Introduction to Management Reporting for Enterprise Performance Reporting (EPRCS)

Where can I get an introduction to management reporting for Enterprise Performance Reporting (EPRCS)?

Thank you to Dave Roberts, Senior Manager, Cloud Operations for the presentation on this topic.

What is Management Reporting?

• The Management Reporting Hub for supported Oracle EPM /OAC and ERP Cloud sources
• Supports grids and charts against multiple sources
• Completely Integrated with the collaborative narrative reporting process via the Reference Doclet Framework

Integrated with the Collaborative Narrative Reporting Process

• Embed grids and charts in Word and PowerPoint report package doclets.
• Insert entire reports into PDF report packages (coming soon)
• Utilize EPRCS report package variables to drive the POV in reports and report content
  • Changing the variable updates the POV for all MR reports in the report package.
• Server-side refresh with automatic doclet updates

User-friendly, robust report development

• Easy-to-use drag and drop interface for designing and editing reports
  • Create, insert and position report objects (grids, charts, image, textbox) into a report
• Design and preview the results of a individual grid or chart
• Utilize formulas and text functions
• Migrate Financial Reporting (FR) reports

Enhanced Charting

• Bar/Line/Area/Combo
• Pie
• Waterfall
• Doughnut
• Polar Bar/Line/Fill
• Radar Line/Fill
• Scatter
• Bubble

Other Feature Highlights

• Prompts for Member Selection
• Conditional Formatting and Suppression
• Zoom on Parent
• Drill to Content

Formatting and Design Features

• Ability to add physical pages, each page with different content
• Select members for multiple dimensions in the row and columns
• Charts can be sourced from a grid that is embedded with the chart
• Snap and resize report objects to guidelines
• Grid row banding
• Ability to reorder and hide POV dimensions
• Copy grid rows/columns and grid formatting
• Grid-level Alias table selection

Data Source Features

• Dynamic member selection functions
• Substitution variables
• Text functions
• Cell text
• Financial intelligence
• UDAs and Attributes

References:

• Presentation - provided by Dave Roberts, Senior Manager, Cloud Operations
• Help Center