In Oracle Enterprise Performance Reporting Cloud (EPRCS), report package owners are responsible for two main tasks when creating a report package.
The first task is creating the basic structure of the report package. This is achieved by defining development phases (Author, Review, and Sign Off) and assigning user responsibility within those phases. For more information on creating the basic structure of a report package please see our blog post “How to Create a Report Package in Oracle Enterprise Performance Reporting Cloud (EPRCS).”
After the basic structure of the report package has been created, the second task is to manage the report package content. Report package owners manage content by adding “Doclets” and, as needed, grouping doclets into “Sections” for organizational purposes. Doclets are individual subcomponents of a report that are assigned to authors, who in turn, provide the doclet content. If, for example, you were to use EPRCS to create your company’s 10-Q filing with the U.S. Securities and Exchange Commission (SEC), the report package would look like something like the following:
How to Add Sections
To add a “Section” to a report package, navigate to the home screen and select the “Report Packages” tile, as demonstrated in the image below.
Locate and select the desired report package for the “Report Center” to appear as follows:
From the “Report Center” home screen, select “Actions -> Manage Content -> Add Section.”
From the “Section Properties” dialog box, complete the “Name” and “Description” (optional) fields. Click the “Add User” icon to assign “Reviewers” and “Viewers” to the section as needed.
Once complete, click the “Actions” menu in the top right-hand corner of the screen and select “Save.”
How to Add Doclets
To add a doclet to the report package, click the “+ Add Doclet” icon on the bottom left-hand corner of the “Report Center” home screen.
To add a doclet directly to a section, click the downward facing arrow next to the section we just created and select “Manage Section -> Add Doclet.”
Doclets, however, are not required to be grouped into sections. On the “Report Center” home screen, simply click and drag the doclet to change its location within the report package.
The “Doclet Properties” dialog box will appear as follows. Complete the doclet “Name” and “Description” (optional) fields, and click the “Choose File” icon to browse for the doclet file you wish to upload.
Optional: Report package owners have the ability to add blank doclets, without uploading an existing file, by entering a doclet name and defining the doclet properties in the “Doclet Properties” dialogue box.