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Report Manager for FSGs in R12Farewell ADI toolbarJames HoskinsBCom OCP
This PresentationDefinition Access SetsADI toolbar Desktop IntegratorReport Manager Value Security, reviewFSG submission and viewingTemplate editor changesReport Sets
Secure changes to 22 GL components All FSG Components, Consolidation, M Allocations, Calendars, Ex. RateCreate Definition Access Set nameLeave Defn Type, Defn Name blank initially
New Feature: Definition Access Set
Definition Access SetsResponsibility assign DASAuto Assign (All new/changes by Resp added DAS)Use Will appear in LOVView Can review the recordModify Can Change component definition
Assign Individually On Component Enable Security Resp. on AutoAssign, record added to DAS If Not Click to DAS For view, no msg - grey record
Definition Access Sets SummaryPlan access by responsibilitySecure FSG components from unexpected change Assign to a responsibilityCan assign to other GL componentsOrder of steps imptUseful feature
Desktop Integration and Report Manager
Brief History ADI Toolbar
Prior to R10 basic version, 15+ yrs oldFunctionality , widely usedGLDI, FADI, FSG component defn, templatesInstalled client PC = IS dept supportwebADI available many yrs, reqd in R12
Desktop Integration in R12
Launches from within Resp. Menu Internet Security setting belowExcel Macros need to enable Project VBA Add Function security to custom RespsAll features R11i retained except Report defn
Launch Journal Wizard
Report ManagerAvailable for many yrsR12 reqd for some featuresShort Code is FRMReport RepositoryTemplate editorUser to value SecurityView output .pdf, .xls, html
Report Manager ComponentsOptional Template EditorStd FSG SubmissionFSG Components Row, Column Sets etcOptional, Definition Access SetReport ManagerFSG ReportGeneral LedgerNew 5 step FSG Submission FormStore in repositoryOptional Mgr. review Optional Resp. Menu Output .pdf, .xls, HTML Output .pdf, .xls, HTML Report Repository SetupOptional Value Security Setup
Profiles related to Report ManagerFRM: Set Auto Archive - # of Mths defaultFRM: User to Value Owner Access - Yes/No for a user
User to Value SecurityOptional, Restricts FSG output accessLayer on top of Security RulesOwners set contact/viewer privileges see valuesContact can set viewer privileges
Report RepositoryOften Monthly FSGs saved to windows directoryReport Repository allows saving in OracleLicensing implications?Report Manager SuperUserRepository Management
Report RepositoryPlan how to group reports within repositoryCan be changed later , not by MonthTick Select to take actionRepository Maintenance Program
FoldersAdd Folder to create groupingCreate Menu Item within responsibility Once report run, can update publishing, securityView - output Alphabetic date order
New HTML submission Form5 Screen process
Publishing ParametersProfile will default Can restrict expansion list values displayed Can hold output until Reviewer has approvedTemplate
Storage LocationCan Add Folder, or select an existing one
Presentation
New Monitor Option(Financial Statement Generator) calculates (Publish and Presentation) .xls, .pdf output (FO Generator) is for HTML outputForm below Concurrent Request Monitoring
Rpt Mgr Review OutputOptional Template EditorStd FSG SubmissionFSG Components Row, Column Sets etcOptional, Definition Access SetReport ManagerFSG ReportGeneral LedgerNew 5 step FSG Submission FormStore in repositoryOptional Mgr. review Optional Resp. Menu Output .pdf, .xls, HTML Output .pdf, .xls, HTML Report Repository SetupOptional Value Security Setup
Reviewer, Value to User SecurityCHORTON reviewer
Value to user Security XXTRAIN
Other Users
Different View Options, .pdfOutput option ALLNo tabs in Adobe reader
Output Option HTMLView ALL displays the output and can scroll down, XX1 XX2 then totalFigures Underlined
Output Option ExcelGeneric Template with Drilldown, ALL
Double Click
Report Manager ComponentsOptional Template Editor3. Std FSG SubmissionFSG Components Row, Column Sets etcOptional, Definition Access SetReport ManagerFSG ReportGeneral LedgerReport Repository SetupOptional Value Security Setup New 5 step FSG Submission FormStore in repositoryOptional Mgr. review Optional Resp. Menu Output .pdf, .xls, HTML Output .pdf, .xls, HTML
Change TemplateEach row in Row set shown no &defaultBorders with expansionEach Line can have specific formatExcel Oracle menu
Early R12 Without PatchesExcelAdobe
Custom Template HTML outputHTMLColoursNote UnderliningBorder AccurateSubstitution
Report Drilldown
Display Accts no activityJan-09 displayedExport to Excel
Journal DetailsClick to drillDrill further to subledger details Personalize
Summary Report ManagerValue to user SecurityXML Templates need testing Mindset change Report RepositoryNew focus expect patchesMaintenance conc. Jobs to archiveGreat potential
Report Sets and Request Sets
Report SetsDefine Set in General LedgerXX Report Set below has 2 FSGsUpdate Publishing parameters
Publishing Details4 StepsOnce details complete
Publish SetsReports completed in conc mgr firstStore report sets and/or request sets repositoryBest with flexible format reportsPredefine default parameters, output optionsPublishing this way should save timePatching issues so time saving not achieved
Other IntegratorsFixed Assets, GL belowProject Super User Responsibility
SummaryImprovements to ADI deploymentDefinition Access Sets great optionPlan Report Repository storageOption for Segment Value SecurityExpect to invest time on templatesGreat potential for improvements
Functional Actuals - Single
Many different Layouts Projects Super User Responsibility Many new LoadersMore 4 Apps still offer best solution for many problems
Any Questions ?James 021 762-101 [email protected]
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Shareable Content Objects Reference ModelObjectives2.1.1 Actively developing any form of Technical communication to inform, educate or train. ..Paper based or online information
Was at the Educause conference**Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
**Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
**Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
**Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
**Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
**Dont want to be showing what is typical help software.
Nokia delivers both for the 9300 cell phone. They advise people to read manual, phone can be clicked and swiveled around to display what is inside phone, parts highlighted
Not just reading, have options to involve the Learner The interaction is normally much richer. Sound, active graphics, simulations movies etc
The advice can be related to the incorrect response and advise why their selection is incorrect
*
Shareable Content Objects Reference ModelObjectives2.1.1 Actively developing any form of Technical communication to inform, educate or train. ..Paper based or online information
Was at the Educause conference
