Still looking for Desktop ADI? Report Manager is way to go in R12!

February 27, 2009 10:10 AM 10:50 AM

Presented By

Praveen Kumar
Email:prkumar@astcorporation.com

Agenda
Overview of Report Manager and Availability Setup and Dependencies Financial Template Editor Repository Management Security Workbench FSG report submission and drilldown References Questions and Answers

Overview
Oracle Report Manager (ORM) is online repository for storing and viewing reports. ORM provides a secure and convenient location to access point in time reports published or uploaded to database. Publishing quality reports, complete with corporate logo and themes. Customizable to individual organizations need. Ability to submit standard and FSG reports. Manage storage and archiving of reports Rule based security

Overview : Report Types

Single Report: Report for a specific time period. Say for example you can have the Company Balance Sheet for the period Jun-2008. Single Report Over Time: One report published for multiple time periods. For example you publish the Company Balance Sheet for all the periods in your financial year. Expanded Report: A single report published based on the organizational structure or hierarchy. For instance you can publish the Travel Expenses on a departmental basis or based on the cost center as per your requirement. Expanded Report Over Time: An expanded report available for different time periods. For example you can have the Travel Expenses on a departmental basis for all the periods in your financial year.

Availability
Report Manager is available from Release 11i (Applications version 11.5.2) onwards. The latest version for 11i is 11.5.10 with ATG RUP 5 & 6. For Release 11i, the FRM patch set needs to be applied. The latest patch set is FRM.H delivered through Patch 4206794. This needs to be applied over and above the FRM.G delivered through Patch 3761838.

From Release 12, Report Manager comes pre-installed with the Oracle Applications Auto-Install and you need to enable this from the License manager from your Oracle Applications Manager. There are no pre-requisite patch sets to be applied. The latest patch set for R12 is FRM.A for RUP 5.

Setups
Define report templates and associate with reports Define Repository structure Define security rules Assign following menu/functions to your responsibility: Financial Report Submission Financial Report Template Editor Standard Report Submission Security Workbench Repository Management FSG Drill down Launch Page Report Set Publish Report Set Publishing Option Request Set publish Request set publishing Option
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Dependencies

ORM uses Self Service Workflow (SSW )Applications. This requires user to use self service form to submit and view reports instead of standard form. RM Requires BNE platform used by Web ADI XML publishers FSG and other standard reports should be predefined in the application.

Financial Template Editor

A template is the report format that is used by the report manager to publish the reports. All the templates are report specific and templates need to be defined for each and every report the user has. Pre-seeded template called Generic FSG Template can be used with ay report Following changes can be made to a generated template: Add and remove report elements Change location of report elements on the page Modify row and column sizes Use standard Excel formatting such as making bold or italics Templates are stored in XSL-FO format and stored in XML Publisher's Template
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Manager.

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Repository Management

Serves as Report warehouse The reports are stored in database The reports are stored in table FRM_REPOSITORY_LOBS You can archive or delete report once immediate need is over

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Security Workbench

None: Individual security (responsibility) within Oracle Applications is extended to Report Manager. Individual user access to reports is determined by their assigned responsibility Flexfield Value Security: Standard applications flexfield value security is attached to a responsibility and applied to the user who is publishing and viewing financial reports. User to Value Security: Security can be defined in Oracle Report Manager to control access to secured financial reports. PL/SQL Based Security: Allows users to create and apply their own (Custom) security suited to their own needs to Oracle Report Manager.
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FSG Report Submission

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FSG Drilldown

FSG HTML report will shows link for each amount. FSG reports with Content Set using the Page Expand action allows you will be able to display the report page for a specific expansion value by selecting from the values dropdown list If the selected amount consists of multiple account assignment ranges, you will be presented an Effective Ranges page so you can choose which specific range you are interested in. From the account balance, you can further drill into the journals, and sub-ledger details where this is applicable.

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Standard Report

Standard Oracle reports available to the concerned responsibility can also be submitted from Report Manager. Each Standard Report that will be published using Report Manager will need to be configured to have an output as XML.

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References

Oracle Report Manager- User Guide. Note 726958.1 List of Patches Released in Report Manager for Releases 11i and 12. Note 378338.1 About Oracle Report Manager Minipack 11i.H (FRM.H).

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Questions and Answers

Contact Information

Praveen Kumar Email:prkumar@astcorporation.com

Presentation Copy www.astcorporation.com/papers/ncoaug
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