Oracle Cloud EPM: Narrative Reporting Developer (2 days)

Day 1

Overview and introduction to Narrative Reporting

• Gain an understanding of Oracle Narrative Reporting and its role in collaborative report development.
• Explore the platform’s capabilities, including secure workflows, audit trails, and integration with Oracle and non-Oracle data sources.

Learning about the components, design considerations, and structure of report packages

• Navigate the Narrative Reporting environment, understanding the key elements such as report packages, doclets, and reference documents.
• Learn how to structure a report package, defining the different phases of development, including authoring, review, and sign-off.
• Understand the importance of design consistency, applying style sheets, table of contents (TOC), and variables to maintain a professional format.
• Assign user roles and permissions, ensuring proper collaboration and workflow management.
• Hands-on experience creating and managing report packages, incorporating data sources, and preparing them for review.

Day 2

Understanding the review and sign-off workflows

• Configure and manage the review cycle, assigning responsibilities and setting up notifications for contributors and approvers.
• Explore the sign-off process, ensuring auditability and compliance with corporate governance policies.
• Track and manage document versions, reviewing feedback and incorporating revisions efficiently.

Adding textual narrative

• Combine structured financial data with explanatory narrative to provide meaningful context.
• Learn best practices for creating clear, concise, and insightful commentary within reports.
• Use narrative to highlight key trends, insights, and recommendations in management and regulatory reporting.

Distributing report packages

• Learn about different methods for publishing and distributing reports securely.
• Explore report bursting, enabling automated, targeted distribution of reports to specific stakeholders.
• Discover how to group reports to create executive briefing books that provide a comprehensive view of key financial and operational data.

Admin tasks such as performing an audit and migrating artifacts

• Understand how to audit report changes to track modifications and ensure compliance.
• Explore security settings, including user access control and permissions management.
• Learn how to migrate artifacts, ensuring smooth transitions between environments and maintaining reporting continuity.
• Perform file transfers to manage report distribution efficiently.

Introducing Narrative Reporting

• Cloud Environment
• Navigation
• Accessing source data
• Combining data and narrative content
• Understanding collaboration capabilities
• Exploring report distribution resources

Report Packages

• Report package components, design considerations, and structure
• Style sheets and table of contents (TOC)
• Editing report package properties
• Managing development phases:
  • Author
  • Review
  • Sign-off
• Doclets, supplemental doclets, and reference doclets
• Development phases and user assignment
• Static and reference variables
• Workflow and notifications
• Adding textual narrative
• Distributing report packages
• Rolling content into new reports
• Refreshing doclets and report packages

Narrative Reporting Administration

• Environment setup, including:
  • Appearance options
  • Uploading additional fonts
  • Library management
  • Security and access control
• Performing an audit
• Migrating artifacts
• Executing file transfers

Smart View

• Installing the Narrative Reporting extension for Smart View
• Creating connections to Narrative Reporting
• Using the Narrative Reporting Home panel
• Performing tasks
• Working with data

Narrative Reporting Design Considerations

• Creating data sources
• Cross-platform reporting
• Notes
• Bursting in Narrative Reporting