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Customer Connect
Streamlined Reporting for Oracle General Ledger
Carolyn Luk, Functional Architect
December 21, 2017
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Agenda

• Reporting in the Financial Cloud Service

• Overview of Streamlined Reporting

• Enhancements for Streamlined Reporting

• Feature Demo

• Faster Implementations and Better Decisions with Streamlined Reporting

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Agenda

• Reporting in the Financial Cloud Service

• Overview of Streamlined Reporting

• Enhancements for Streamlined Reporting

• Feature Demo

• Faster Implementations and Better Decisions with Streamlined Reporting

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Reporting in the Financial Cloud Service

CFO

Line of Business Owners

Finance Department Financial Analyst

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Core Financial Cloud Reporting Tools
Hyperion Financial Reports
Smart View
Account Group for Sunburst, Infolets and Account Monitor
Oracle Transactional Business Intelligence Analysis
Oracle Transactional Business Intelligence Dashboards
BI Publisher Reports
Data Visualization

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Financial Cloud Reporting Options Overview
Financial Reporting Center

• Spreadsheet financial • Ad-hoc end-user

• Exception-based • Combine data from
• Financial Statements reports reporting • Large data volume
account monitoring multiple sources
• Multi-dimensional GL • Drag and drop multi- • Real-time journal batch processing
• Multi-dimensional • Explore analytical
balance reporting dimensional pivot and lines & transactions • Fixed-format reports
drill data visually
drill

Hyperion Acct Group

Data
Financial Sunburst Smart View OTBI BI Publisher Visualization
Reports Infolets

Hyperion Essbase Cubes

Oracle Database Transaction Tables

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The Right Tool For the Right Job
Hyperion
Financial & Management Reporting, Board Room Quality,
Essbase Cubes

Financial Reports/
Graphs & Charts, Multiple Output Options
Account Groups

Ad hoc Balance Inquiries,

Smart View
Pivot Tables, MS Office, Graphs & Charts

Ad hoc, Wide Range of Transactions, Transactional BI

Transactional

Dashboards, Graphs & Charts, Flexible Output (OTBI)

Tables

High Volume,
BI Publisher
Specific Format

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Agenda

• Reporting in the Financial Cloud Service

• Overview of Streamlined Reporting

• Enhancements for Streamlined Reporting

• Feature Demo

• Faster Implementations and Better Decisions with Streamlined Reporting

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

What is Streamlined Reporting

Solutions to jump start and ease reporting setup to

provide instantly available financial reports.

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Why Streamline Reporting
• Critical importance of reporting to an organization

• Align enterprise structure setup to match reporting needs

• Automate generation of report setup to benefit from robust

reporting solutions from day one

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Automatically Generated Reports

Account Groups for Infolets Account Groups for Close Monitor

Financial Reporting Reports

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General Accounting Infolets
Alert you to real-time issues

Facilitate corrective action

Speeds the financial close

Improves decisions

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Close Monitor
• Graphical interface for tracking
close statuses across whole
enterprise
• Summarized and consolidated
financial results for quick
assessment of performance
• Built-in collaboration tool to
expedite the close that is in
context, secure and auditable

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Agenda

• Reporting in the Financial Cloud Service

• Overview of Streamlined Reporting

• Enhancements for Streamlined Reporting

• Feature Demo

• Faster Implementations and Better Decisions with Streamlined Reporting

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Streamlined Reporting
Rapidly Implement Enterprise Structure

Align Reporting Structure with Requirements

Automatically Generate Reports

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Integration with Rapid Implementation

• Identify 3 top
income statement
parent natural accounts

• Streamlined Reporting
does the rest of the work
to create Account Groups
and Financial Reporting
reports

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Visual Confirmation Before You Push Go

Validate before loading

• Reduce
implementation time

• Prevents errors

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Automatically Generate Financial Reports

Financial Reporting
Reports

Account Groups

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Autogenerated Account Groups

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Revenues Infolet Account Group

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Revenue and Expenses Infolets

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Close Monitor Profit and Loss View

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Financial Reporting Report

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On Demand Report Autogeneration

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Easily Create New Report Variations

Copy an Account
Group with the
click of a button

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Easily Create New Report Variations

Copy an Account
Group with the
click of a button

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Account Groups

• Easy way to save

account inquiries

• Highly configurable
and very versatile

• Public, Shared or
Private access

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 Account Group Rows

• Choose the reporting

ledger

• Select parent or detail

account for each chart
of accounts segment

• Optionally give a row

name

• Specify as many rows as

you need for the
account group

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Account Groups Time and Comparison Options
• Specify the
amount type to
report on

• Choose to
compare current
against prior
performance

• Measure against a
budget or forecast
for variance
reporting

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Account Groups Threshold Based Exception Reporting
• Specify the criteria
for when row
should be
displayed

• Get alerted when

your tolerance is
exceeded

• Easy way to
monitor key
accounts

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Different Ways to Use Account Groups

Sunburst
Infolets Close Monitor

Account Monitor
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Agenda

• Reporting in the Financial Cloud Service

• Overview of Streamlined Reporting

• Enhancements for Streamlined Reporting

• Feature Demo

• Faster Implementations and Better Decisions with Streamlined Reporting

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Feature Demo

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Agenda

• Reporting in the Financial Cloud Service

• Overview of Streamlined Reporting

• Enhancements for Streamlined Reporting

• Feature Demo

• Faster Implementations and Better Decisions with Streamlined Reporting

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Faster Implementations and Better Business Decisions

• Instantly generate financial reports

ACCELERATED
• Correctly align reporting structure using preview reports

• Automatically create reports using few simple tags

EFFORTLESS • Flexibly select hierarchy version for reporting
• Readily produce report variations with autocopy

• Rich set of generated reports

COMPREHENSIVE • Immediate configuration of key dashboards
• Insightful reports based on real time GL data

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Streamlined Reporting
ACCELERATED

From a disconnected setup

between the enterprise
structure and reporting to EFFORTLESS

a streamlined, holistic and

integrated approach.
COMPREHENSIVE

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Q&A

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