Oracle report manager setup

In this case, the reports being distributed by menu items created by report producers can be placed in any responsibility security permitting. New row will get populated. Put same function name in description and prompt column. Repeat above step for other menus as well. After adding all 4 report manager function to these menus, click on save icon, one program will get launch to recompile menus. Click on change responsibility icon and select report manager responsibility.

Assigning report manager menus to general ledger responsibility-. After adding all function to this menu, click save icon, one program will get launch to recompile menus. Click on Ok and close form. Log into Oracle Applications and navigate to your personal homepage. Process Flow for publishing reports through Oracle Report Manager-.

For Financial, Variable, or Standard reports, select or search for the name of the report you want to publish. Specify the parameters needed to submit the report as a concurrent request. Specify the publishing parameters. When the report XML data is generated, it is sent to the Oracle Report Manager repository where it is stored and available for presentation to viewers.

Note that the template can be changed at any time when viewing the published report from the repository. For example, your corporate income statement for the periods April, May, and June Expanded Report: One report displayed in a variety of ways depending upon an expansion value.

For example, you can publish your corporate Income Statement for May based on department. User views of the Income Statement are limited to those departments for which the user has viewing privileges.

Content sets are defined in Oracle E-Business Suite. For example, if a content set for departments is set up, then applying it to a report creates a separate report for each department. Beginning in Release This option also minimizes use of desktop resources. The Report Manager Home page provides users quick access to their Oracle Report Manager concurrent requests, as well as links to all report submission and administration features.

This page is available from the Report Home menu item in the Oracle Report Manager responsibility, or from a responsibility assigned by the system administrator. When you access the Report Home menu item, the top level menu in the Oracle Report Manager pages includes the following items, which may appear as icons or tabs with links:.

Report Administration - Displays second-level menu tabs for the Security Workbench and Delivery; the Delivery tab includes third-level menu tabs in the side navigation for Setup Delivery Engine and Manage Delivery Configuration. The system administrator can also assign Report Manager menu items for individual features to various responsibilities.

Following are the available menu items:. Report access generally varies by responsibility. The following example gives a likely scenario of an implementation of Oracle Report Manager menu items. In addition, users access Oracle Report Manager every time they view a report published by it. Change the location of report elements on the page. Modify row and column sizes. Use standard Excel font formatting such as bold.

Default formatting is provided. Insert text that remains static in the report. Add images. Supported image files are png, gif, jpg, and bmp. Include hyperlinks. Move columns. Insert blank rows. Enter the Report Name , or select it from the list. When you are ready to upload, select Oracle, then Upload. If the template name already exists, you can choose to Overwrite Existing Template.

Template Editing Features When a new template is created and opened in Excel, all the report elements from the report definition are presented in the spreadsheet. Adding, Deleting, and Moving Report Objects Use the Oracle menu to perform the following edits to the generated template: Move line items right Move line items left Delete current line item Delete current column Insert report fields defined in data Insert row elements defined in data Insert column elements defined in data The following image shows the options available from the Oracle Menu in Excel.

When you submit a Standard or Variable Report request, Oracle Report Manager uses the Oracle XML Publisher formatting engine to apply a layout template to the request data to generate the report in the desired output format. Oracle Report Manager then publishes the report to the Reports Repository and to any selected menu items. Implementation steps are listed in the following table.

Detailed instructions are given in the sections that follow:. Use the System Administrator Responsibility to set the following profile options. Use the System Administrator responsibility to assign the Oracle Report Manager menu items to the navigation menus of the appropriate responsibilities.

The following setup is required to use this feature:. For the Financial Report Template Editor to work with Microsoft Excel , , and , you must change the macro settings. To do so:.