Setting Your Report Preferences

You can set preferences for how you want to print and export next-generation Reports and Financial Reporting reports.

1. On the Home page, click Tools , and then User Preferences .
2. Click Reports.
3. At the top of the page, there are two tabs from which to choose.
   • Reports for next-generation Reports
   • Financial Reports for Financial Reporting
4. For Reports, set these preferences:

   Table 14-1 Reports Preferences

   Option	Description
   Preview POV	When enabled, opening or previewing a report requires you to click to refresh data.
   Unit of Measurement	Select Inch or Centimeter as the unit of measure.

5. For Financial Reports, set these preferences:

   Table 14-2 Financial Reporting Preferences

   Option	Description
   Default Preview Mode	Select whether to preview reports in PDF or HTML format.
   User POV Preview	Select On to preview selected POV members.
   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.
   Query-Ready Export	Select how reports are exported to Excel: Export Mode: Smart View: Exports the report to Oracle Smart View for Office (the default). This option launches a link that opens Smart View. To use this option, you must install Smart View. See Working with Business Process Data in Excel. Excel Grid: Opens the exported report in Microsoft Excel, but without the Smart View connection. 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 As, select either: Image: To generate a .jpg-based .doc file, where the report content is an image for each page in the Word document. The image format will have the same layout as it does in the PDF, but you can't edit the image. Document (.docx): To generate a .docx file, where the report content is output to the document as text and tables. Charts are rendered as images, which you can edit in Word. However, report components are lost in the layout information; all the components go to left side in a .docx document. If you have two Financial Reporting objects side-by-side, the right-most object is displayed under the left-most object. Some Financial Reporting functions, such as page (), do not work correctly. 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.