9 Log In and Start Checklist for Narrative Reporting Viewers

Welcome, Narrative Reporting Viewers!

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

Make sure your browser meets the prerequisites.

Read this: Setting Up Browsers for Cloud EPM (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)

4. Learn about Smart View.

   Read this: Learn About Smart View (5 minutes)

Start using Narrative Reporting

1. Learn how to use Report Packages.

   • Read this: Learn About Report Packages (15 minutes)

   • Watch this: Overview of Report Packages Part 1 (5 minutes)

   • Watch this: Overview of Report Packages Part 2 (4 minutes)

2. Learn how to use Reports, and Books.

   • Read this: Learning About Reports (15 minutes)

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

   • Read this: Viewing Reports (4 minutes)

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

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