Poltrona Frau Group
Oracle Hyperion Financial Management Reporting
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HFM Reporting - Aim and function
• HFM Application for Management Reporting information
• Faster monthly and quarterly closings
• Web interface used for the Statutory Financial Statements (Fraustat HFM)
• Consolidation data with multiple aggregation path
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Logging on
Launch your internet browser and type the addresshttp://s27hrs.pfg.local:19000/workspace/index.jsp
Save this address
in your favorites
Insert your “User Name” and “Password”
Click on “Log On”
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To connect to the REPORTING application, starting from the “Navigate” menu, select “Applications” >“Consolidation” > “REPORTING”
Access HFM Application
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Opening application
After selecting “REPORTING” you can see indications about the application name and the user.
On the right top of the screen there is apiece of information about the UserName (“Test”) and the “Logout” tab.
On the left top of the screen you seethe name of the application(“REPORTING”) and the “Explore” tab.
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Logging out
You can logout from the application by selecting the “File” menu and the “Logout” command or by clicking on the “Logout” command on the right top of the screen.
You must confirm the intention to logout answering “Yes”
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Navigating - Manage Documents
After connecting to the application, click on the “Manage Documents” command button on the rightof “Explore” control to access all Data Forms (such as the “Web Data Entry Forms”, called“WDEF”, other Documents or System Reports.
The “Manage Documents” command is very useful every time you don’t know exactly your position into the system.
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Navigating
By selecting the “Related Content” tab / label, you can execute the “Management Reports” (also available in “Explore”).
By selecting the “Reporting” tab / label, you can access the SystemReports such as “Intercompany Matching” and “Journal Reports”.
Select the“BrowserView” to openthe so called“View Pane”.You can useits menugrouped byfolders toopendocuments(Data Forms)or to performa task.
By selecting the “Data Forms” tab / label, you can view all data formsorganized by folders represented by Scenarios.
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Set Preferences
From “File”
menu select
“Preferences”
command
Click on the “General” tab / icon in the left pane and select
“Explore” as “Content” starting from its dropdown list
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Set Preferences
Click on the
“Financial
Reporting” tab /
icon in the left
pane.
Select the
desided
Separator
Characters to
view correctly
the values
starting from
the
Management
Reports
Select the option “On” for the “User Point of View”.
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Set Preferences
Click on the “Consolidation”
tab / icon in the left pane:
select the “REPORTING”
application from “List of
Applications” field and set
the desired “Number
Formatting” and “Default
Language for Descriptions”
from their relative fields.
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Set Preferences
Click on “Save” button to
confirm changes. The
warning message informs
you that a re-login will be
necessary.
Select “Log Out” control
and Log in again to make
you settings effective.