Exporting Financial Reporting Reports and Snapshots to Microsoft Office

HTML and PDF reports with or without a page dimension, when exported as an image to Microsoft Word or PowerPoint, exports only the first physical page.

A report with a page dimension behaves as follows:

• Export to Microsoft Excel: All pages are exported.

• Export to Microsoft PowerPoint: All pages are exported.

When exporting multiple pages to PowerPoint, all pages are placed in a single slide. To have them automatically placed in separate slides, use Oracle Smart View for Office in PowerPoint to import the reports.

to export a report or snapshot to Microsoft Excel, Word, or PowerPoint:

1. Open the report.

2. At the bottom right of the report, select Export in Query-Ready Mode to export a grid on the report as query ready.

   When you export in query-ready mode, an .SVLNK file is generated, and you can launch Oracle Smart View for Office (Windows) to open it. The file is deleted after you open it in Oracle Smart View for Office.

   You cannot use this option to export snapshots.

3. Select File, and then Export to use other export options,

4. Select a submenu command:

   • Select Excel to export the current financial report as formatted HTML.

   • Select Word to export the current page of the current financial report to Microsoft Word as a static image or Word document (.docx) depending on the Financial Reporting preference set. (To set the preference, select File, then Preferences, then Financial Reporting, and then select an option for Word Export).

   • Select PowerPoint to export the current page of the current financial report to Microsoft PowerPoint as a static image.

     Snapshots are always exported as static images.

     The File Download dialog box displays profile information about exported content.

     Because of limited object positioning in HTML, exported objects may overlap and may need to be repositioned in Microsoft Excel.

5. The file is opened in the selected mode. To save the file to your machine, select File, and then Save As.

   When exporting Financial Reporting grid objects to Excel, the values are exported as displayed in the report. The desired number of decimal places for precision should be set in the report before you export.