Report Manager for FSGs in R12 Farewell ADI toolbar James Hoskins BCom OCP Shareable Content Objects Reference Model Objectives ‘2.1.1 Actively developing any form of Technical communication to inform, educate or train. ……..Paper based or online information Was at the Educause conference

This Presentation Definition Access Sets ADI toolbar  Desktop Integrator Report Manager Value Security, review FSG submission and viewing Template editor changes Report Sets

New Feature: Definition Access Set Secure changes to 22 GL components All FSG Components, Consolidation, M Allocations, Calendars, Ex. Rate Create Definition Access Set name Leave Defn Type, Defn Name blank initially Don’t 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

Definition Access Sets Responsibility assign DAS Auto Assign (All new/changes by Resp added DAS) Use – Will appear in LOV View – Can review the record Modify – Can Change component definition Don’t 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

Assign Individually On Component Enable Security Resp. on AutoAssign, record added to DAS If Not Click to DAS For view, no msg - grey record Don’t 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

Definition Access Sets Summary Plan access by responsibility Secure FSG components from unexpected change Assign to a responsibility Can assign to other GL components Order of steps impt Useful feature

Desktop Integration and Report Manager

Brief History ADI Toolbar Prior to R10 basic version, 15+ yrs old Functionality , widely used GLDI, FADI, FSG component defn, templates Installed client PC = IS dept support webADI available many yrs, reqd in R12 Don’t 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

Desktop Integration in R12 Launches from within Resp. Menu Internet Security setting below Excel Macros need to enable Project VBA Add Function security to custom Resp’s All features R11i retained except Report defn Don’t 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

Launch Journal Wizard Don’t 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

Report Manager Available for many yrs R12 reqd for some features Short Code is FRM Report Repository Template editor User to value Security View output .pdf, .xls, html

Report Manager Components General Ledger FSG Components Row, Column Sets etc Optional, Definition Access Set Report Repository Setup FSG Report Optional Value Security Setup Optional Template Editor Don’t 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 New 5 step FSG Submission Form Std FSG Submission Store in repository Optional Mgr. review Optional Resp. Menu Output .pdf, .xls, HTML Output .pdf, .xls, HTML

Profiles related to Report Manager FRM: Set Auto Archive - # of Mths default FRM: User to Value Owner Access - Yes/No for a user Don’t 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

User to Value Security Optional, Restricts FSG output access Layer on top of Security Rules Owners set contact/viewer privileges see values Contact can set viewer privileges Don’t 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

Report Repository Often Monthly FSG’s saved to windows directory Report Repository allows saving in Oracle Licensing implications? Report Manager SuperUser Repository Management

Report Repository Plan how to group reports within repository Can be changed later , not by Month Tick Select to take action Repository Maintenance Program Don’t 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

Folders Add Folder to create grouping Create Menu Item within responsibility Once report run, can update publishing, security View - output Alphabetic date order

New HTML submission Form 5 Screen process Don’t 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

Publishing Parameters Template Profile will default Can restrict expansion list values displayed Don’t 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 Can hold output until Reviewer has approved

Storage Location Can Add Folder, or select an existing one Don’t 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

Presentation Don’t 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

New Monitor Option (Financial Statement Generator) calculates (Publish and Presentation) .xls, .pdf output (FO Generator) is for HTML output Form below “Concurrent Request Monitoring” Don’t 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

New 5 step FSG Submission Form Rpt Mgr Review Output Report Manager General Ledger FSG Components Row, Column Sets etc Optional, Definition Access Set Report Repository Setup FSG Report Optional Value Security Setup Optional Template Editor Don’t 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 New 5 step FSG Submission Form Std FSG Submission Store in repository Optional Mgr. review Optional Resp. Menu Output .pdf, .xls, HTML Output .pdf, .xls, HTML

Reviewer, Value to User Security CHORTON reviewer Value to user Security XXTRAIN Don’t 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 Other Users

Different View Options, .pdf Output option ALL No tabs in Adobe reader Don’t 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

Output Option HTML View ALL displays the output and can scroll down, XX1 XX2 then total Figures Underlined Don’t 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

Output Option Excel Generic Template with Drilldown, ALL Double Click Don’t 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 Double Click

Report Manager Components General Ledger FSG Components Row, Column Sets etc Optional, Definition Access Set Report Repository Setup FSG Report Optional Value Security Setup Optional Template Editor Don’t 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 New 5 step FSG Submission Form 3. Std FSG Submission Store in repository Optional Mgr. review Optional Resp. Menu Output .pdf, .xls, HTML Output .pdf, .xls, HTML

Financial Report Templates Responsibilities need Function to view <r12 templates must redefine Don’t 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

Change Template Each row in Row set shown no &default Borders with expansion Each Line can have specific format Excel Oracle menu Don’t 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

Early R12 Without Patches Adobe Excel Don’t 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

Custom Template HTML output Colours Note Underlining Border Accurate Substitution HTML Don’t 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

Report Drilldown Display Accts no activity Jan-09 displayed Export to Excel Don’t 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

Journal Details Click to drill Drill further to subledger details Personalize Don’t 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

Summary Report Manager Value to user Security XML Templates need testing Mindset change Report Repository New focus expect patches Maintenance conc. Jobs to archive Great potential

Report Sets and Request Sets

Report Sets Define Set in General Ledger XX Report Set below has 2 FSGs Update Publishing parameters Don’t 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

Publishing Details 4 Steps Once details complete Don’t 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 Once details complete

Publish Sets Reports completed in conc mgr first Store report sets and/or request sets repository Best with flexible format reports Predefine default parameters, output options Publishing this way should save time Patching issues so time saving not achieved Don’t 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

Other Integrators Fixed Assets, GL below “Project Super User” Responsibility Don’t 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

Summary Improvements to ADI deployment Definition Access Sets great option Plan Report Repository storage Option for Segment Value Security Expect to invest time on templates Great potential for improvements

Functional Actuals - Single Many different Layouts Projects Super User Responsibility Many new Loaders More 4 Apps still offer best solution for many problems Don’t 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

James 021 762-101 jmh@aspirecorporation.co.nz Any Questions ? James 021 762-101 jmh@aspirecorporation.co.nz Shareable Content Objects Reference Model Objectives ‘2.1.1 Actively developing any form of Technical communication to inform, educate or train. ……..Paper based or online information Was at the Educause conference