Working with the Reports Reporting Solution

Overview of Reports

Reports, which has previously been available as Management Reporting in the Narrative Reporting business process, is now embedded in the Oracle Enterprise Performance Management Cloud Platform business processes and applications alongside, and eventually replacing, Financial Reporting. Reports provides a user-friendly, robust report development framework along with an enriched report viewer experience.

To learn about designing and working with the Reports reporting solution, see the following topics and guides:

Accessing Reports and Viewing the Reports Repository

To view the next-generation Reports, on the Home page, click Reports icon, and then click the Reports tab Reports tab on the left side of the page.

The Reports listing page uses the same folder hierarchy as dashboards, infolets, and data entry forms and all artifacts and folders reside under a root folder called Library. Reports, books, and bursting definitions are stored in the Reports repository.

Note:

Only administrators can add files (for example, dashboards, infolets, forms, reports, and so on) to the Library root folder.

  • To search for Reports or a folder, enter search text in the Search box at the top of the pane and click Search icon.

  • On the listing page for Reports, you can toggle between viewing reports folders in a flat view or a tree view: Flat View and Tree View toggle buttons

You can also access 3rd party documents used and generated with Books and Bursting under Documents. For example, MS Word and PDF documents inserted in Books, and CSV files used in a bursting definition, along with PDF files generated by a bursting definition.

To view the Documents repository, on the Home page, click Reports, and then click the Documents tab Reports Documents tab on the left side of the page.

Managing Folders and Reports

Reports are managed on the Reports listing page with different view options available. Under Documents, you can access and maintain 3rd party documents used and generated with Books and Bursting; for example, MS Word and PDF documents inserted in Books and .CSV files used in a bursting definition, along with PDF files generated by a bursting definition.

Reports and Documents are grouped into folders. When viewing the Reports listing you can:

  • Search by a report artifact or document
  • Filter by a folder. For report artifacts, you can filter by the type (Report, Snapshot, Book, Bursting Definition)
  • Switch between a folder tree view or a flat list view: Flat View and Tree View toggle buttons

Report designers can perform the following folder and report management tasks by clicking the Actions icon icon for folders or for individual reports:

  • For folders:

    • Upload file (Documents only)

    • Create Folder

    • Delete

    • Rename

    • Move to

    • Assign Permissions

  • For reports, books, and bursting definitions:

    • Open (reports and books only)

    • Edit

    • Rename

    • Copy As

    • Delete

    • Move To

    • Assign Permissions

  • For documents:

    • Properties

    • Copy As

    • Delete

    • Move to

    • Assign Permissions

The Documents listing supports the following file types and extensions (the default file size limit is 5mb, except for .PDF which supports 100mb):

  • Word (.DOC, .DOCX)
  • Excel (.XLS, .XLSX)
  • Comma Separated Values (.CSV)
  • PDF (.PDF)
  • Text (.TXT)
  • PowerPoint (.PPT, .PPTX)

To upload a 3rd party file in Documents:

  1. In the Documents listing, select a destination folder, then either:

    • Click Upload in the top right of the Documents panel.

    • Click the Actions icon icon and select Upload File.

  2. In Upload File, select a file to upload from your local file system, and then click OK. The file will be uploaded to the selected folder.

To download a 3rd party file in Documents, in the Documents listing, browse to the desired file location and click on the file name to download it.

Reports Books and Bursting

Reports includes books and bursting functionality. Books provide the ability to group together one or more reports, books, and other documents, to generate a single PDF output. Bursting enables you to run a single report or book for more than one member of a single dimension for one data source, and publish a PDF output for each member. You can schedule a bursting definition as a scheduled job. To learn how to work with the books and bursting features in Reports, see the following topics in Designing with Reports for Oracle Enterprise Performance Management Cloud :

To schedule a bursting definition as a scheduled job, see Scheduling Jobs in Administering Planning .

Migrating Financial Reporting Reports to Reports

You can migrate Financial Reporting reports to Reports either with in-place migration where you can migrate all or individual reports, or by importing Financial Reporting report files that were exported locally from the Explore Repository. Please note when migrating, the system will convert as many elements of the original report into the Reports equivalent as possible. However, there are differences between the two solutions, and not all elements exist in both solutions. You may have to modify certain elements after the report has been migrated in order to produce a report that is equivalent to the original report.

Financial Reporting will eventually be removed at some future undetermined date, after you have ample time to migrate your content from Financial Reporting to Reports.

See Migrating Reports from Financial Reporting in Designing with Reports for Oracle Enterprise Performance Management Cloud .

Managing Fonts in Reports

Oracle recommends that the report designer upload any TrueType fonts that your company uses to produce reports. You can upload individual font files or zipped files containing multiple TrueType fonts to the Fonts folder using Application Settings.

The font file must be a TrueType font and cannot already exist in the font folder structure. If you do upload a duplicate font, you will receive an error message indicating the duplicate (or invalid) font file. If you uploaded multiple fonts in a zip file, all other valid files are loaded.

To upload fonts in EPM Cloud deployments:

  1. From an EPM Cloud service, click Application, and then click Settings. For more information, see What Application and System Settings Can I Specify? in Administering Planning .

  2. To specify the reporting options, click Report Settings.

  3. From the Settings page, click Manage Fonts.

  4. From the Fonts page, click create icon, and then select Upload File.

  5. Click Browse in the Upload File dialog to navigate to the TrueType fonts that you want to upload, and then click OK.

    Note:

    If you need to upload more than one font, create a zip file. Be aware that it might take some time to perform the upload depending on the size of the font file.

Considerations

The backslash character ( \ ) is restricted in Reports.