
In this chapter, you will learn how to :
Install Financial Reporting Studio correctly and avoid the mistake which most of the users make
Build a Simple report and learn how to add Rows and Columns
Add an Image to your Report
Add a Title to your reports
Understand how to expand from Parent values
Understand how to drill-down from account value to journal voucher in application
Once a report is defined it can be used for a long period of time. Generally, there is a need to provide a run-time parameter like Period, Company etc. to the user so that while generating the report, appropriate parameters can be passed and the report shows data based on the given parameters.
Another very common need is to see the Trend in the reports. e.g. You are in the month of Dec-19 and you want to see the trend of expenses for last 11 months.
After learning this course, you can make complex reports using FRS like:
Adding run-time parameters
Creating Trend Analysis
Consolidation is a tedious and time consuming process. Larger the scope of consolidation, bigger the challenges to face. So many variety of accounting books to be merged, reconciled, eliminated and finally after lot of efforts, you get to see your consolidated reports.
What if you could have the opportunity to see Consolidated reports as and when you want. These may not be perfect unless you post all your elimination entries but still gives you the power to have a quick snapshot on your organization's performance. After you have posted elimination entries, you can generate reports again to see the impact. It's quick and easy without the hassle of physically moving balances from operational books to consolidation book.
After learning this course, you can use FRS to:
Approach to be used for Report based consolidation
Do Report based consolidation
In most of the organizations, there are lot of reports available. All the reports are filled with variety of data. Though these reports are useful yet these reports do not provide the information for quickly making decision. By creating dashboard on a single reports, variety of related information can be presented which can be effective in making an informed decision.
After learning this course, you can use FRS to:
Build multiple reports in single report
Build Charts along with data report
Build Dashboard
Finance users require so many reports to meet their reporting needs. Many reports have similar definitions with few changes. You may end up creating many similar reports which takes lot of time. By having the ability to reuse definition of a report, it gives you the power to quickly create similar reports.
After learning this course, you will know how to:
Save reports definition as a template
Create a new report using the template
Lots of reports are developed in development environment and then those reports needs to be migrated from development to test or production environment.
After learning this course, you will know how to:
How to export your FRS reports from your environment
Migrate reports from one environment like Development to Test or Production
Generally, there are a list of reports which users generate every month. They have to find each report, submit that report and then print or save the report output. They have to distribute the report output to may stakeholders as well.
FRS books makes the job easier for the users.
After learning this course, you will know how to:
Define a Book and add required reports to the book
Create a batch for scheduling
Schedule a batch
In this chapter, you will learn about Smart View and the benefits you can achieve by using this amazing tool.
Key features of Smart View are:
Excel based plug-in
Integrated with Essbase
Retrieve data from Essbase to Excel
Expand parent values to see the child segment values
Drill-down from account values to application to see the journal
Use Excel formatting on top of Essbase data
Define multiple sheets of queries and refresh all in one-go
In this chapter, you will learn how to download and install Smart View on your PC for Office.
Once you have downloaded and installed Smart View, next step is to configure it so that it can connect to Essbase application.
In this chapter, you will learn the steps for:
Configuring Smart View connection
Accessing and using Smart View Panel
Once you have downloaded and installed Smart View, next step is to configure it so that it can connect to Essbase application.
In this chapter, you will learn the steps for:
Configuring Smart View connection
Accessing and using Smart View Panel
In this chapter, you will learn how to build Smart View reports step-by-step. You will be amazed by simplicity, speed and power of this tool.
Key concepts you will understand are:
Point of View (POV)
Dimension presentation
Generation of data
Once you have understood how to build basic reports in Smart View, you can start understanding Advance functionality. There are so many options in Smart View which you can start exploring to build amazing reports.
In this chapter, you will learn how to:
Multiple sheets definition/refresh
Multiple Currencies
Accessing FRS reports via Smart View
In this chapter, you will learn how to use SmartView information as a base and build a custom report to present the report output as per your need.
Fusion SmartView
You will be able to lean the steps to install, configure and build adhoc reports quickly. Once you have understood the basic reporting then you can see the advance chapter to build more complex report. By building reports in Excel, you have the power of Excel and security of the database to build amazing reports quickly.
Fusion Financial Reporting Studio
This course gives you thorough knowledge of building reports using Oracle Financial Reporting Studio (FRS).
Key highlights:
Learn how to install the software and avoid common mistake done by most during installation
Build a simple report with row,column and calculation
Enhance the report to enable expansion of parent values
Understand how to enable drill-down from report to the transaction
Preview the report in designed or through the application