Oracle Report Manager -R12

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

February 27, 2009 10:10 AM – 10:50 AM

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Presented By

Praveen Kumar

Email:[email protected]

Agenda

Overview of Report Manager and Availability

Setup and Dependencies

Financial Template Editor

Repository Management

Security Workbench

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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 organization’s need.

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�Ability to submit standard and FSG reports.

�Manage storage and archiving of reports

�Rule based security

�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

Overview : Report Types

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�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

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�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.

�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

Setups

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�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

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

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�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

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�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

Manager.

Financial Template Editor Continued…

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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

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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.

FSG Report Submission

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FSG Report Submission Continued…

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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

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�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.

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

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Contact Information

Praveen Kumar

Email:[email protected] Presentation Copy

www.astcorporation.com/papers/ncoaug

Oracle Report Manager -R12

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