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Report Manager in Oracle EBS R12

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A deep dive into the Report Manager functionality of Oracle EBS R12

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Report Manager in Oracle EBS R12

  1. 1. REMINDER Check in on the COLLABORATE mobile app A Hitchhikers Guide to Oracle Report Manager in R12 Prepared by: Prithis Das Dynamique Solutions LLC Session ID#: 13976
  2. 2. Presenter’s background ■ Over 18 years in the Oracle EBS sphere ■ Over 22 years of business process improvement experience ■ Consulting experience with Big 5 and other major organizations ■ Oracle Certified Specialist in General Ledger ■ Chartered Accountant and Management Accountant from India ■ Authored and presented papers on SLA, Web ADI, Reports Manager at several OAUG and local events ■ Currently on a major R12 upgrade ■ Contact: ▪ Cell: +1.630.3649457 ▪ Email: prithis.das@dynamique.us ▪ Web: www.dynamique.us
  3. 3. Agenda ■ Objectives ■ Case Study Company Background ■ Reporting background ■ Report Manager features ■ What Report Manager does not do ■ Setup Considerations ■ Quick Tutorial ■ Security in Oracle Report Manager ■ Using Report Manager – Tips ■ Using Report Manager – Tricks ■ Traps ■ Lessons learned
  4. 4. ■ Provide useful information for R12 implementation teams for implementation of Oracle General Ledger, Financial Statement Generator and Report Manager ■ Inform users about new R12 Report Manager features ■ Help avoid potential pitfalls using actual experience from implementing Report Manager Objectives
  5. 5. ■ Auto Salvage Company ■ New implementation of R12 ■ Started April 2007 with very early releases of R12 ■ General Ledger, Payables, Assets, Cash Management, Advanced Global Intercompany System ■ 120+ Legal Entities ■ Six regional accounting centers ■ Complex reporting requirements ■ 400+ legacy reports using best-of-breed reporting tool Case Study Company Background
  6. 6. ■ Complex reporting requirements ■ 400+ legacy financial reports using dedicated reporting tool ■ Typical Trial Balance took over 15 minutes to generate ■ Legacy Reports in Excel, and included publishing features such as fonts, bold and underlining ■ Lack of security – Users were able to access all reports across legal entities Reporting Background
  7. 7. ■ Report Manager is an integral part of Oracle EBS ■ Assumes implementation of Oracle General Ledger incorporating Financial Statement Generator (FSG) ■ Provides an online repository to store and access financial reports ■ Personalized look and feel on financial reports ■ Reports can be submitted and accessed through Web browser. Users can be given access to Report Manager only without the need to open up Java forms. ■ Incorporates security rules to restrict access to published content Report Manager features
  8. 8. What Report Manager does not do ■ You cannot create FSG components (Row Sets, Column Sets etc) in Report Manager. These will need to be created through standard FSG ■ Excel outputs from Report Manager will not incorporate Excel formulas ■ Excel templates do not save all formatting options ■ Works well with FSG reports. However Standard reports in Oracle will have formatting issues
  9. 9. Setup Considerations ■ Patchset level – Metalink 726958.1 (15 Jan 2014) ■ Check for latest before implementation ▪ Release 12.2 (R12.FRM.C patches) ▪ Release 12.1.3 (R12.FRM.B patches) ▪ Release 12.0 (R12.FRM.A) ▪ Release 11i (FRM.H) ■ Note 1077728.1 : Report Manager users must use Internet Explorer for full functionality
  10. 10. Setup Considerations ■ Report Manager uses Self Service Workflow Applications ■ Report Manager requires the BNE platform used by Web ADI ■ Functional Dependencies ▪ FSGs should have been defined in GL ▪ Standard reports should be assigned to Request Group assigned to the Report Manager ■ Custom menu and responsibility for Report Manager ■ Browser and Excel settings ■ Seeded template vs Custom templates
  11. 11. Custom menu and responsibility ■ Pre-defined menus for Report Manager are not complete ▪ “FRM_SECURITY_MENU” menu is pre-defined but not adequate ■ Need to define/assign additional functions to custom menu (or the GL_SUPERUSER” menu: ▪ Financial Report Template Editor ▪ Financial Report Submission ▪ Standard Report Submission ▪ Variable Report Submission ▪ Repository Management ▪ Report Set Publish ▪ Request Set Publish ▪ Request View ▪ Security Workbench
  12. 12. Custom menu and responsibility ■ To enable Drilldown you must also assign the following functions to the custom menu ▪ Account Analysis and Drilldown (Search Page) ▪ Account Analysis and Drilldown (Product Branding) ▪ FSG Drilldown: Launch Page ▪ FSG Drilldown: Select Content Set Rows ▪ FSG Drilldown: Effective Range Selection Page ▪ FSG Drilldown: Balance Inquiry Page ■ For each of them choose the Function Name value without "_G"
  13. 13. Custom menu and responsibility ■ Create custom menu for Report Manager ▪ System Administrator > Application > Menu
  14. 14. Custom menu and responsibility ■ Add this menu as a sub-menu to the GL_SUPERUSER responsibility or a custom responsibility
  15. 15. Browser and Excel Settings ■ Works with Internet Explorer, Firefox, Netscape ▪ See Metalink 389422.1 for latest browser requirements ■ Internet Explorer Settings ▪ Navigate to Tools -> Internet Options and choose the Security tab ▪ Select Local Intranet and choose the Custom Level button. ▪ Set the following option to Prompt. — Initialize and script Active X controls not marked as safe ■ Excel Settings ▪ Open Excel, Go to Tools -> Macro -> Security -> Trusted Sources ▪ Check the "Trust access to Visual Basic Project“ ■ Incorrect settings will lead to error
  16. 16. Quick Tutorial ■ Create a Template ■ Submit a single FSG report ■ Monitor Request and View Output ■ Submit a Request Set
  17. 17. Quick Tutorial ■ Create a Custom Template ▪ Select Financial Report Template Editor ▪ Select a Report, Select Excel Template Editor, Click on Create
  18. 18. Quick Tutorial ■ Create a Template ▪ Confirm ActiveX control interaction by clicking on Yes, if prompted Excel template gets created with FSG components
  19. 19. Quick Tutorial ■ Create a Template ▪ Personalize template with fonts, graphics etc, then upload to Oracle Use Oracle menu to upload modified template to Oracle
  20. 20. Quick Tutorial ■ Create a Template ▪ Name the template, select Drill option, Upload.
  21. 21. Quick Tutorial ■ Create a Template ▪ Name the template, select Drill option, Upload.
  22. 22. Quick Tutorial ■ Run a Report ▪ Select Financial Report Submission
  23. 23. Quick Tutorial ■ Run a Report ▪ Select the new template, add parameters, Submit. Select your template
  24. 24. Quick Tutorial ■ Run a Report ▪ Monitor Requests, View Output View Output
  25. 25. Quick Tutorial ■ Run a Report ▪ Publish Report in Excel
  26. 26. Quick Tutorial ■ Financial Report drilldown ▪ Double-click on an amount in the report to view the details of transactions totaling the amount displayed ▪ Can update some of the drilldown parameters, if desired
  27. 27. Quick Tutorial ■ Reports Repository ▪ All reports submitted through Report Manager are stored in the reports repository ▪ Allows an organization to: — Organize and view completed reports — Update publishing and security options for completed reports — Archive and delete reports
  28. 28. Quick Tutorial ■ Reports Repository menu opens the Repository
  29. 29. Security in Report Manager ■ Report Manager offers 4 security options: ▪ No Security — Individual user access to reports is determined by assigned responsibility ▪ Flexfield Value Security — Standard flexfield value security (GL Security Rules or Data Access Sets) is attached to a responsibility and applied to 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 — Create and apply custom security suited to an organization’s specific needs
  30. 30. Using Report Manager – Tips ■ Create and Test your financial report on standard FSG, and then publish the report using Report Manager ■ Do not waste time over column heading formatting in Apps ■ Use the Generic FSG template wherever possible. If you use custom templates, each template is associated with a single report ■ Report Set considerations ▪ Report Sets can only be submitted through standard FSG submission ▪ Responsibility submitting Report Set must be the same that is publishing it ■ Use Repository Maintenance to avoid tablespace issues ▪ Apply Patch first (Metalink 803014.1)
  31. 31. Using Report Manager – Tricks ■ Use Report Manager templates directly from FSG submission ▪ Users are familiar with the Request submission functionality ■ Schedule your month-end reports to publish automatically ▪ Use standard scheduling functionality ■ Store Excel settings on custom Excel templates ▪ Cell background color ▪ Cell / Text font ▪ Cell alignment ▪ Cell Border ▪ Cell Merge ▪ Underline ▪ Page Settings: — a. Orientation (Portrait / Landscape) — b. Paper Size — c. Width of Page
  32. 32. Using Report Manager – Tricks (contd.) ■ Display the Description column in the middle of the report Description column in the middle of a wide report
  33. 33. Using Report Manager – Tricks (contd.) ■ Display the Description column in the middle of the report ▪ Create a Custom Template ▪ Use the Menu (Oracle > FSG Template > Move Line Items Right)
  34. 34. Using Report Manager – Tricks (contd.) ■ Use Report Manager templates directly from FSG submission Before submission, select a template, and set Format = EXCEL. View Output will open the output in Excel, using the template
  35. 35. Using Report Manager – Tricks (contd.) ■ Use Report Manager templates directly from FSG submission ▪ Use XML Publisher Responsibility ▪ Copy the “Generic FSG Template”, update the Data Definition to “FSGXML program”. Attach custom template file if required.
  36. 36. Traps ■ Repository Maintenance could lead to disappearing menus ▪ Patch 6884665 if on R 11i ▪ Patch 6884280 if on R 12 (Metalink 803014.1) ■ Can submit Report Set only from Java form ▪ Need to update Output Option to XML for each report ■ Mix-up of Request Set submission vs Report Set submission menu items ▪ “Report Set” on Java form, but “Request Set” in Report Manager ■ Printing XML file if Profile Option Number of Copies is set to 1 ▪ Metalink 748037.1 workaround is to attach dummy printer to RGRARG ■ Significant impact on Database size due to XML outputs ■ Does not use Definition Access Sets functionality ■ Report Manager output ignores Display Sets
  37. 37. Traps (contd.) ■ Repository Maintenance could lead to disappearing menus ▪ Patch 6884665 if on R 11i ▪ Patch 6884280 if on R 12
  38. 38. Traps (contd.) ■ Can submit Report Set only from Java form ▪ You cannot submit a Report Set directly from Report Manager ▪ Also, need to update Output Option to XML for each report ■ You can, however, publish a Report Set from Report Manager
  39. 39. Traps (contd.) ■ Mix-up of Request Set submission vs Report Set submission menu items in earlier releases of R12 ▪ The menu labeled “Request Set Publish” publishes Report Sets ▪ The menu labeled “Report Set Publish” publishes Request Sets
  40. 40. Traps (contd.) ■ Printing XML file if Profile Option Number of Copies is set to 1 ▪ Metalink 748037.1 workaround is to attach dummy printer to RGRARG ▪ However, workaround will lead to using Reprint for regular reports
  41. 41. Lessons learned ■ Need to be on at least 12.0.4 or later for minimal issues ■ Web interface can have a learning curve ■ Use Report Manager selectively for upper management reports. Operational reports are efficiently done through standard FSG submission with text output ■ Use Repository Maintenance frequently – move critical reports to network drives ■ Longer than usual turnaround time on SRs
  42. 42. A Hitchhikers Guide to Oracle Report Manager in R12 • Contact Email prithis.das@dynamique.us Cell +1.630.3649457 Website www.dynamique.us Additional questions? Q & A
  43. 43. Please complete the session evaluation We appreciate your feedback and insight You may complete the session evaluation either on paper or online via the mobile app

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