General Financial Reporting Preferences

Define default preview mode, user point of view, query-ready and Word exports, equivalent prompts, annotation print details, thousands and decimal separators, and date value format.

Table 4-1 General Financial Reporting Preferences

Preference	Description
Default Preview Mode	How to preview documents (HTML or PDF)
User Point of View	Whether to display the user point of view prior to running a report Click Setup Members to select the members you want to be available when using the User Point of View. See Setting Up the User Point of View for Financial Reporting Documents for more information.
Query-Ready Export	How to export a Financial Reporting report Export Mode Smart View exports the report as an Oracle Smart View for Office file. Excel Grid opens the exported file in Microsoft Excel. Disabled hides the query-ready link when the report is displayed using HTML Preview. Export To New Worksheet opens the exported report as a new sheet in an existing Excel workbook. New Workbook opens the exported report as sheet 1 in a new Excel workbook. Note: Export To options apply only when Export Mode is set to Smart View. These options are not available when Export Mode is set to Simple Excel.
Word Export	How to export a Word document: Image—Generates a .jpg-based .doc file, where the report content is an image for each page in the Word document. Advantages: The image format will have the same layout as it does in the PDF. Disadvantages: You cannot edit the image. Document—Generates a .docx file, where the report content is output to the Word document as text and tables. Charts are rendered as images. Advantages: You can edit the image in Word. Disadvantages: Financial Reporting report components are lost in the layout information - all the components go to left side in a .docx document. If you have two Financial Reporting objects side-by-side, the right-most object is displayed under the left-most object. Some Financial Reporting functions, such as page (), will not work correctly.
Merge Equivalent Prompts	Whether to respond only once or consecutively to prompts and variables that are repeated
Annotation Print Details	How to print annotations Use Footnote Details—Create a system-defined footnote. Generic formatting is applied and system-defined sizes and fonts are used. To enable this option, select Details in the Annotation Printing Preferences drop down. Use Footnote Text Object—Use the footnote function in the report's text object to print annotations. Footnote functions are created by the report designer. This option provides more flexibility for formatting and printing annotations. For example, the footnote function may specify to print only grid annotations with different size, font, and color to be applied to the heading and content. To enable this option, select Text Object in the Annotation Printing Preferences drop down.
Thousands Separator	Comma, Period, Underscore, or Space
Decimal Separator	Comma, Period, Underscore, or Space
Date Value Format	How Oracle Essbase date values are rendered in a Financial Reporting report A cell within a grid can return a date value, which is stored as a numeric value in Essbase. The Date Value Format also controls the date format when annotations are displayed in a PDF report, and how the date is displayed in the Start Time column in the Batch Scheduler.