Oracle Enterprise Performance Reporting Cloud EPRCS – Narrative Reporting

Oracle Enterprise Performance Reporting Cloud EPRCS – Narrative Reporting

Oracle Enterprise Performance Reporting Cloud Service (EPRCS), which is now called Narrative Reporting, is an Oracle Cloud solution for management and narrative reporting. It provides a secure, collaborative and process driven approach for Defining, Authoring, Reviewing and Publishing financial and management report packages.

Course Overview of EPRCS

Module1:EPRCS Configuration

Users and Roles
Security
Library
Data Source
Audits

Module2:Creating Report Package

Describe the report package and its components
Identify report package design considerations
Describe development phases, roles of users, and actions that can be performed
Static and Reference Variables
Reference Dockets
Publishing Report Packages

Module3: SmartView for EPRCS

Install and configure Smart View and EPM Cloud extensions
Establish connection to EPRCS and Data source
Describe performance reporting processes supported in Smart View
Identify actions supported only in Smart View
Static and Reference Variables in SmartView
SmartView excel as Reference Doclet in Report Package
Server Side Refresh

Module4:Creating Management Report

Describe management reporting and key differentiating benefits
Create and edit data source connections
Design report inserting a grid and create formulas and select members
Design report inserting a text box and use text functions to display information
Design report inserting a chart
Management Report as Reference Doclet in Report Package

Module5:Defining Report Package Workflow process

Defining Phases
Author Phase
Review Phase
Signoff Phase
Notes
Books
Audit Process
Migrating Artifacts
Using File Transfer Utility
Performing Backup and Restore

Module6:Disclosure Management

Describe XBRL use cases that EPRCS supports
Design best approach to Disclosure Management report creation based on requirements
Install and configure Disclosure Management
Working with Master Document and Doclets
Disclosure Management mapping Tool
Mapping Disclosure management reports in EPRCS
Registering XBRL Taxonomies
Validating and generating XBRL instances
Publish report in Word, PDF, EDGAR HTML, XBRL, &iXBRL formats
Rollover Disclosure Management Report
Exploring New Features in Report
Report Package Narrative Reporting
Oracle EPM Reporting Tips & Tricks
Mapping Disclosure Management Reports