Creating Report Package Structures from a File

Use Smart View to create an Oracle Enterprise Performance Reporting Cloud report package structure from a Word or PDF file.

Note:

Before you begin, launch Oracle Smart View for Office and log in to Oracle Enterprise Performance Reporting Cloud.

To create a report package structure from a Word or PDF file:

1. In Performance Reporting Home, select New Report Package to launch the New Report Package dialog.
2. To create a new report package structure from a PDF file or Word document, click the radio button next to this icon:
   
   
   
3. Enter a Report Package Name and optional Report Package Description.
4. In Report Package Type, Word is the default and only option available.
5. For Location to save in Library, click Select, then navigate to the Library folder in which to save the report package and select it, and then click Select in the Report Package Save Location dialog.
6. For Document to split and import into a report package, click Select File, then navigate to the file and select it, and then click Open.

   Use the filter control at the bottom right of the Open dialog to filter by document type: Word (.docx) or PDF (.pdf).

   The example in Figure 17-11 shows the New Report Package dialog with the Vision.pdf file selected for splitting into individual Word files. In the example, the report package structure we're creating will be stored in the Quarterly folder in the Library.

   Figure 17-11 Options for Creating a Report Package Structure from a Document, Before Generating Doclets

   
   
   
7. Click Generate Doclets.

   A message is displayed informing you that the operation can take some time to complete. To continue, click Yes in the message box.

   A second message is displayed informing you that the file will be converted into optimized, editable documents, and that the documents may not look exactly like the original file, but they can be edited later. To continue, click OK in the message.

   Once the file generation process is complete, in the bottom of portion of the dialog, the temporary folder where the files are being stored is displayed in the left pane; the files that were created in the right pane, as shown in Figure 17-12.

   Also, a default style sample is provided based on the file that was just split.

   Figure 17-12 Options for Creating a Report Package Structure from a Document, After Generating Doclets

   
   
   
8. At the bottom portion of the dialog, in the right pane, to make any necessary changes to the doclet type, click the arrow in the cells under Type, and select a doclet type.

   For example, after evaluation by Oracle Enterprise Performance Reporting Cloud, a Word document was designated a Regular doclet , but you want to change the designation to Supplemental.

9. Optional: At the bottom portion of the dialog, in the right pane, click in the cells under Name and Description to change doclet names and add descriptions to the doclets.

   If required, you can add descriptions to the doclets later in Smart View; see Editing Report Package, Doclet, and Section Properties.

10. Verify that the information you entered in the New Report Package dialog is correct, and then click Import.

    When the import is completed, you are returned to the Performance Reporting Panel, where you can click the link provided to open the report package in Smart View.

    Figure 17-13 Performance Reporting Panel with Link to New Report Package

    
    
    

    Alternatively, if you invoked the New Report Package command by right-clicking on a Library folder, then click to refresh the panel to view the new report package in that folder.