Import the Sample Reports

Note:

To import the sample reports used in this Learning Path, you must be assigned the Library Administrator or Service Administrator role. If you do not have either of these roles, you must find an administrator to import the reports for you.

The Management Reporting Sample Reports.zip file contains the following sample reports:

  • Operating Summary Report (POVs)

  • Sample Report 3

  • Sample Report 5 (Prompts)

  • Sample Report 7 (Zoom and Drill)

To import these sample reports into the \reports folder in Management Reporting:

  1. From the EPM Cloud Narrative Reporting Home page, select Library.


    EPM Cloud Narrative Reporting Home page with the Library option selected

  2. Under Library on the left side of the screen, select the Reports folder.


    Reports folder selected in the library

  3. Click Actions Actions button, and then select Import.


    Actions menu with the Import options selected

  4. In the Import dialog box, select Local, and then click Browse.


    Import dialog box

  5. Select the Management Reporting Sample Reports.zip file that you saved to your local drive, and then click Open.

  6. In the Import dialog box, click OK to begin the import process.


    Import dialog box with the zip file displayed

  7. Click OK in the Information dialog box.


    Information dialog box

  8. Click Actions Actions button, and then select Refresh to see the sample reports.


    Actions menu with the Refresh option selected