Oracle EPM Narrative Reporting

Use these checklists on your first day! Follow the steps to do initial tasks like set up your environment, log in, enter data, analyze forms and use reports. The checklists are organized by predefined roles for Service Administrators, Power Users, Users, and Viewers.

Select your predefined role, then use a checklist to get started on your first day.

Service Administrator

As a Service Administrator you are a technical leader. You perform all functional activities, including granting predefined roles to Narrative Reporting users.

Power User

As a Power User you are a department head or business unit manager in charge of a region. You manage several functional areas in Narrative Reporting. For example, you can create report packages and reports definitions, create folders, and create and maintain all artifacts.


As a User you view the Narrative Reporting artifacts to which you have access.


As a Viewer you view reports and other artifacts to which you have access. This is the minimum role required to sign in to and use an environment.