Open Performance Obligation Report

Use the Oracle Transactional Business Intelligence (OTBI) Open Performance Obligation Report to analyze the open performance obligations for a selected ledger including their expected settlement and revenue recognition.

Overview

The Open Performance Obligation Report lists open performance obligations. You can filter the report 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 customized report that meets your specific reporting requirements.

Use and Customize Seeded Reports

The seeded reports are sample reports. Download seeded reports to your personal folder and customize them based on your requirements. You can view, print, and export them after viewing reporting results.

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:

1. Copy the seeded report to a custom folder.
2. Open the copied report.
3. 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.

4. Save the updated report.

Manage Export Limits

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.

Report Details

Provides report access, audience, usage, printing, functionality, and report-type information.

This table shows the details of the Open Performance Obligation Report.

Detail	Description
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 can copy the seeded report to a custom folder and create a new report from that version to access the full printing functionality. 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.