3 Working with Reporting Artifacts in Remote Libraries

Remote Libraries in Narrative Reporting allow you to access reporting artifacts in Oracle Enterprise Performance Management Cloud platform instances on the same domain. In the Narrative Reporting Library, users can browse remote libraries for reporting artifacts to Open, or to Copy Reports from the EPM Cloud Platform to Narrative Reporting.

Supported artifacts include Reports and Report Snapshots, Books, Bursting, Microsoft Office files, and PDFs.

Note:

  • Remote Libraries are configured by the Service Administrator.

  • Narrative Reporting users accessing a Remote Library need to be a user and must have access permissions to artifacts on the Connections.

  • Remote Libraries cannot be enabled to access other Narrative Reporting instances, only EPM Cloud Platform instances (Enterprise Profitability and Cost Management, FreeForm, Planning, and Planning Modules, Financial Consolidation and Close, Tax Reporting).

  • You cannot edit any of the artifacts in a Report Library. You can only open any of the artifacts or copy Reports. Artifacts can only be edited directly in the EPM Cloud instance and not from the Remote Libraries in Narrative Reporting.

To access a Remote Library and its reporting artifacts:

  1. In the Narrative Reporting Home page, select Library.

  2. In the left panel, under Remote Libraries, click on a remote library to browse.

    The remote library’s folders and artifacts will be displayed in the Library right panel. You can select folders and subfolders to browse content.


    remote library
  3. You can perform the following actions on the different Artifact types:

    Table 3-1 Perform an action on the each of these Artifact types

    Artifact Type Access Point Actions
    Reports and Report Snapshots Actions Menu
    • Open

    • Open As: HTML, PDF, or Excel

    • Copy

    • Create Shortcut

    Books Actions Menu
    • Open

    • Open As: PDF or Excel

    • Create Shortcut

    Bursting Definition Click on artifact name
    • Open

    • Create Shortcut

    Microsoft Office files and PDFs Click on artifact name
    • Download the file

    • Create Shortcut

Creating a Shortcut For Remote Library Artifacts

Note:

Remote Libraries in Narrative Reporting allow you to access reporting artifacts in Oracle Enterprise Performance Management Cloud platform instances on the same domain.

To create a shortcut from a Remote Library, perform these steps:

  1. Log into Narrative Reporting Cloud.

  2. In the Narrative Reporting Library, under Remote Libraries, select a remote library and highlight a Report, Report Snapshot, Book, Bursting Definition, or a third-party file, and then click the Actions icon to select Create Shortcut from the EPM Cloud Platform to Narrative Reporting.

  3. Choose a destination folder in the Narrative Reporting Library, and click OK.

Note:

Remote Libraries are configured by the Service Administrator. If an administrator log into the Remote Library and deletes the artifact or third-party file, then all the shortcuts that are pointing to that remote library artifact or third-party files will be redundant in the local, as in the Narrative Reporting Library.