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 Enterprise Performance Management Cloud sources, Essbase Cloud, and ERP Cloud Financials. Reports is also embedded in the EPM Cloud Platform business processes and applications: Enterprise Profitability and Cost Management, Planning and Planning Modules, Financial Consolidation and Close, Tax Reporting, and FreeForm (EPM Cloud 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 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 output for each member.

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. EPM Cloud 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 EPM Automate Commands (via Third party scheduler).

  • Migrate Financial Reporting (FR reports) to Reports.

In EPM Cloud deployments:

  • Reports does not include Notes.

  • Reports are integrated with Narrative Reporting via Remote Libraries, however Reports in EPM Cloud 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 EPM Cloud instances. Data Sources are automatically created based on the EPM Cloud application cubes that are on the instance.

  • Reports, security, and POV selections are managed by the EPM Cloud platform. Reports are stored in the EPM Cloud repository.

  • Reports, books, and bursting definitions can be moved between environments using the EPM Cloud Lifecycle Management.

  • Fonts are uploaded and managed in Application Setting in Reporting Settings.

  • Scheduling for bursting definitions is done via the EPM Cloud platform Job Scheduler.

Watch this overview video to understand the highlights of Reports.

video icon -- Reports in EPM Cloud Narrative Reporting.

video icon -- Reporting in the new EPM Cloud Platform..

Watch this tutorial video, you’ll learn how to create reports.

video icon -- Creating Reports in Narrative Reporting Cloud.

video icon -- Creating Reports in EPM Cloud.