Creating Reports - Oracle Financial Consolidation Hub User Manual

The Excel Add-in uses the same online folder system. This allows reports to be shared
between users and between the Enterprise Planning and Budgeting user interface and
the Excel Add-in. The Excel Add-in utilizes the Analytical Reporting security model to
determine which reports you have access to.
To save a report, perform the following steps:
1.
Select the Report > Save As function under the Consolidation menu.
2.
Select a name and online folder to save the report into. Optionally give the report a
description. You may overwrite any report for which you have write access. You
can also set the security access for the report. The user who creates a new report
will automatically be given full access to it.
See: Security, page 20-9
To open a report, perform the following steps:
1.
Select the Report > Open function under the Consolidation menu.
2.
Select a report. You can select a different template. The template is an Excel file that
determines the formatting of the report. You can modify an existing template or
create new ones to incorporate different formatting such as fonts, colors, and
images. The Excel Add-in comes with the default template OracleTemplate.xls
3.
Click Open.
Reports On Computer
The Excel Add-in allows you to save reports to your computer. To save the report to
your computer, save the Excel spreadsheet using the Save and Save As functions from
the File menu.
To open a report on your computer, open the spreadsheet file. If prompted, enable
macros. Then log in to the environment. You will be asked if you want to reconnect the
report to the environment. If the report on your computer differs from the online
version due to analytical reporting modifications, you will no longer be able to perform
any analytical reporting modifications on the computer-based report. If the report on
your computer differs from the online version due to excel modifications, your
computer-based report will be reconnected with its existing excel modifications.

Creating Reports

To create a report in the Excel Add-in, perform the following steps:
20-4 Oracle Financial Consolidation Hub User's Guide
Note:
You must save the report online before you can save it to your
computer.