2Analytics and Reports

This chapter contains the following:

Overview of Oracle Fusion General Accounting Dashboard

The Oracle Fusion General Accounting dashboard is the entry point to the General Ledger for both Oracle Fusion Accounting Hub and Oracle Fusion Applications.

The objective of the dashboard is to present information that you can use and the actions you can take as you move through the application. Changes, activities, and expectations can be immediately evaluated. Embedded data tabulations provide you with the information that is used to make better decisions.

The General Accounting dashboard displays information about:

  • Items that you or others want to approve

  • Items that you want to complete

  • Errors that have occurred and the actions that you want to take

  • Counts of issues, which assist you in determining the volume of work

  • Status of the self-monitoring processes

  • Information to quickly resolve exceptions, expedite approvals, and focus on understanding the business results

The first level of reporting appears in the General Accounting dashboard. You can save the data in portlets on the dashboard to a spreadsheet, analyze it using the spreadsheet functionality, and report on it separately.

Example of Viewing a Financial Report

Your company creates financial reports with Financial Reporting Studio. You need to view your monthly results on the most recent reports.

Review your financial report in HTML format for the current month.

Viewing a Financial Report

  1. Navigator > General Accounting: Financial Reporting Center.

  2. Select your Data Access Set.

  3. Use the Live Reports and Books tab to review reports or groups of reports called books in various formats including PDF, Excel, and HTML

  4. Click the View as HTML button on the desired report.

  5. Use the Respond to Prompts window to select the report criteria.

  6. Click the Go to Member Selection icon next to the desired dimensions.

  7. Click the Expand button for the desired dimension and continue to expand until the desired value is available to be selected.

  8. Click the Add to Selected icon.

  9. Click the OK button until the report opens. The report displays as an HTML web page

  10. Click the Done button to return to the Financial Reporting Center.

FAQs

There are different ways to view and work with your analytics and reports. You can view analyses, dashboards, and reports in the course of your work, on your usual pages and infolets. Or you can find them in the business intelligence catalog with the Reports and Analytics work area and the Reports and Analytics panel tab.

View Analytics in Infolets

Use your favorite infolet pages to find analytics.

  1. Use the page controls and Previous and Next icons to explore infolet pages in the home page. You may also find infolets in some work areas.

  2. You may find analytics in infolets with summaries and aggregations or performance metrics.

  3. Click an infolet to open a detailed analysis. So for example, if an infolet has transactions summed to a total, click it to view details of the underlying transactions.

  4. Click Done to return.

View Objects in Familiar Work Areas and Pages

Use analyses, dashboards, and reports available in your usual pages and work areas.

  1. Explore your pages. Some may include analysis and report links or embedded objects, sometimes in tabs or panel tabs.

  2. Some work areas have a Reports and Analytics panel tab, where you explore catalog folders for relevant analyses and reports for the work area. And if you have permission, you can map more objects to the work area if they're appropriate.

    1. Open the panel tab.

    2. Expand the Shared Reports and Analytics folder and explore the available content.

    3. Click the link for any object and see its type to determine whether it's an analysis, a report, or a dashboard.

    4. Click View to open the object.

View Objects in the Reports and Analytics Work Area

Use the Reports and Analytics work area to search or browse the catalog and view any analysis, dashboard, or report you have access to. It opens at the highest level of the catalog's folder hierarchy with all objects you have marked as favorites.

Here are some things you can do in the Reports and Analytics work area.

  1. Click Navigator > Tools > Reports and Analytics.

  2. Filter and search for objects:

    1. From the Filter list, select what you want to find.

    2. To view objects you have marked as favorites, select Favorites in the list. Or select Recent Items to view objects you recently worked with, or a recent search to run it again. Enter a name or part of a name and click the Search icon.

    3. In the search results, use the icons to identify what the objects are.

    4. Click the name of an object to open it, or click More and select an action.

  3. In the breadcrumbs, browse the catalog folders for analytics and reports. Click any Hierarchical Selector icon to select a different node for the next level in the hierarchy.

  4. Mark objects as favorites.

    • Select Favorites in the Saved Searches to display your favorite objects.

    • Click the Add Favorites icon for an object to mark it as a favorite.

    • Click the Remove from Favorites icon to remove an object from your favorites.

  5. Create and edit analyses and reports.

    1. Click Create and select Report or Analysis.

    2. Use wizards to create your analysis or report.

  6. Click the Browse Catalog button (or click theMore icon for a specific report, dashboard, or analysis) to use more features.

View Analyses

An analysis queries against your company's data and answers business questions with visualizations, such as charts and tables. They may appear in your pages, or as parts of a dashboard.

  1. From the catalog folders or search results, open an analysis to view.

  2. Click Refresh to rerun the analysis and refresh its data.

  3. Click Print and select either Printable PDF or Printable HTML to open a printable version.

  4. Click Export to get analysis data in various formats, for example PDF, Excel, PowerPoint, and XML.

Use Dashboards to View Grouped Analyses

Dashboards group analyses to give you meaningful related information. A dashboard contains pages of analyses, prompts that filter information, and other objects.

  1. From the catalog folders or search results, open a dashboard to view.

  2. Select values for any dashboard prompts to filter the dashboard.

  3. Click Apply to refine the results of all of the analyses in the dashboard.

View Reports

Reports show data in a predefined format that's optimized for printing.

  1. From the catalog folders or search results, open a report.

  2. Click the View Report icon if you want a different format.

    • Choose HTML or PDF to display the report in a format for printing. Because it's optimized for printing, PDF often provides the best results.

    • You can also export the report as RTF for editing in a word processor, or as Excel or PowerPoint.

  3. From the catalog folders or search results, you can also:

    • Click Edit to edit the report properties, layout, and data model.

    • Click Report History to see details about past submissions of the report.

    • Click Schedule to schedule the report to be run.

Why do I see amounts of zero in analyses?

The currency exchange rates might not be set up correctly. For example, you choose EUR as your preferred currency in general preferences, and your corporate currency is USD. Amounts in analyses are displayed in EUR after conversion from USD, based on the current exchange rate. But if the exchange rate between EUR and USD isn't set up, or if the conversion fails for any reason, then the amounts show as zero.