7 Log In and Start Checklist for Narrative Reporting Users

Welcome to Narrative Reporting 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:

Some of this content may not be appropriate for your role (that is, for the activities you’ll be doing in Narrative Reporting). If you’re unsure about your role, talk to your service administrator. 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 EPM Cloud (10 minutes)

2. 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 EPM Cloud (10 minutes)

2. Navigate around the Home page.

   Read this: Overview of the Home Page (10 minutes)

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

   Read this: Managing User Preferences (10 minutes)

4. Learn about Smart View.

   Read this: Learn About Smart View (5 minutes)

Start using Narrative Reporting

1. Learn to create and manage Report Packages.

   • Read this: Overview of Report Packages (5 minutes)

   • Read this: Authoring and Approving Doclets (5 minutes)

   • Watch this video: Authoring and Approving Doclets in Narrative Reporting (5 minutes)

   • Read this: Review and Sign Off on Report Packages (5 minutes)

   • Watch this video: Reviewing Report Package Content (5 minutes)

2. Learn how to use Reports.

   • Read this: Learning About Reports (5 minutes)

   • Watch this video: Reports in EPM Cloud Narrative Reporting (5 minutes)

   • Read this: Viewing Reports (5 minutes)

   • Watch this video: Viewing and Interacting with Reports (5 minutes)

   • Read this: Working with Reports in Smart View (5 minutes)

   • Read this: Viewing and Interacting with Books (5 minutes)