Working with Reports Solution

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 (Planning, Financial Consolidation and Close, Tax Reporting, and Free Form) alongside, and eventually replacing, Financial Reporting. Reports provide a user-friendly, robust report development framework along with an enriched report viewer experience.

Reports also include books and bursting. Books provide the ability to group together one or more reports, books, and other documents, to generate a single PDF output. The bursting feature 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.

Reports, books, and bursting definitions are stored in the Reports repository. You can also access third-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 Library > Reports, and then click the Documents tab on the left side of the page.

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.

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

Note:

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

To design and work with the Reports, see the following topics in these guides: