1. Designing with Reports for Oracle Enterprise Performance Management Cloud
  2. Migrating Reports from Financial Reporting
  3. Migrating Financial Reporting in Narrative Reporting

Migrating Financial Reporting in Narrative Reporting

You can migrate reports and saved objects created in Financial Reporting to Reports by exporting them from Financial Reporting and then importing them into Reports. When the reports and objects are imported into Reports, the system converts the Financial Reporting elements to the Reports equivalents where available. See Differences between Financial Reporting and Reports.

Note:

You can migrate reports and objects that were created in Financial Reporting EPM Cloud, and on-premises version 11.1.2.4 and later.

Exporting Reports

You can export reports and saved objects from Financial Reporting one at a time, or in bulk. When you export a single report, the report is extracted to a DES (for a report) or RPT (for a snapshot) file. When you export a single saved object, the object is exported to its native file format: ROG (grids), ROI (image) or ROT (text box). When you extract multiple reports and/or saved objects, they are extracted to a Reports.ZIP file. Financial Reporting Chart objects do not contain the chart definition or related grid information, therefore they are not supported for migration to Reports.

To export reports and objects from Financial Reporting:

  1. Perform an action:

    • From an Enterprise Performance Management cloud service that supports Financial Reporting (for example, Planning Modules), select Navigator, and then Explore Repository to view the Financial Reporting reports and objects that are available to be migrated.

    • From an on-premises Enterprise Performance Management Workspace instance, navigate to the Explore module to browse the Financial Reporting reports and objects that are available to be migrated

  2. From the repository, select File, then Export.

  3. Select the reports and objects that you want to migrate, and then click OK.


    screenshot shows the export dialog box with the Account Summary and Balance Sheet - Forecast reports highlighted to export.

  4. Select Save File, and then click OK.

  5. Browse to a location to save the file, and then click OK.

    The reports are saved in a DES (for reports) or RPT (for snapshots) file, the objects are saved to their native file format of either ROG, ROI, ROT, or Reports.ZIP for multiple reports and objects.

Importing Reports

To import Financial Reporting reports and objects into Reports:

  1. In Narrative Reporting, navigate to the Library.

  2. In the Library folder, click Actions, and then select Import.

  3. In the Import dialog box, perform the following actions:

    1. In File, select Local.

    2. Click Browse, and locate the previously exported file on your local machine.

    3. Select the location to import the file to.

    4. Click OK.


    screenshot shows the import dialog box with the settings described in this step

  4. Click OK on the message that the import is running.

  5. To see the results of the import, click Actions, and then select Refresh.

    The migrated reports are displayed. Click the name of a report to open it in Reports.

    Note:

    • Reports restricts report names to 80 characters. Any report names longer are truncated.

    • Financial Reporting saved objects are migrated to shared reports in Reports.

    • When migrating Financial Reporting reports that have inserted shared objects, you should import the source shared objects first, then import the reports that utilize the saved objects.

    • Importing Financial Reporting chart objects currently results in empty chart object in Reports due to a Financial Reporting bug that doesn't not include the chart definition in the chart object export file.