Embed Size (px)
Citation preview
REMINDER
Check in on the COLLABORATE mobile app
OracleReportManager-WhataretheLeadingPrac6cesforIt'sConfigura6onandU6liza6on?
Preparedby:LeeBriggsPrac1ceDirector,FinancialsManagement
SessionID#:14984
SessionHousekeeping
■ PleasecheckinatthissessionontheCollaborateApp
■ Pleasesetyourcellphonestosilentmode
Agenda■ AboutthePresenter■ CompanyInforma1on■ WhatisReportManager?■ Configura1ons■ Crea1nganExcelTemplate(andLeadingPrac1ces)
■ ReportManagerSecurity■ Crea1ngConsumerAccess
What is Report Manager?
■ Let’sstartwithwhatReportManagerisNOT:▪ NOTintendedtobeamass“PrintJob”tool▪ NOTintendedtobean“ASachmentforEmail”tool▪ NOTintendedtobeusedbyaccoun1ngteamforreconcilia1onpurposes
■ ItisintendedtobeusedasaCentralOnlineRepositoryforRepor1ng,or,toputitanotherway
■ It’sdesignedtosavetrees
ReportManager:Overview
■ Onlinereportdistribu1onsystem■ Secureandcentralizedloca1ontoproduceandmanage
reports.■ Enablessubmissionandpublica1onof▪ FinancialStatementGenerator(FSG)▪ AdhocFSG▪ VariableFormatReports▪ StandardReports
■ Permitsreportavailabilityinafuture1meframe■ AccessiblebyANYuserusingawebbrowser■ ProvidesabilitytouploadANYtypeoffiletoacentral
repository
Architecture
ReportManagerUserTypes
■ Producers
■ Consumers
Responsibility
■ Bydefault–ReportManagerAccessisNOTassignedtoaresponsibility▪ AnewresponsibilitymaybecreatedORthefunc1onstoaccessthemenuitemsmustbeassignedtoanexis1ngresponsibility
DefinetheMenu
■ Menu:ReportManagerSuperUser■ UserMenuName:Selectauserdefinedmenuname.■ MenuType:Standard■ AddthefollowingFunc1onstothemenu:
FinancialReportTemplateEditor FSGDrilldown:BalanceInquiryPage
FinancialReportSubmission AccountAnalysisandDrilldown
StandardReportSubmission ReportSetPublish
RepositoryManagement ReportSetPublishingOp1ons
FSGDrilldownLaunchPage RequestSetPublish
FSGDrilldown:SelectContentSetRows RequestSetPublishingOp1ons
FSGDrilldown:Effec1veRangeSelec1onPage SecurityWorkbench
DefineaResponsibility■ DefinearesponsibilityforReportManagerSuperUser
▪ ThisshouldhavetheDataGroupasStandard.▪ IntheAvailableFromfieldchecktheradiobuSonfor“OracleSelf
ServicesWebApplica1ons”.▪ Themenunameshouldbetheonethatwasdefinedinthelaststep
onMenuDefini1on.▪ TherequestgroupshouldbeGLConcurrentProgramGroupforthe
applica1onGeneralLedger.ThisistoensurethatthereportsavailabletotheGeneralLedgerresponsibilityarealsoavailablethroughReportManager.
To create a report template using Report Manager ■ Log in to Report Manager. ■ Select Financial Report Template Editor. The Financial
Statement Generator Templates page appears. ■ Select the report that you created from the Report Name
LOV. ■ Select the Create New radio button. ■ Select a language. ■ Select Excel Template Editor from the Editor LOV. ■ Select Create. A message appears indicating the report
template is being created. ■ After the confirmation message appears, select Return. ■ Your report template appears in a separate Excel
spreadsheet.
StandardExcelFormaUng
Uploadthetemplate
Leading Practices for FSG Formatting
■ BeforeyoustarttouseReportManager,decidea“CorporateTheme”,ands1ckwithit▪ Logo?▪ Font?▪ FontSize?▪ Colors(RGBisyourbestfriend)
Leading Practices for FSG Formatting
■ Minimizetheforma^ngintheFSGdefini1on▪ BeforeReportManager,youcouldonlyshowunderliningbyinser1ng
“-”or“=”charactersbetweenrows▪ InReportManager,thiswilldisplayasacellwith“-”or“=”(which
looksreallyugly)▪ Instead,usecellborderfunc1onalitytoaddanunderlineordouble-
underline
Report Manager Security
■ SecurityWorkbenchallowsyoutoallowspecificuserstoseesegmentsinyourchartofaccounts
■ Let’sconsideranFSGwhichhasacontentsetaSachedtoit.▪ Contentsetwilldisplayaseparatecopyofthereportforeach
CompanyintheChartofAccounts▪ VisionOpera1onsonlywantstorunthereportonce,butisconcerned
thatusersonlyseeDepartmentsthattheyareresponsiblefor▪ User“TESTUSER”shouldonlyseeDepartments100,110,120and130
SecurityWorkbench
■ CanbeusedtosecurespecificCOAvaluesfromusers
■ IntheabovescreenshotwecanseethattheuserTESTUSERhasbeenassignedviewerprivilegestothevalues100,110,120,130.Thismeansthatthisusercanviewthereportoutputforthesevaluesonly.
■ Whilesubmi^ngthereportyouneedtomen1onthesecuritytypethatyouwanttoapplytothisreport.Thisishowyouselecttheexactsecuritymodelsyouwanttosubmityourreportwithduringthereportsubmission.
Report Manager Security Leading Practice
■ DependingonthenumberofSegmentValues,youmayneedtoupdateaprofileop1ontogetReportManagerSecuritytoworkcorrectly
■ Comparethevaluefor“FND:ViewObjectMaxSize”againstthenumberofsegmentvalues
■ LeadingPrac1ce–Setthistoatleastthenumberofvaluesinyourlargestnon-NaturalAccountSegment(atthe“ReportManager”applica1onlevel)
Report Manager Security Gotcha!
■ Whensecuritydoesn’tseemtoworkforyou..
■ Check“ADI: Allow sysadmin to view all output”
■ Eventhoughtheprofilesays“SYSADMIN”,itaffectsanyuserwith“SystemAdministrator”responsibility.
Consumer Access
■ How can Consumers get access to these reports?
■ 1 solution is to give them “Report Manager” responsibility ▪ This is generally frowned upon ▪ This responsibility has access to “Repository Maintenance”
■ Leading Practice solution is to create a new “Consumer” responsibility, and publish reports directly to the navigator.
Creation of Consumer Menu and Responsibility ■ Create Consumer Menu
▪ Only needs 5 functions, none of which are visible to the user UserFunc6onName Func6onName
AccountAnalysisandDrilldown GL_INQ_SEARCH
FSGDrilldown:LaunchPage GL_INQ_FSG_DRL_LAUNCH
FSGDrilldown:SelectContentSetRows GL_INQ_FSG_DRL_CONTENT
FSGDrilldown:Effec1veRangeSelec1onPage GL_INQ_FSG_DRL_EFF_RNG
FSGDrilldown:BalanceInquiryPage GL_INQ_FSG_DRL_BAL_INQ
Creation of Consumer Menu and Responsibility
Creation of Consumer Menu and Responsibility ■ Create Consumer Responsibility, using “Consumer” menu ■ Don’t forget to assign “MO:Operating Unit” and “GL: Ledger
Name” profiles ■ Additionally, add any MOAC profile settings ■ Assign the Responsibility to a Single User (for setups)
Creation of Consumer Menu and Responsibility
Creation of Consumer Menu and Responsibility ■ If you try to switch to this responsibility now, you’ll get an
error:
Publish a Financial Report Directly to the “Consumer” Responsibility (Step 1)
Publish a Financial Report Directly to the “Consumer” Responsibility (Step 2)
Publish a Financial Report Directly to the “Consumer” Responsibility (Step 3)
Publish a Financial Report Directly to the “Consumer” Responsibility (Step 4) ■ This is the important slide!
Publish a Financial Report Directly to the “Consumer” Responsibility (Step 5)
Publish a Financial Report Directly to the “Consumer” Responsibility ■ Don’t look at the output yet!! ■ Repeat this one time for each report you want to make
available to this responsibility ■ Once completed, bounce Apache (or use Functional
Administrator to clear cache) ■ Now switch responsibilities
Viewing Reports from “Consumer” responsibility
Using “Consumer” Responsibility
■ After you’ve run each report once (and bounced Apache), every time you re-run the report, it automatically shows up
Featuresin12.1Forward
■ ViewingOutputIcons(Ratherthanjustlists)■ LogoASachmentinExcelisSupported■ Newrequests
▪ ReportManagerFOGeneratorProgram(FOGenerator)— ThisrequestisrequiredforHTMLoutput
ViewingOutputIcons(Ratherthanjustlists)
Collaborative SIG - 2014 Session
IDSession DateandTime Room
13890 CS-PartI–TheRepor1ngConundrum?HowtoSolvetheRepor1ngNeedsofaMul1na1onal
WedApr9,
8:30AM Level1MarcoPolo805
14071 CS-PartII–ADIandReportManagerhowtheyhelpinprovidingasolu1ontoarepor1ngneed
11:00AM
14118 CS-PartIII–BIPublisherandAPEXrepor1ngcapabili1es
2:00PM
14406 CS-PartIV–BusinessIntelligencetotheforeforDashboardsandManagementrepor1ng
ThursApr10,
8:30AM Level1MarcoPolo80514925 CS-PartV–Hyperion–thefinancial
planningandbudge1ngtoolwithrepor1ngcapabili1es
9:45AM
14431 CS-PartVI–TheExternalRepor1ngEco-SystemwhichCompletestheE-BusinessSuiteIntegra1on
11:00AM
Please complete the session evaluation for session ID: 14984 We appreciate your feedback and insight
Thank you!!!
Twitter: @BTLeeBriggs
Linked In: www.linkedin.com/in/leebriggs2001
Email: [email protected]
You may complete the session evaluation either on paper or online via the mobile app
