1. Creating and Managing Report Packages for Narrative Reporting
  2. Creating Report Packages
  3. Adding and Organizing Report Package Content
  4. Adding a Management Report to a Reference Doclet

Adding a Management Report to a Reference Doclet

For Microsoft Word and PowerPoint-based report packages, in order to consume available content from a management report created from Narrative Reporting, you have to first add the management report to a Reference Doclet in a report in the report center and then make the management report content available for consumption by doclet authors in their doclets. If, after inserting charts and graphs from a management report in a doclet, the management report content changes (for example, a chart or graph's report POV changes), or if the data is refreshed or the management report definition changes, the updates are automatically pushed to the doclets where the available content from the management report is consumed. This is known as a server-side refresh of data.

Note:

For PDF-based report packages, you insert Reports reports directly as doclets. You do not need to use reference doclets to access portions of the Reports report. See Adding Doclets.

You can insert a management report with prompts into a report package as a reference doclet. You respond to the prompts when you insert the report and when you refresh the snapshot. When you check the reference doclet in, all doclets that consume that reference doclet are updated to reflect the prompt selection. See "Using Prompts in Management Reporting Reference Doclets" in the Designing with Reports for Oracle Enterprise Performance Management Cloud guide.

Note:

The following format settings in the management report are overridden by the global settings at the report package level when the reference doclet is merged into the report package:

  • Thousands separator

  • Decimal separator

  • Unit of measurement

See Creating the Report Package Structure.

The following is an example of a chart and graph that was created with Reports that was then inserted in a doclet. For more information on Reports, see Designing with Reports for Oracle Enterprise Performance Management Cloud and Working with Reports for Oracle Enterprise Performance Management Cloud.


Reports sample in a doclet.

To add a management report to a Reference doclet:

  1. Select Add doclet. from the report center.

  2. Add a Reference doclet to a Report Package from the report center. The Reference Doclet Properties is displayed.

  3. Enter a Name and Description. Name is required.

  4. From the required Type field, select Report.

  5. Select Browse and browse to a management report in the Library to include in the Reference doclet.

    Note:

    You can easily navigate to the shared folder location by clicking on Shared Folder within the Browse dialog.

  6. Specify if you want to link the report to the selected report in the Library. When linking the report to the Library report:

    • If the Library report design changes, when refreshing data for the report reference doclet in the report package, it will reflect the design of the Library report instance.
    • The report reference doclet instance can be refreshed, replaced or previewed, but unlike a report reference doclet that is not linked, you cannot edit the report design within the report package, the Library instance of the report will need to be edited directly.
  7. Define a POV using the Report POV dialog, or respond to the management report prompts (if applicable).

    Note:

    Once a report is selected and a POV defined, a snapshot of the report (including data) is taken and stored with the report package. It is no longer linked to the original report in the Library.

  8. Select a member for each POV dimension for the report from the Report POV dialog.

    Note:

    Only available Global POV dimensions from the management report are displayed. If a POV dimension is in the Local POV or is not enabled for editing, it is not displayed here.

  9. Optional: Select a Variable instead of a member.

    Note:

    If a Variable is selected, you can set the report to automatically refresh when a POV Variable changes. Select the Auto Update Variables check box in the Report POV dialog.

    When a report POV is updated in the report package:

    • The report is refreshed and doclets containing content from the report are automatically checked out, updated and checked in.

    • Upon check-in, a new version of a doclet is created.

    • There is no need to open files locally and refresh manually after the report POV change is made.

  10. Select OK from the POV dialog.

  11. Select Act on Content , Preview Report Snapshot to preview the report snapshot with the report data.