Sector Plan Review Transaction Analysis Duty
  • Public Sector Cloud – Plan Review Real Time
Plan Review Decision Status Detail 

Provides information about the plan review decision status details.

/Shared Folders/Oracle/Operational Analytics/Public Sector

 Public Sector
  • Public Sector Plan Review Transaction Analysis Duty
  • Public Sector Cloud – Plan Review Real Time
Plan Review Decision Status Details 

Provides information about the plan review decision status details.

/Shared Folders/Oracle/Operational Analytics/Public Sector

 Public Sector
  • Public Sector Plan Review Transaction Analysis Duty
  • Public Sector Cloud – Plan Review Real Time
Plan Reviews by Reviewers Detail 

Provides information about the plan reviews by reviewer details. 

/Shared Folders/Oracle/Operational Analytics/Public Sector

 Public Sector 
  • Public Sector Plan Review Transaction Analysis Duty
  • Public Sector Cloud – Plan Review Real Time
Access Algorithm Run History Dashboard 

Provides information on algorithm run history, showing performance and status (assigned, resolved).

/Shared Folders/Oracle/Operational Analytics/Risk Management

 Risk Management 
  • Access Certification Transaction Analysis Duty
  • Advanced Access Control Transaction Analysis Duty
  • Advanced Financial Control Transaction Analysis Duty
  • Financial Reporting Compliance Transaction Analysis Duty
  • Risk Management Cloud – Advanced Access Controls Real Time
  • Risk Management Cloud – Access Certification Real Time 
Access Certification Results 

Provides information to review user access, managing exceptions, and tracking certification progress.

/Shared Folders/Oracle/Operational Analytics/Risk Management

 Risk Management 
  • Access Certification Transaction Analysis Duty
  • Advanced Access Control Transaction Analysis Duty
  • Advanced Financial Control Transaction Analysis Duty
  • Financial Reporting Compliance Transaction Analysis Duty
  • Risk Management Cloud – Access Certification Real Time
IT Superuser Activity Monitoring Algorithm Run History 

Provides information to review IT superuser activity history.

/Shared Folders/Oracle/Operational Analytics/Risk Management

 Risk Management 
  • Access Certification Transaction Analysis Duty
  •  Advanced Access Control Transaction Analysis Duty
  • Advanced Financial Control Transaction Analysis Duty
  • Financial Reporting Compliance Transaction Analysis Duty 
  • Risk Management Cloud – Advanced Financial Controls Real Time
  • Risk Management Cloud – Access Certification Real Time
Requested Role Removals

Provides information to identify and manage access changes.

/Shared Folders/Oracle/Operational Analytics/Risk Management

 Risk Management 
  • Access Certification Transaction Analysis Duty
  • Advanced Access Control Transaction Analysis Duty
  • Advanced Financial Control Transaction Analysis Duty
  • Financial Reporting Compliance Transaction Analysis Duty
  • Risk Management Cloud – Access Certification Real Time
Risk Management Dashboard 

Provides insights into access and transaction analysis, access certifications, and internal controls.

/Shared Folders/Oracle/Operational Analytics/Risk Management

 Risk Management
  • Access Certification Transaction Analysis Duty
  • Advanced Access Control Transaction Analysis Duty
  • Advanced Financial Control Transaction Analysis Duty
  • Financial Reporting Compliance Transaction Analysis Duty
  • Risk Management Cloud – Advanced Access Controls Real Time
  •  Risk Management Cloud – Advanced Financial Controls Real Time
  • Risk Management Cloud – Access Certification Real Time
Transaction Algorithm Run History Dashboard 

Provides information to review control performance, incident status, frequency, and duration.

/Shared Folders/Oracle/Operational Analytics/Risk Management

 Risk Management 
  • Access Certification Transaction Analysis Duty
  • Advanced Access Control Transaction Analysis Duty
  • Advanced Financial Control Transaction Analysis Duty
  • Financial Reporting Compliance Transaction Analysis Duty
  • Risk Management Cloud – Advanced Financial Controls Real Time
  • Risk Management Cloud – Access Certification Real Time
My Team's Pipeline 

Provides managers with real-time visibility into their sales team's opportunities, tracking revenue, sales stages, and potential to meet goals, helping identify healthy pipelines, potential issues, and performance gaps for individual representatives.

/Shared Folders/Oracle/Operational Analytics/Sales/Sales Manager

 Sales 
  • Sales Administrative Transaction Analysis Duty
  • Sales Executive Transaction Analysis Duty
  • Sales Managerial Transaction Analysis Duty
  • Sales – CRM Opportunities and Products Real Time
  •  Sales – CRM Customer Overview 
My Pipeline 

Provides sales representatives information to track active revenue-generating opportunities and monitor their progress toward sales goals.

/Shared Folders/Oracle/Operational Analytics/Sales/Sales Manager

 Sales 
  • Sales Administrative Transaction Analysis Duty
  • Sales Executive Transaction Analysis Duty
  • Sales Managerial Transaction Analysis Duty 
  • Sales Transaction Analysis Duty
  • Sales – CRM Opportunities and Products Real Time
  • Sales – CRM Customer Overview 
Agent Performance Overview 

Tracks key metrics such as workload, resolution time, and efficiency, providing clear insights into individual and team effectiveness for continuous improvement. 

/Shared Folders/Oracle/Operational Analytics/Service/Customer Service Manager

 Services 
  • Service Administrative Transaction Analysis Duty
  • Service Managerial Transaction Analysis Duty
  • Service – CRM Service Requests Real Time
  • Service – CRM Service Request Milestones Real Time
  • CRM – CRM Service Request Summary
Product Management - Workflow Dashboard

Provides essential workflow data for Product Management by highlighting activities, progress, delays, constraints, and status to help users monitor and enhance product management processes effectively. 

/Shared Folders/Oracle/Operational Analytics/Supply Chain Management 

 SCM
  • Product Catalog Transaction Analysis Duty
  • Product Management – Change Order Real Time