Oracle Financials Cloud:

Financials Reporting

Student Guide
D89123GC30
Edition 3.0 | October 2016 | D96649

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Author Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

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Contents

1 Oracle Financials Cloud: Financials Reporting Course Overview

Course Objectives 1-2
Lesson Objectives 1-3
Course Schedule 1-4
Course Approach 1-6
Oracle Fusion Implementation Resources 1-7
Oracle Help Center: docs.oracle.com 1-9
Video Subject Areas on the Oracle Help Center 1-10
Oracle Cloud Application Service Pages 1-11
Getting Started in Oracle Fusion Applications 1-12
Simplified Navigation 1-13
New Welcome Springboard 1-14
Favorite and Recent Items 1-15
User Interface 1-16
Dashboards 1-17
General Accounting Dashboard 1-18
Work Areas 1-19
Subledger Infotiles Overview 1-20
Panel 1-21
Search Panel Overview 1-22
Reports and Analytics Panel 1-23
Practice 1-1 Overview: Getting Started in Oracle Fusion Applications 1-24
Infolets Overview 1-25
The New Financial Reporting Center Overview 1-26
Other Reporting Tools Overview 1-28
Practice 1-2 Overview: Viewing a Financial Report from the Financial Reporting
Center 1-30
Practice 1-3 Overview: Viewing an Oracle Transactional BI Report from Reports and
Analytics 1-31
The Vision Corporation Story 1-32
Vision Corporation Structure Diagram 1-33
Vision Corporation Chart of Accounts Summary 1-35
Summary 1-36

iii
2 Using Infolets and Account Groups
Objectives 2-2
Infolets Overview 2-3
Infolet Repository 2-4
General Accounting Infolets 2-5
Budgetary Control Infolets 2-9
Budget Consumed Infolet 2-10
Funds Available Infolet 2-11
Cash Management Infolets 2-12
Custom Infolets Overview 2-14
Practice 2-1 Overview: Using Infolets 2-15
Account Groups Overview 2-16
Viewing Account Groups in the General Accounting Infolets 2-17
Defining Account Groups: Header Region 2-18
Defining Account Groups: Accounts Region 2-20
Practice 2-2 Overview: Setting up the General Accounting Expense Infolet for All
Users Demonstration 2-21
Practice 2-3 Overview: Setting up the General Accounting Expense Infolet for your
User 2-22
Expenses Infolet 2-23
Revenues Infolet 2-24
Allocations Infolet 2-25
Summary 2-26

3 Using the Financial Reporting Center with General Ledger

Objectives 3-2
The New Financial Reporting Center for General Ledger Overview 3-3
Access to the Financial Reporting Center 3-5
The General Ledger Import Process 3-6
Oracle Fusion General Ledger Balances Cube Overview 3-7
Dimension Values in Reporting 3-8
GL Balances Cube: Dimensions 3-9
GL Balances Cube: Default Values 3-11
Dimension Values and Defaults 3-12
Viewing Account Groups from the Financial Reporting Center 3-15
Sunburst Tool 3-16
Sunburst Icons 3-17
Sunburst Options 3-18
Practice 3-1 Overview: Viewing an Account Group from the Financial Reporting
Center 3-19
Downloading Smart View Reports from the Financial Reporting Center 3-20

iv
Smart View: Ad Hoc Analysis 3-21
Smart View: Functions 3-22
Practice 3-2 Overview: Creating an Ad Hoc Analysis in Smart View 3-24
Smart View: Query Designer 3-25
Practice 3-3 Overview: Defining a Report with the Query Designer in
Smart View 3-26
Viewing Financial Reports from the Financial Reporting Center 3-27
Live Reports and Published Snapshot Reports 3-28
Creating Financial Reports 3-29
Financial Reporting Studio Overview 3-30
Installing and Configuring the Financial Reporting Studio 3-31
Report Designer 3-32
Report Designer’s Standard Toolbar 3-33
Financial Reporting Studio Components 3-34
Designer Toolbar 3-36
Grids 3-37
Practice 3-4 Overview: Creating a Financial Report: Defining a Grid 3-39
Defining Formulas 3-40
Available Formulas 3-41
Practice 3-5 Overview: Creating a Financial Report: Adding a Formula for Total
Expenses 3-42
Using Functions: Range 3-43
Practice 3-6 Overview: Creating a Financial Report: Defining a Rolling 12-Period
Column 3-45
User and Grid Point of View Dimensions 3-46
Selecting Members 3-47
Practice 3-7 Overview: Creating a Financial Report: Defining the Grid and User Point
of View Dimensions 3-48
Property Sheet 3-49
Property Sheet Component Objects and Features 3-50
Practice 3-8 Overview: Creating a Financial Report: Setting Properties 3-51
Text Box Objects 3-52
Image Objects 3-53
Chart Objects 3-54
Formatting 3-55
Formatting Toolbar 3-56
Practice 3-9 Overview: Creating a Financial Report: Adding a Logo,
Title and Chart 3-57
Reviewing a Report 3-58
Practice 3-10 Overview: Reviewing a Financial Report 3-59
Summary 3-60

v
4 Using Oracle Transactional Business Intelligence for Reporting in Financials
Objectives 4-2
Oracle Transactional Business Intelligence Overview 4-3
The New Financial Reporting Center and Oracle Transactional BI. 4-5
EPM Workspace 4-6
Accessing the BI Catalog 4-7
Browsing the Catalog: Oracle Transactional BI User Interface 4-8
Oracle Transactional BI Objects and Related Icons 4-9
Practice 4-1 Overview: Reviewing the Oracle Business Intelligence UI 4-10
Metrics and Sample Reports 4-11
Sample Reports: Payables 4-12
Sample Reports: Other Products 4-13
Analyses 4-14
Oracle Transactional BI: Star Schemas 4-15
Subject Areas 4-16
Subject Area Examples 4-18
BI Composer Overview 4-19
Using the BI Composer 4-20
Practice 4-2 Overview: Using the BI Composer 4-21
Oracle Transactional BI Answers 4-22
Oracle Transactional BI Answers: Analysis Editor 4-23
Using the Analysis Editor: The Criteria Tab 4-24
The Criteria Tab: Using Column Properties 4-25
Using the Analysis Editor: The Results Tab 4-27
Using the Results Tab 4-28
Using the Results Tab: Analysis Properties 4-30
Using the Analysis Editor: The Prompts Tab 4-32
Practice 4-3 Overview: Creating an Analysis, View, and View Selector 4-33
Dashboards Overview 4-34
The Dashboard Builder 4-35
Creating Dashboards 4-36
Adding Dashboard Objects 4-37
Setting Properties 4-39
Dashboard Prompts 4-41
Elements of Dashboard Prompts 4-42
Practice 4-4 Overview: Creating a Dashboard and a Prompt 4-44
BI Mobile App Designer 4-45
BI Mobile App Designer Features 4-46
Self-Service Authoring for Business Users 4-47
Practice 4-5 Overview: Using the BI Mobile App Designer 4-48
Custom Infolets Overview 4-49

vi
 Prerequisites for Creating Custom Infolets 4-50
Creating Infolets 4-51
Practice 4-6 Overview: Creating a Sandbox and 2 Analyses Demonstration 4-52
Practice 4-7 Overview: Creating a Custom Infolet 4-53
Summary 4-54

5 Using Oracle Business Intelligence Publisher for Reporting in Financials

Objectives 5-2
Oracle BI Publisher Overview 5-3
Oracle Business Intelligence Publisher: Overview 5-5
Financial Reporting Center and Oracle BI Publisher 5-6
Practice 5-1 Viewing a BI Publisher Report from the Financial Reporting Center 5-7
Oracle BI Publisher Report Components 5-8
Oracle BI Publisher: Data Sources 5-9
Oracle BI Publisher Report Components: Data Model 5-10
Oracle BI Publisher Report Components: Data Models and Sample Data 5-12
Practice 5-2 Overview: Downloading Sample Data 5-13
Customizing BI Publisher Reports 5-14
Customizing BI Publisher Reports: Option 1 5-15
Oracle BI Publisher: Layout Editor Overview 5-16
Layout Editor Interface: Pane on the Left 5-17
Layout Editor Interface: Toolbars and Tabs 5-18
Layout Editor: Page Layouts 5-19
Layout Editor: Components 5-20
Layout Editor: Properties 5-22
Practice 5-3 Overview: Using the Layout Editor 5-23
Template Builder for Word 5-24
Template Builder Installation 5-25
Practice 5-4 Overview: Installing the Template Builder 5-26
Template Builder for Word: Overview 5-27
Template Builder for Word: Interface 5-28
Template Builder for Word: Insert Menu 5-30
Template Builder for Word: Tools Menu 5-32
Using the Template Builder for Word 5-33
Uploading the Template File to the Report Definition 5-35
Practice 5-5 Overview: Creating an RTF Template 5-36
Customizing BI Publisher Reports: Option 2 5-37
BI Publisher Customize Feature: Setups 5-38
Customizing a Predefined Report with a New Layout 5-39
Submitting a Customized Report from Scheduled Processes 5-40

vii
 Practice 5-6 Overview: Submitting a Customized Report from Scheduled Processes
Demonstration 5-41
Practice 5-7 Overview: Using the Customize Feature 5-42
Customizing BI Publisher Reports: Option 3 5-43
Editing an Existing Predefined Layout 5-44
Practice 5-8 Overview: Editing an Existing Predefined Layout 5-45
Customizing BI Publisher Reports: Option 4 5-46
Using the BI Publisher Report Wizard 5-47
Practice 5-9 Overview: Creating a Report Using an Excel Spreadsheet Data
Source 5-49
Summary 5-50

6 Using Other Reporting Tools

Objectives 6-2
Other Reporting Tools Overview 6-3
General Accounting Dashboard Overview 6-5
General Accounting Dashboard: Account Monitor 6-6
Practice 6-1 Overview: Using the Account Monitor 6-7
General Accounting Dashboard: Account Inspector 6-8
Practice 6-2 Overview: Using the Account Inspector 6-9
General Accounting Dashboard: Financial Reports 6-10
Using the Reports and Analytics Work Area 6-11
Practice 6-3 Overview: Viewing a Published Snapshot Report from the General
Accounting Dashboard 6-12
Using the BI Catalog for Reporting in Financials 6-13
Practice 6-4 Overview: Viewing a Live Financial Report from Workspace 6-14
Using the EPM Workspace for Report Distribution 6-15
Using the Batch Scheduler 6-16
Practice 6-5 Overview: Scheduling a Financial Reporting Batch 6-17
Report Security 6-18
Scheduled Processes Page 6-20
Scheduling a New Process 6-21
Setting the Process Options 6-22
Setting the Advanced Options 6-23
Submitting and Reviewing the Report 6-25
Summary 6-26

7 Around the World of Reporting for Financials

Objectives 7-2
Predefined Reports 7-3
General Ledger 7-4

viii
GL BI Publisher Reports 7-5
Practice 7-1 Overview: Running a GL BI Publisher Report 7-12
General Ledger Oracle Fusion Transactional BI Reports 7-13
General Ledger Subject Areas 7-14
Practice 7-2 Overview: Running a General Ledger OTBI Report 7-15
Intercompany 7-16
Intercompany BI Publisher Reports Reconciliation Reports 7-17
Intercompany BI Publisher Reports 7-18
Intercompany Oracle Fusion Transactional BI Reports 7-19
Practice 7-3 Overview: Running an Intercompany Transaction Summary
Report 7-20
Budgetary Control 7-21
Budgetary Control BI Publisher Reports 7-22
Budgetary Control Subject Area 7-27
Subledger Accounting 7-28
Subledger Accounting Predefined Reports Overview 7-29
Subledger Accounting BI Publisher Reports 7-30
Subledger Accounting Subject Areas 7-32
Practice 7-4 Overview: Running a Subledger Accounting BI Publisher Report 7-33
Accounting Hub 7-34
Accounting Hub Reports 7-35
Payables 7-39
Payables BI Publisher Reports 7-40
Payables Oracle Transactional BI Reports 7-50
Payables Subject Areas 7-55
Practice 7-5 Overview: Running a Payables Analysis Report 7-57
Scanned Infotile for Payables Manager and Specialist 7-58
Scanned Infotile for Accounts Payables Specialist 7-60
Recent Infotile 7-62
Holds Infotile 7-63
Approval Infotile 7-64
Prepayments and Payments Infotile 7-65
Payments 7-67
Run Payments Disbursement Reports Automatically 7-68
Run Payments Disbursement Reports Manually 7-72
Payments Funds Capture Reports 7-73
Run Payments Funds Capture Reports Automatically 7-74
Run Payments Funds Capture Reports Manually 7-78
Payments Subject Areas 7-79
Assets 7-80
Assets BI Publisher Reports 7-81

ix
Assets Subject Areas 7-92
Practice 7-6 Overview: Running an Asset BI Publisher Report 7-95
Additions Infotile 7-96
Detail Table for Additions Infotile 7-98
Adjustments Infotile 7-99
Transfer Infotile 7-100
Retirements Infotile 7-101
Depreciation Infotile 7-103
Receivables 7-104
Receivables BI Publisher Reports 7-105
Receivables Oracle Fusion Transactional BI Reports 7-116
Receivables Subject Areas 7-118
Receivables to General Ledger Reconciliation Report 7-123
Setting Up for the Receivables to General Ledger Reconciliation Report 7-124
Prepare Receivables to General Ledger Reconciliation Process 7-125
Receivables to General Ledger Reconciliation Report: Security 7-127
Practice 7-7 Overview: Running a Receivables to GL Reconciliation Report 7-128
Billing Work Area Infotiles 7-129
Accounts Receivable Infotiles: Receipt Batches and Lockbox Exceptions 7-131
Accounts Receivable Infotiles: Unapplied Receipts and Unapplied Credits 7-133
Advanced Collections 7-135
Collections BI Publisher Reports 7-136
Practice 7-8 Overview: Running an Advanced Collections BI Publisher
Report 7-137
Cash Management 7-138
Cash Management BI Publisher Reports 7-139
Oracle Fusion Transactional Business Intelligence Reports 7-140
Cash Management Subject Areas 7-141
Practice 7-9 Overview: Running a Cash to GL Reconciliation Report 7-142
Tax 7-143
Tax Reporting Tools 7-145
Tax Reporting Ledger 7-146
Tax Reports Based on the Tax Reporting Ledger 7-147
Tax Reports Not Based on the Tax Reporting Ledger 7-154
Practice 7-10 Overview: Running a Tax BI Publisher Report 7-155
EMEA Reporting 7-156
Additional Security Requirement for EMEA Reports 7-157
Report for European Union 7-158
Report for United Kingdom 7-159
Reports for France 7-160
Reports for Italy 7-163

x
Reports for Spain 7-173
Reports for Germany 7-180
Practice 7-11 Overview: Running a European Sales Listing Report 7-182
APAC Reporting 7-183
Additional Security Requirement for APAC Reports 7-184
Additional Security Requirement for China Reports 7-185
Reports for China 7-186
Reports for Japan 7-189
Reports for Singapore 7-191
LAD Reporting 7-192
Reports for Mexico 7-193
Summary 7-196

xi
 1
Oracle Financials Cloud:
Fi
Financials
i l RReporting
ti CCourse
Overview

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Course Objectives

After completing this course, you should be able to:

• Use the financials reporting applications.
• Understand the account groups and Infolets.
• Explore the new Financial Reporting Center.
• Use financial business intelligence tools and reports.
• Run various types of subledger financial reports.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Oracle Financials Cloud: Financial Reporting 1 - 2

Lesson Objectives

After completing this lesson, you should be able to:

• Discuss the course schedule and approach.
• Locate course resources.
• Navigate Oracle Fusion Applications.
• Understand the key features of reporting for financials.
• Explain the Vision story.
• Describe the Vision charts of accounts.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Oracle Financials Cloud: Financial Reporting 1 - 3

Course Schedule

This course is designed to generally follow this agenda:

• Day One
– Oracle Financials Reporting Overview and Navigation
– Account Groups and Infolets
– Financial Reporting Center for General Ledger
• Day Two
– Financial Reporting Center for General Ledger

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Oracle Financials Cloud: Financial Reporting 1 - 4

Course Schedule

This course is designed to generally follow this agenda:

• Day Three
– Financial Reporting Center for Oracle Transactional BI
– Financial Reporting Center for Oracle BI Publisher
• Day Four
– Using Other Reporting Tools
– Around the World of Financial Reporting

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Oracle Financials Cloud: Financial Reporting 1 - 5

 Course Approach

Each lesson in this course Many lessons will also include

begins with your instructor completing on-hands activities
presenting important concepts or practices.
related to the analytics and
reporting tools available in
Oracle Fusion Financials.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

In this course, the instructor:

• Presents introductory modules.
• Acts as a business analyst representing the case study customer
customer.
• Imparts information to assist you in accessing, using, and leveraging the analytics and
reporting tools available in Oracle Cloud Financials.
• Provides review sessions as needed.

Oracle Financials Cloud: Financial Reporting 1 - 6

Oracle Fusion Implementation Resources

Classroom and Other Resources:

• Oracle Financials Cloud: Enterprise Structures and General
Ledger Implementation Student guide (This guide and its
companion course)
• Oracle
O l Fusion
F i A Applications
li ti H
Help
l iin th
the A
Applications
li ti
• Oracle Fusion Technology Library on OTN
• My Oracle Support (MOS)
• Oracle Fusion Technology Library on OTN
• Oracle Fusion Cloud Library
• Your instructor
• Other students

•Oracle Financials Cloud: Implementing Subledger Accounting

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

• Oracle Fusion Technology Library on OTN:

(http://www.oracle.com/technetwork/index.html)
• My Oracle Support (MOS): (https://support.oracle.com/ ) including this documents:
- Getting Started with Oracle Fusion Applications: Common Implementation, Article
ID 1387777.1 on Oracle Support
- Oracle Fusion Applications: Financials Reporting (Document 1458904.1
• Oracle Help Center: (http://docs.oracle.com/cloud/latest/financialscs_gs/index.html)
including these Oracle Financials Cloud books:
- Getting Started with Your Financials Cloud Implementation
- Implementing Enterprise Structures and General Ledger
- Using Common Features including Infolet Personalization topics
- Customizing the Applications for Functional Administrators including Infolet
Customization topics
- Implementing Financials for Asia/Pacific
- Implementing Financials for EMEA
- Using Oracle Social Network
- Security Reference for Oracle Financials Cloud
- Creating Analytics and Reports

Oracle Financials Cloud: Financial Reporting 1 - 7

 - Using Analytics and Reports
- Using Financials for Asia/Pacific
- Using Financials for EMEA
- Using General Ledger
• Oracle Hyperion Books including:
- Calculation Manager Designer's Guide
- Data Relationship Management Administrator's Guide
- Data Relationship Management Oracle GL Integration Guide
- Data Relationship Management User's Guide
- Enterprise Performance Management Workspace Administrator's Guide
- Enterprise Performance Management Workspace User's Guide
- Financial Reporting Administrator's Guide
- Financial Reporting Studio User's Guide
- Financial Reporting Charting Guide – NEW
- Financial Reporting
p g User's Guide
- Smart View for Office User's Guide

Oracle Financials Cloud: Financial Reporting 1 - 8

 Oracle Help Center: docs.oracle.com

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Oracle Help Center is:

• Central hub for all documentation and tutorials.
• Organized by major product categories including Cloud
Cloud, Applications
Applications, Middleware
Middleware, and
Database.
• Cloud Application pages are organized by Cloud.

Oracle Financials Cloud: Financial Reporting 1 - 9

 Video Subject Areas on the Oracle Help Center

Link to the Video Area in Oracle Help Center

• Get Started with Oracle Applications Cloud
• Set Up Oracle Applications Cloud
• Customize Oracle Applications Cloud
• Get Started with Oracle Financials Cloud
• Use General Ledger
• Use Payables Invoice to Pay
• Use Receivables Credit to Cash
• Use
U Oth Other O
Oracle
l Financials
Fi i l Cl
Cloud
dPProducts
d t
• Use Oracle Social Network to Improve Collaboration
• Use Oracle Transactional Business Intelligence for Financials
Cloud

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Link to the videos: http://docs.oracle.com/cloud/latest/financialscs_gs/financialscs_videos.htm

The Use General Ledger includes the following videos:
• Define a basic financial report
report.
• Add formulas to a financial report.
• Define range functions for a financial report.
• Add grid points of view for a financial report.
• Set the page and grid properties for a financial report.
• Add formatting and graphing to a financial report.
Note: New videos are constantly being added.

Oracle Financials Cloud: Financial Reporting 1 - 10

 Oracle Cloud Application Service Pages

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Consistent organization, content, and link format for Cloud service pages.
• Get Started
• Videos
• Books
Friendly task panel to use to change focus from Cloud to:
• Applications
• Middleware
• Database
• Other Documentation

Oracle Financials Cloud: Financial Reporting 1 - 11

 Getting Started in Oracle Fusion Applications

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Oracle Fusion Applications are:

• Designed from the ground up, using the latest technology advances and incorporating
best p
practices
act ces gat
gathered
e ed from
o tthousands
ousa ds oof custo
customers.
es
• Completely open, service-enabled enterprise applications.
• Designed with features for the best-in-class user-interface designs and workflows that
optimize usability and deliver business value.
All functionality revolves around the Oracle Fusion Applications Welcome Springboard, which
can be personalized.
Note: The Welcome Springboard view changes based on your roles and privileges
privileges.

Oracle Financials Cloud: Financial Reporting 1 - 12

 Simplified Navigation

Enhanced user interface features include: NEW

• Welcome Springboard
• Infolets
• Infotiles
• Panels

Example of Infolets
Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Oracle’s focus on providing an exceptional user experience pervades the Oracle Applications
Cloud. Creating a compelling, pleasing user interface that provides only what you need right
when you need it is of the highest priority. Advantages include:
• Detailed list of all the work areas that you have access to using the improved navigator.
• Logical, related tasks organized into groups and displayed in a pre-determined order set
by the application.
• Ability to configure tasks to meet your business needs.
• Access to work areas and dashboards by clicking on the icons on the Welcome
Springboard or from the Navigator entries.

Oracle Financials Cloud: Financial Reporting 1 - 13

 New Welcome Springboard

• Quick glance at your work-related conversations and

announcements.
• Page control navigation located at the top of the pages to
access the Welcome Springboard and the infolet pages.
• Navigator
N i t tto access additional
dditi l applications.
li ti

Page Control
Dots

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Navigate to: Welcome Springboard

• Improve efficiency and productivity of your workforce with the simplified Welcome
Springboard
Sp gboa d tthat
at is
s opt
optimized
ed for
o tab
tablets
ets a
and
d mobile
ob e de
devices.
ces Ot
Other
e features
eatu es include:
c ude
• Use the page control dots that appear at the top of the Welcome Springboard to switch
between that page and new infolet pages.
• Use the icons on the Welcome Springboard to easily access relevant work areas and
dashboards. Alternatively, use the Navigator to access any additional applications.
• Take advantage of the fact that no additional steps are required to enable the Welcome
Springboard.
• Maintain your personalization and customization of the home page in earlier releases,
which is preserved on My Dashboard.

Oracle Financials Cloud: Financial Reporting 1 - 14

 Favorite and Recent Items

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Navigate to: Welcome Springboard > Select the Favorites and Recent Items icon.
The Favorite and Recent Items menu enables users to return to flows that have been recently
accessed, usually within, but not limited to, a single session.

Oracle Financials Cloud: Financial Reporting 1 - 15

 User Interface

Global Area

Panel
Tabs

Infotiles Area

Panel

Section

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Navigate to: Payables > Invoices

Each page can be divided into components. The slide shows an example of the main
components in the Oracle Fusion User Interface.
• Global Area: Contains links to help you navigate user interfaces, personalized links and
tools, and the name of the user who is signed in.
• Infotiles Area: Contains infotiles that give you a quick glance as key performance
indicators and expand for more details.
• Section: Contains the transaction or form that requires creation, editing, or review.
• Panel: Contains links to tasks, process, and reports and enables search on some
panels.
• Panel Tabs: Opens several different panels including Tasks, Search, and Report
panels.

Oracle Financials Cloud: Financial Reporting 1 - 16

 Dashboards

Oracle Fusion dashboards provide:

• Information summaries: View of the big picture as well as
prioritization.
• Information monitoring: Quick action and further exploration.
• Information containers: Multiple regions, dashboards, graphs,
and other objects.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Navigate to: Collections > Collections Dashboard

Two types of dashboards are available:
• Role-based:
Role based: Examples include General Accounting
Accounting, Line Manager and Collector
dashboards.
• Business intelligence-driven: Examples include Balance Sheet and Sales Pipeline
dashboards.

Oracle Financials Cloud: Financial Reporting 1 - 17

 General Accounting Dashboard

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Navigate to: General Accounting Dashboard

The General Accounting Dashboard is the main dashboard for Oracle Fusion General Ledger
functionality including Journals and Period Close.
The General Accounting Dashboard contains the following sections:
• Account Monitor
• Intercompany Transactions
• Journals
• Closing Status
• Process
P Monitor
M i
The General Accounting Dashboard contains the following functionality with direct links:
• Journals
• Period Close
• Inquiry and Reporting
• Planning g and Budgeting
g g

Oracle Financials Cloud: Financial Reporting 1 - 18