About Working with Management Reports in Smart View

Management Reporting is a cloud-based reporting solution for creating Oracle Enterprise Performance Management Cloud financial and managerial reports. These reports enable users to insert charts and grids from multiple EPM Cloud sources, such as Oracle Planning and Budgeting Cloud and Oracle Analytics Cloud - Essbase, into a single report.

Management Report grids are tables that contain data from external data source connections. Administrators add grids to Management Reports, defining the dimension layout, selecting members, and then formatting the grid. Using text, dimensions, members, and formulas, administrators define the grid content.

In Oracle Smart View for Office for Excel, Oracle Enterprise Performance Reporting Cloud users can import the Management Report grids as ad hoc grids, and then perform supported ad hoc operations on the grids, directly against the data source, such as pivoting and member selection. The grids can be saved and then used as sources for embedded content in report package doclets.

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For more information on Management Reporting, see Designing with Management Reporting for Oracle Enterprise Performance Reporting Cloud, available on the Oracle Help Center, Oracle Enterprise Performance Reporting Cloud page, Books tab.