Learning About Reports

Reports provides a user-friendly, robust report development framework along with an enriched report viewer experience. Reports is included with Narrative Reporting (Narrative Reporting deployment) where it enables you to insert charts and grids from multiple Oracle Fusion Cloud EPM sources, Essbase Cloud, and ERP Cloud Financials. Reports is also embedded in the Oracle Fusion Cloud Enterprise Performance Management Platform business processes and applications: Enterprise Profitability and Cost Management, Planning and Planning Modules, Financial Consolidation and Close, Tax Reporting, and FreeForm (Cloud EPM deployment) for single instance reporting.

Reports also includes books and bursting. Books provide the ability to group together one or more reports, Books, and other documents, to generate a single PDF or Excel output. Bursting enables you to run a single report or book for more than one member of a single dimension for one data source, and publish a PDF or Excel output for each member.

Reports can also be used to generate Cloud EPM System Reports (Enterprise licenses only), specifically for the Cloud EPM business processes and components, such as Task Manager, Supplemental Data, and Enterprise Journals. You can embed Data Tables within Reports to include system data, as required. You can accomplish this by inserting a relational table into a report, connecting to a Cloud EPM business process schema, selecting members, and then generating a system report based on Cloud EPM relational system data. You can also use some of the grid features in tables, such as member selector, prompts and POV, formatting, sorting, drill to content, conditional formatting/suppression, formulas, and grouping. The other Report features that are available with relational tables are charts, text boxes, books, bursting, and Excel output (reports only).

Reports in Narrative Reporting deployments also includes Notes for POV-based narrative text which is then displayed in formatted reports along with grids and charts. You can utilize Notes where reporting structure and narrative requirements are uniform across Entities, Departments, and so on. Cloud EPM deployments do not include Notes.

Reports provides an easy-to-use drag and drop interface for designing and editing reports. You can:

Create, insert and position report objects (grids, charts, image, textbox) into a report.
Design and preview the results of an individual grid or chart without having to run the entire report.
In Narrative Reporting deployments, insert report objects contained in a shared report to use the report objects in multiple reports, providing a single point of maintenance for the shared report objects.
Insert formulas to calculate grid values and text functions to dynamically retrieve report and grid metadata.
Utilize enhanced charting with a variety of chart types and features.
Use data source features in your reports such as dynamic member selection functions, substitution variables, cell text and file attachments, financial intelligence, UDAs, and Attributes.
Apply conditional formatting, text, and suppression to format grid cells or suppress data based on member information or data values.
Zoom on parent members to display detailed members and drill to other reports or source data.

In Narrative Reporting deployments, you can:

Embed Reports into Narrative Reporting report package doclets to integrate them in the collaborative narrative reporting process, with centralized Point of View (POV) control and server-side refresh with automatic doclet updates.
Combine cross-Cloud content into a single report. You create and define a data source connection to point to the desired data source.
Reports, security, and POV selections are managed within Narrative Reporting. Artifacts are stored and managed in the Narrative Reporting Library.
Reports, books, and bursting definitions can be exported and imported into another environment.
Fonts are uploaded and managed in the Narrative Reporting Library.
Scheduling for bursting definitions is done via the Narrative Reporting Job Console.
Migrate Financial Reporting (FR reports) to Reports via Library import of Financial Reporting (FR) report artifact exports.
Utilize Generative AI (GenAI) for generating narrative summaries in a text box or text rows or columns.

In Cloud EPM deployments:

Reports does not include Notes or Gen AI functionality.
Reports are integrated with Narrative Reporting via Remote Libraries, however Reports in Cloud EPM deployments cannot be inserted into Report Packages, or Books and Bursting Definitions in Narrative Reporting.
Reports is embedded in each business process, with single instance reporting. You cannot point to other Cloud EPM instances. Data Sources are automatically created based on the Cloud EPM application cubes that are on the instance.
Reports, security, and POV selections are managed by the Cloud EPM platform. Reports are stored in the Cloud EPM repository.
Reports, books, and bursting definitions can be moved between environments using the Cloud EPM Lifecycle Management.
Migrate Financial Reporting (FR reports) to Reports natively via the Financial Reporting card/tab.
Fonts are uploaded and managed in Application Setting in Reporting Settings.
Scheduling for bursting definitions is done via the Cloud EPM platform Job Scheduler.