1. Working with Financial Consolidation and Close
  2. Setting Your Preferences
  3. Setting Your Reports Preferences

Setting Your Reports Preferences

You can set user preferences for viewing and working with reports.

You can set preferences for previewing, displaying, and working with Reports and Financial Reporting reports. For more details, see Designing with Reports for Oracle Enterprise Performance Management Cloud and Administering Financial Reporting for Oracle Enterprise Performance Management Cloud.

Note:

This tab is only available if Consolidation is enabled for the application.
  1. On the Home page, click Tools, and then click User Preferences.
  2. Click Reports.
  3. To set your preferences for working with Reports, on the top of the page, click the Reports tab, and set your preferences:
    • Preview POV: Select this option to preview the dimension members used in the POV for the report.
    • Unit of Measurement: From the drop-down list, select to display page margin sizes in Inch or Centimeter. The default unit of measurement is inches.
  4. To set your preferences for working with Financial Reporting, on the top of the page, click the Financial Reporting tab, and set your preferences:
    • Annotation Printing Preferences: Define how to print annotations in a report, and then click OK:

      • Select Details, and then under Use Footnote Details, select options to create a system-defined footnote. Generic formatting is applied and system-defined sizes and fonts are used. For example, you can select Title, Description, Category, Date, Author, Attachments, and Include Replies.

        Note:

        If you select Include Replies, select whether to include: All replies; the Top specified number of replies, starting from the initial reply; or the Bottom specified number of replies, which prints the initial annotation and the last number of specified replies. Enter the number of replies to print in the provided space.

      • Select Text Object to select a saved text box in the repository that contains the Financial Reporting text function Footnote. In the text box for Use Footnote Text Object, enter text to use in the footnote function in the report's text object to print annotations. The report designer creates footnote functions. This option provides more flexibility for formatting and printing annotations. For example, the footnote function may specify to print only grid annotations with different size, font, and color to be applied to the heading and content.

      • Select None to print no annotations.

    • Merge Equivalent Prompts: Select to respond only once or to respond consecutively to prompts and variables that are repeated.
    • Show Annotations: Select to include annotations in the report.
  5. Under Query-Ready Export, set your preferences for how reports are exported to Excel:
    • Export Mode:

      • Smart View: Exports the report as an Oracle Smart View for Office file.

      • Excel Grid: Opens the exported report in Microsoft Excel. Then under Export To, select:

        • New Worksheet: To open the exported report as a new sheet in an existing Excel workbook.

        • New Workbook: To open the exported report as sheet1 in a new Excel workbook.

      • Disabled: Hides the query-ready link when the report is displayed using HTML Preview.

    • Under Export To, select either:

      • New Worksheet: To open the exported report as a new sheet in an existing Excel workbook.

      • New Workbook: To open the exported report as sheet1 in a new Excel workbook.

  6. Click Save to save your preferences.