1. Designing with Reports for Oracle Enterprise Performance Management Cloud
  2. Working with Notes
  3. Creating a Note Template
  4. Setting up the Inline Grid Entry of Notes
  5. Managing Note Templates for Inline Grid Entry

Managing Note Templates for Inline Grid Entry

Using Notes Manager you can view and perform administrative functions on Note Templates and Notes.

For more information, see Introduction to Notes Manager.

Note Templates are accessible from Note Row or Note Column properties, and you can perform some high-level Note Template maintenance.

To access Note Templates and perform Note Template maintenance:

  1. Select a Note Column or Note Row, and click on cell column properties or row cell properties for either Column or Row properties.
  2. Under Note properties, select Note Template, click on Not available to open the Note Templates window.

    select an existing note template
  3. In the Note Templates, you can:

    • View the Note Template details: Name, Descriptions, Data Source, and Dimensions

    • Create a new Note Template

    • Edit the selected Note Template

    • Refresh the Note Template information displayed

    • Delete the selected Note Template and its related Notes


    managing note templates for inline grid entry