Create a Folder from the Financial Reporting Center

The Financial Reporting Center is a tool for accessing, designing, and presenting financial reports and analytic data.

Configure Financial Reporting Center

You have access to reports through the folder structure in the Financial Reporting Center and Workspace that's installed with Oracle Fusion Financials. Your Oracle Fusion Business Intelligence (BI) administrator defines the folder structure in Workspace your company's security requirements for folders and reports, as well as report distribution requirements for financial reporting batches.

Security can be set on folders and reports from Workspace. The BI Catalog stores both the Financial Reports and the BI Publisher Reports. Your BI administrator grants access to the folders and reports that you need.

Create and Secure a Folder Structure

To create a folder or subfolder:

1. From the Financial Reporting Center, open the Tasks pane and click the Open Workspace for Financial Reports task.

2. From the Navigate menu, select Applications, then BI Catalog.

3. On the Oracle BI Catalog page, go to the location in the Folders panel where you want to create the folder.

4. In the Oracle BI Catalog toolbar, click New and select Folder.

5. On the New Folder window, enter the folder name.

6. Click OK.

To assign permissions to a folder:

1. From the Financial Reporting Center, open the Tasks pane and click the Open Workspace for Financial Reports task.

2. From the Navigate menu, select Applications, then BI Catalog.

3. Search for the folder to which you want to assign permissions.

4. Go to the Tasks panel and click Permissions.

5. On the Permissions window, click the Add user or roles icon.

6. On the Add Application Roles and Users window, query the roles and select the ones you want to add.

7. Click the Move button.

8. Set the permission to the intended level, for example, Full Control.

9. Click OK.