Settings and Actions Menu

You can take actions from the Settings and Actions Menu. Select the caret caret icon beside your user name to display the menu. Options may vary, depending on your assigned role.

Settings and Actions Menu

Reload Navigation Flow

The navigation flow controls which tasks users will see on the Home page. The available tasks are presented as individual cards that lead to a specific task, or a cluster such as Applications or Tax Provision National) that opens to display additional tasks within a grouping. The System Administrator can modify the default setting to create alternative navigation flows. Use this option to reload the active navigation flow.


Select this option to download utilities that are available for the Cloud, such as the following:

  • EPM Automate utility that allows administrators to remotely perform tasks within application instances and automate many repeatable tasks, such as the import and export of metadata and data.
  • Smart View provides a common Microsoft Office interface designed specifically for Oracle's Enterprise Performance Management (EPM) and Business Intelligence. Under Smart View, click Download from Oracle Technology Network, and then click Download Now.
  • Smart View Add-On for Administrator allows application administration activities, such as dimension management, to be performed from within the Excel interface.
  • Smart View Extension for Close and Supplemental Data allows the management of applicationes and supplemental data to be performed from within the Excel interface.


Select this option to view the Tax Reporting Get Started page, which offers access to the product documentation and videos, and other task-related topics.

Help on this Topic

This option displays online help for the current topic, if available.

Cloud Customer Connect

Cloud Customer Connect is an exclusive community for members to connect with other members and discuss issues or share ideas. Select this option for a direct link to Cloud Customer Connect to access:

  • Discussion forums to pose questions, explore ideas, and discuss Oracle Applications.
  • News about upcoming events that showcase new release functionality, industry best practices, and more.
  • Documentation and videos to help you prepare for a successful transition to the latest release.
  • Idea Labs to share your ideas on product enhancements, vote, and comment on your favorites.

After you sign in, you can select Enterprise Performance Management to navigate directly to your Cloud product, to view release information, tips and tricks, and other posts.

Provide Feedback

If you encounter an issue while using the application, use the Provide Feedback option to describe the issue and the steps to reproduce it. To expedite the resolution of issues that you find in the application, Oracle recommends that you add multiple screenshots to your feedback submissions. Adding a succession of screenshots that show your progress through a task enables you to create a storyboard that shows Oracle how to recreate your issue.

Each time a user submits feedback to Oracle, a feedback notification, a subset of the information that a user submits using the Provide Feedback function, is sent to Service Administrators and to the user who submits the feedback. These notifications enable Service Administrators to review submitted issues and suggest corrective actions. Feedback notification is enabled by default. Each Service Administrator can turn off the notification by clicking the Unsubscribe link embedded in the email. See Disabling Feedback Notification. Regardless of the subscription status, a notification is always sent to the user who submits the feedback. Before providing feedback, ensure that you are at the stage in the process when the problem was observed.


Using this option to provide feedback sends your submission to Oracle but does not create a service request. If a Service Administrator cannot resolve the issue, then you can create a service request using the information that you submit.

  1. From any page, select Provide Feedback.
  2. In Feedback, describe the issue that you encountered.
  3. Optional: Select an option to highlight or darken areas of the screen in the next two steps:
    1. Select Highlight, and then click and drag on the screen to highlight portions of the screen, for example, to highlight errors or issues.
    2. Select Darken, and then click and drag on the screen to hide portions of the screen. Use this option to hide sensitive data in the screenshot.
  4. Click camera add icon to capture the screenshot.
  5. Navigate to another page and select camera add icon to capture another screen. The Captured Image is incremented for each screenshot.
  6. Repeat steps above for additional captures.
  7. When you have added all the screen captures, click Submit.
  8. Review the browser, environment, and plug-in information. Click the right-pointing arrow to review screenshots.
  9. Click Submit.
  10. Click Close.

Oracle Support

Select this option to navigate directly to the My Oracle Support site to search for solutions, download patches and updates and create a service request.


Contains Tax Reporting notices and version information.

Sign Out

Exits Tax Reporting.