Open Performance Obligation Report

Overview

The Open Performance Obligation Report lists open performance obligations. Use the Oracle Transactional Business Intelligence (OTBI) Open Performance Obligation Report to analyze the open performance obligations for a selected ledger. You can filter the report output by attributes such as legal entity and customer name.

You can also copy the report and use it as a starting point to create a report that will meet your own unique reporting needs.

Key Insights

Use the report to analyze open performance obligations and their expected settlement and revenue recognition for the selected ledger.

Understand the Seeded Report Printing Limitation

In the seeded version of the report, the Print option is set to Visible by default and cannot be changed. This setting limits the printed output to only the rows currently displayed on the screen.

Copy the Report to a Custom Folder

To enable additional printing options, copy the seeded report to a custom folder.

After the report is copied, settings that are intentionally locked in the seeded version become editable. Users can then modify the print option from Visible to All.

Print All Report Results

To print the complete report results for the dashboard:

Copy the seeded report to a custom folder.
Open the copied report.
Change the print option from Visible to All.
Selecting All allows users to print the complete report results rather than only the rows displayed on the screen.
Save the updated report.

Manage the Export Row Limit

The number of rows that can be exported is limited by Microsoft Excel's maximum worksheet capacity, which is approximately one million rows.

When the report results exceed this limit, refine the filter criteria and export the data in multiple batches.

Frequently Asked Questions

This table lists frequently asked questions about the Open Performance Obligation Report.

FAQ	Answer
How do I find this report?	From the Reports and Analytics pane, navigate to Shared Folders > Financials > Revenue Management > Revenue Recognition.
Who uses this report?	Revenue Manager or Revenue Analyst
When do I use this report?	When I need information about the expected settlement and revenue recognition for existing open obligations.
Can I print the entire report?	The default printing option for the report is Visible. You can’t change this value at this time. However, you may copy the printed report to a custom folder so that all locked options are available in the seeded version. After copying the report to a custom folder, you can edit the printing option. Choose one of these printing options: Visible to All to print all report results for the entire dashboard. Visible to print only what is displayed on the report. Note: The maximum rows that can be exported is limited by Excel (approximately 1 million rows). You may adjust the filter criteria and print in batches to get the entire results if they exceed the limits.
What can I do with this report?	Analyze open performance obligations and their expected settlement and revenue recognition by ledger.
What type of report is this?	Oracle Transactional Business Intelligence

Related Subject Areas

This report uses the Revenue Management - Customer Contracts Real Time subject area.