Report Designer Toolbar

The toolbar lets you do the following:

edit and preview buttons Edit/Preview

Use Edit and Preview to toggle between Edit and Preview mode. Edit mode allows you to make changes to the report, grids, or charts, while the preview mode enables you to see how the report will look when it is published.

While in preview mode, use actions - Actions menu to do the following:

  • Select one of these formats: Excel, HTML, or PDF.

  • Download as PDF - You can download a Report as PDF.

  • Download as Excel - You can download a Report as an Excel workbook.

  • Download as Excel Ad hoc - You can download a Report Grid as Excel Ad hoc in Oracle Smart View for Office, on which you can then perform available ad hoc operations.

    download as excel ad hoc


    Web browser will download a Smart View link file. Click on the file to launch Excel. You will be prompted to sign on to the respective Data Source login page. If you already have an active Data Source connection, the sign-on dialog will not be shown.

    Limitations to Export a Report Grid as an Ad hoc Excel:

    • The Download as Excel Ad hoc option is available for HTML Preview only.
    • Reports Formatting is not retained in Excel.
    • The data within the Formula cells are rendered as static information.
    • The output data in Excel are based on the Smart View Options. Review all the Formatting settings. For more information, see Setting Smart View Options.
    • This feature is not available for hidden grids.


Depending on your browser settings, you may get a javascript error during processing when you preview a report with large grids or charts in HTML. Check the Don't ask again check box, and then click Continue to continue on to the HTML preview.


If the report results are too large to be rendered in the browser (HTML with a grid cell count limit of 180000 or PDF size limit of 10MB), you will be prompted to download the report as a PDF where you can either select button to download or cancel button. to cancel the operation.

PDF preview of the report provides the following functionality:

  • Toggle thumbnail sidebar

  • Find text within the document

  • Go to the previous/next page

  • Go to an entered page number

  • Zoom in/out buttons

  • Select a zoom level (For example: %s, Automatic, Page Width, and so on.)

  • Switch to Presentation Mode

  • Print the document

  • Download the document

  • Other Navigation and Viewing Tools

pdf preview

insert button Insert

Use Insert to add report objects to the report. See Inserting Report Objects.

properties button Properties

Use Properties to display or hide the properties panel.

actions button Actions

Use Actions to edit report objects and to control view options, such as grid lines, guides, and rulers.

Service Administrators can define a default font for reports by selecting Set Default Font and selecting the font and size for the reports. This setting applies the default font to all reports for all users.

Report Designers can still customize the font in grid cell formatting, chart text and labels, and individual text boxes.


If a custom font is loaded, it can be set as the default font. See Uploading Additional Fonts.


When uploading additional fonts to Narrative Reporting, you are responsible for the proper licensing of the fonts from the font vendor. For example, if you upload the Microsoft font "Times New Roman," you must obtain the licensing from Microsoft to do so. Uploading a Microsoft font sourced from a Windows machine is not typically covered by the legal use agreement from Microsoft.


For Arabic fonts, only the following are supported in Reports:

  • Arial Unicode MS 1.01

  • Lateef 1.0

  • Scheherazade 1.0

  • Simplified Arabic 1.01

  • Simplified Arabic 5.00

  • Simplified Arabic 5.92

  • Traditional Arabic 1.01

  • Traditional Arabic 5.00

  • Traditional Arabic 5.92

Service Administrators can also set the default chart color for the first 12 chart data sets for all charts by selecting Set Default Chart Colors and enabling a custom chart theme. This setting applies the default chart colors to all reports for all users unless the colors were modified in the charts during report design via the Series chart property.


If the Redwood Experience is set as the default theme in Cloud EPM, the Redwood theme colors will affect the default chart colors in existing reports. Enabling and defining a custom chart theme will override the Redwood color theme.

Report Designers can still adjust the chart colors for individual charts within a report via the chart’s Series Property, which will override the default values defined in the Action menu.

chart themes


Using the Action menu, you can Set Default Chart Colors.