5 Log In and Start Checklist for Narrative Reporting Power Users

Welcome, Narrative Reporting Power Users!

Here’s a checklist to help you get going with Narrative Reporting on Day 1 of your experience, with links to documentation and other resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the Narrative Reporting application is ready to use. It is assumed that the Narrative Reporting business process has already been set up. There may be more or fewer tasks required for this role on Day 1, depending on your organization’s requirements, the application design, and the application roles you have been assigned.

Install clients and configure

1. Make sure your browser meets the prerequisites.

   Read this: Setting Up Browsers for Cloud EPM (10 minutes)

2. Optional: Install EPM Automate to remotely perform tasks within Oracle Fusion Cloud Enterprise Performance Management environments.

   Read this: Downloading and Installing Clients (10 minutes)

3. Optional: Install available clients as needed, such as:

   • Smart View (may already be installed)

   • Product-specific extensions

     Read this: Available Clients and Utilities (10 minutes)

Log in and setup

1. Log in to Narrative Reporting.

   Read this: Access Cloud EPM (10 minutes)

2. Navigate around the Home page.

   Read this: Overview of the Home Page (5 minutes)

3. Get ready to work in Narrative Reporting, such as setting preferences.

   Read this: Managing User Preferences (15 minutes)

Start using Narrative Reporting

1. Learn to create and manage Report Packages.

   • Read this: Report Package Design Considerations (5 minutes)
   • Read this: Create Report Packages (5 minutes)
   • Watch this video: Creating the Report Package Structure in Narrative Reporting (5 minutes)
   • Read this: Manage Report Packages (5 minutes)
   • Watch this video: Overview: Managing Report Packages in Narrative Reporting (5 minutes)
   • Read this: Work with the Sample Report Package (5 minutes)

2. Learn how to create folders using the Narrative Reporting Library.

   • Read this: Learning About the Library (5 minutes)
   • Watch this video: Learning About the Narrative Reporting Library (5 minutes)

3. Learn how to use Reports, Books, Bursting, and Notes.

   • Read this: Working with Reports (5 minutes)
   • Watch this video: Overview: Reports in Cloud EPM Narrative Reporting (5 minutes)
   • Read this: Working with Books (5 minutes)
   • Watch this video: Overview: Managing Books in Narrative Reporting (5 minutes)
   • Read this: Working with Bursting (5 minutes)
   • Watch this video: Creating Bursting Definitions (5 minutes)
   • Read this: Working with Notes (5 minutes)

4. Learn how to use Grids, Charts, Textboxes, Functions, and Formulas.

   • Read this: About grids (5 minutes)
   • Read this: Use the formula bar (5 minutes)
   • Read this: Work with functions (5 minutes)
   • Read this: Work with text boxes (5 minutes)
   • Read this: Work with charts (5 minutes)
   • Watch this video: Creating Charts (5 minutes)
   • Read this: Work with images (5 minutes)