9.5 Management Reporting
To access the PA Management Reporting canvas, select Analytics from the LHS Menu, and then select Management Reporting.
Note:
Before generating reports and analytics, it is mandatory to set the relevant currencies and currency rates. This is required for generating the reports with correct values. For more information about creating currencies and currency rates, see the following:Management Reporting is designed to provide timely and actionable Management Reports across organization, line of business, products, and legal entities. In addition to standard income statement and balance sheet reporting, you also get Risk Adjusted Performance Management (RAPM) reporting and scenario comparison analysis for profitability measures.
To feed the Management Reporting, refer to the Oracle Financial Services Profitability Analytics Cloud Service Data Flow document available at Doc ID: 28694909.1.
For the Management Reporting, refer to the following Data Flow sub-sections:
- PACS – Management Ledger
- PACS – Management Reporting
- PACS – Management Line Items & Metrics
For Income Statement and Balance Sheet Hierarchies, or any other Hierarchy created out of Financial Element dimension, a Financial Element carrying a percentage value cannot be added as a child, Sibling to a child or Leaf under Parent/ Child/ Sibling in the Hierarchy. Users are expected to be mindful not to map a portfolio column to a FE denoting a rate or apply an expression, where a divisor is used in a way that the column value effectively becomes a rate, thus preventing a meaningful roll-up to the node of the hierarchy.