In addition to the functionality available in Reporting Studio, Planning and Budgeting Cloud Workspace provides expanded functionality when designing reports. In Planning and Budgeting Cloud Workspace, you can open, copy, delete, move, import, export, and rename repository objects such as reports, books, and graphics; you can create, open delete, import export, and rename folders; and you can preview reports and books in HTML or PDF format.
Components in Planning and Budgeting Cloud Workspace include:
Explore—Open stored files, create folders, export and import files, and set up email links to folders, reports, and snapshot books.
Book Editor—Create a book of reports, which can be saved as a book or a snapshot book.
Batch Editor—Add objects to a batch job, remove objects from a batch job, schedule a batch, and indicate whether you want the batch deleted after it runs.
Scheduler—Schedule a batch and view the status of batches that are scheduled for processing.
Note: | If you have Viewer rights, you can view reports and export documents to Microsoft Word, Microsoft Excel, and Microsoft PowerPoint. |
Tip: | See Accessing Content with Workspace for Oracle Planning and Budgeting Cloud and Working with Financial Reporting for Oracle Planning and Budgeting Cloud for information on Planning and Budgeting Cloud Workspace and the Financial Reporting tasks in Planning and Budgeting Cloud Workspace. See Working with Reporting Settings for Oracle Planning and Budgeting Cloud for information on books and batches. |