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How to Create a Report Package in Oracle Enterprise Performance Reporting Cloud Service (EPRCS)
Posted on February 28, 2018
Author: Garrett Buckley, Performance Architects

Management and narrative reporting can be a daunting task for companies of any size in terms of gathering information (often from multiple decentralized sources); reviewing that information for completeness and accuracy; and presenting that information as a single cohesive document to its intended audience. In Oracle’s Enterprise Performance Reporting Cloud Service (EPRCS), users can create report packages to help organize and manage this process in an effective manner.

Report packages are constructs available in EPRCS that allow users to easily organize report structure and content, to assign responsibilities to creators and reviewers of report content, and to manage employee collaboration and process flow.

To create a report package, navigate to the home screen and select the “Report Packages” tile.

On the “Report Packages” screen, click the “Create” icon (+) (highlighted below) to begin report package creation.

The previous two steps can also be accomplished by selecting “+ Create -> Report Package” on the home screen as shown below.

From the “Report Package” dialog box, complete the “Name” and “Description” fields. In the “Report Type” drop-down, select whether the report will be a Microsoft Word or PowerPoint document. Next, click the “Choose File” icon to upload a “Style Sample” document. When working with Microsoft Word report types in EPRCS, “Style Sample” documents must have a “.docx” file extension to be uploaded.

The “Style Sample” document determines the overall format of the report package, such as orientation, margins, size, page header and footer, etc.  However, these style settings can be overridden for individual sections or doclets of the report package as needed. Please stay tuned for the upcoming blog post “Working with Sections and Doclets in Oracle Enterprise Performance Reporting Cloud Service (EPRCS) for more information on creating and editing sections and doclets within a report package.

Finally click “Browse” next to the “Save To” dialog box to determine where the report package will be saved in the application’s file system.

Once complete, click the “Actions” menu in the top right-hand corner of the screen and select “Next.”

We then determine which development phases are applicable to the respective report package, as well as defining the timeline for each phase. Development phase options include “Author, Review, and Sign Off.”

To start a development phase, select the check mark to the left of the respective phase as shown below. For demonstration purposes, we will walk through enabling all three phases (all phases are not required when creating a report package).

Enable the “Author Phase” by selecting the respective check mark. Once this is enabled, click on the “Calendar” icons (highlighted below) to define the following dates: “Start Author Phase On, Submit Doclets By, and End Author Phase On.”

If your “Author Phase” requires an additional level of approval before the “Review Phase” can begin, select the “+ Include Doclet Approval” icon and define the doclet approval timeline as needed. Please stay tuned for the upcoming blog post Working with Sections and Doclets in Oracle Enterprise Performance Reporting Cloud Service (EPRCS) for more information on creating and editing sections and doclets within a report package.

Enable the “Review Phase” by selecting the respective check mark. Once the “Review Phase” has been enabled, click on the “Calendar” icons (highlighted below) to define the following dates: “Start Review On, End Review Cycle 1 On, and End Review On.”

If your “Review Phase” requires additional review cycles before the “Sign Off Phase” can begin, select the “+ Add Another Review Cycle” icon and define the review cycle timeline(s) as needed. There is no limit to the number of review cycles you can define for a report package.

Enable the “Sign Off Phase” by selecting the respective check mark. Once the “Sign Off Phase” has been enabled, click on the “Calendar” icons (highlighted below) to define the following dates: “Start Sign Off On and End Sign Off On.”

Once all development phases have been defined, click the “Actions menu” in the top right-hand corner of the screen and select “Next.”

Finally, we must assign users and groups to the report package. On the “Assign Users” page, we can assign users and groups to the following report package responsibilities: Owners, Reviewers, Signers, and Viewers.” As the creator of the report package, you are automatically assigned “Owner” responsibility.

Owners can make changes to the report package structures and properties, execute development phase processes, and assign user responsibilities. Reviewers can review report package contents, and provide feedback as needed. Signers have final sign-off responsibilities for the report package as a whole. Viewers can only view report package content and cannot make changes to it.

Click the “Add User” icon to assign user roles.

Because we enabled the “Sign Off Phase” for the report package, we are required to assign “Signer” responsibilities at this time. All other responsibility assignments can be made after the report package has been created.

Once complete, click the “Actions” menu in the top right-hand corner of the screen and select “Finish.”

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