ORACLE DAT A SHEET
Oracle Enterprise Performance
Reporting Cloud Service
Oracle Enterprise Performance Reporting Cloud is a purpose-built solution in
the Cloud for management and narrative reporting. It provides a secure,
collaborative, process-driven approach for defining, authoring, reviewing and
publishing financial and management report packages for internal and
external stakeholders, as well as a cross-cloud service reporting tool for
producing integrated Cloud EPM reporting.
Complete Corporate and Management Reporting Solution in
KEY BUSINESS BENEFITS the Cloud
• Data + Narrative = Actionable Insight
Corporate and management reporting is experiencing significant change. As reported
• Combine the what (data), with who,
earnings become more volatile, corporate guidance—and the ability for management to
when, why and how (narrative)
clearly explain the quality and sustainability of corporate performance—is more
• Data access and data integration,
which provide “one version of the truth” important than ever.
on a single reporting platform
Today, most performance reporting processes are manual and ad hoc. Monthly or
• Obtain the most accurate picture quarterly fire drills are endured to get report packages delivered to your stakeholders.
possible through collaboration
The effort is manual and time-consuming, with flawed processes and inefficient
• Shrink the time it takes to define,
collaboration. Errors are made in combining data (what) with narrative (who, when,
produce and deliver reports
why), especially when data is reentered into reports. In addition, organizations lack the
• Peace of mind that your most
important and confidential data is ability to analyze the data to validate the narrative. The disconnected process means it
visible only to authorized users is difficult to bring subject matter experts into the process for centralized commentary on
• Trust and reliability that the numbers content. Tracking progress and determining who is responsible for individual areas of
are accurate content can be difficult. Content should be auditable, and access to that content should
• Rapid time-to-value and reduced cost be limited.
of ownership
As a result of Oracle’s domain knowledge of performance management reporting, we
• Deliver faster, more accurate insights
to all stakeholders, anytime, anywhere can provide a solution that uniquely meets customers’ challenges and is purpose-built
for management and narrative reporting. This offering, part of the Oracle EPM Cloud, is
• Same Oracle security and reliability of
all Oracle Cloud deployments Oracle Enterprise Performance Management Reporting Cloud Service (EPRCS). It
provides a secure, collaborative, process-driven approach for defining, authoring,
reviewing and publishing financial and management report packages.
ORACLE DAT A SHEET
Combine Data and Narrative in a Streamlined Process
KEY FEATURES Oracle Enterprise Performance Reporting Cloud streamlines the narrative reporting
• Combine management, narrative and process by providing a flexible, intuitive method for creating a secured and auditable
statutory reporting needs in one report package. Whether you are using your existing documents, a previous report
solution
package, or letting the system automatically create doclets for users, you can quickly
• Advanced mobile, self-service and
collaboration capabilities create a report package in mere minutes and with minimal information. The system
walks you through the setup to enable the phases you need for your report package.
• Instant visibility to the progress and
status of a reporting Lifecycle You set the due dates, add doclets, assign users to their roles (Owner, Author,
• Easily combine system of record data Approver, Reviewer, and Viewer), and you are ready. The Report Center is the single
into reporting interface for the report package owner to define, manage, monitor, and interact with the
• Direct integration into Oracle EPM, BI content. You can also preview content and perform reviews directly in the Report Center
and ERP data sources interface. Assigned users also work with the report center and see only the content
• Next generation web and tablet applicable to the role they have been assigned.
interface with Microsoft Office
integration
• Role-based document and content
access
• Hierarchical and dimensional analysis
capabilities for financial data
• Secure at all levels to handle sensitive
content, from network to storage
Figure 1: The Report Center is the single web interface for report package contributors
The Author Phase, when enabled, provides for distributive and collaborative authoring of
content in a report package. It allows you to set dates and maximum number of
approval levels for any piece of content in the report package. The dates for the phase
define when the author phase begins, when content must be submitted for approval,
when each level of approval must be complete, and when the phase ends. Users can be
designated as authors or approvers for any piece of content (doclet) and are notified by
the system when their tasks must be performed. Authoring can be done by downloading
the doclet from the web interface or by using Oracle Smart View directly in Microsoft
Word. The system supports checkout (to lock content from other users), upload (to store
a working copy visible to the author), check in, and submit. Versioning is provided (in
case you need to retreive a prior version of the doclet), as well as history and audit
reporting. As a report owner, you have full visibility into the status of all doclets during
the Author Phase.
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ORACLE DAT A SHEET
Figure 2: Embed data and content into doclets from EPM and BI sources using Smart
View
Enabling the Review Phase provides for powerful collaborative yet secured reviews of
content. The phase defines the expected dates and the number of review instances
required for the report package. These can be modified during the lifecycle of the report.
For example, you can add a review that may be required based on feedback. Reviewers
are notified when a review is initiated, and they are presented a secured view of the
report package for the content they have been authorized to see. Participants in the
review can anchor and open comments against the content or respond to other
participants’ comments. When subsequent reviews are initiated, prior review comments
are pulled forward, enabling participants to see the evolution of the report between
reviews and understand how comments were addressed. The Report Center provides
quick visibility into the status of the review and access to the Review Center.
Commenting is recorded and maintained against a single instance of the report package
to allow efficient resolution of feedback. Reviews can be performed on the web or within
Oracle Smart View.
Figure 3: The Review Center provides secured collaboration during the review process.
Enabling the Sign-off Phase, when enabled, allows you to set dates and assign the
users required for an electronic workflow approval. After the phase is initiated, the
content is locked. If a signer rejects the report, the report package owner can reopen it
to address issues and resubmit for sign-off.
3 ORACLE ENTERPRISE PERFORMANCE REPORTING CLOUD SERVICE DATA SHEET
ORACLE DAT A SHEET
Figure 4: The Sign-off Phase captures electronic approval of a report package
Confidently Report and Leverage Powerful Analysis
Capabilities
Enterprise Performance Reporting Cloud includes Management Reporting, which is a
completely cloud-based reporting solution for creating EPM cloud financial and
managerial reports. It enables users to insert charts and grids from multiple EPM cloud
sources, such as Oracle Enterprise Planning and Budgeting Cloud, Oracle Enterprise
Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, Oracle
Profitability and Cost Management Cloud and Oracle Tax Reporting Cloud, into a single
report. Additionally, Oracle Analytics Cloud – Essbase and Oracle Essbase (on-
premises) are supported as data source by Management Reporting. This report can
then be embedded into Oracle Enterprise Performance Reporting Cloud report package
doclets and integrated with the collaborative narrative reporting process. The reports
can also be used stand-alone by users for online viewing, interacting and printing.
Figure 5: Management Reporting
Using a robust Reference Doclet framework, Enterprise Performance Reporting Cloud
can integrate data from nearly any source into report packages and provide single point
of update when data changes or for roll forward needs. Enterprise Performance
Reporting Cloud uses Oracle Smart View for an integrated analysis experience. Smart
View enables you to perform dimensional analysis against on-premises and Cloud-
based EPM and BI sources. You can use formatted grid, chart, and image content. In
4 ORACLE ENTERPRISE PERFORMANCE REPORTING CLOUD SERVICE DATA SHEET
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the Microsoft Office environment, a closed loop analysis and narrative authoring
capability includes an easy refresh of data. Authors can integate EPM and BI data and
reporting content directly into the doclet, and participants can access doclets. Users can
move from the narrative report into the data in context to perform their own analysis
using Smart View’s Visualize in Excel feature. Using the Reference Doclet and File
feature allows you to integrate data from nearly any source directly into narrative report
packages, and provides the ability to separate the publishers of data content (charts,
graphs and grids) from the narrative authors tasked with providing the business
commentary.
Figure 6: Create and analyze dimensional models.
While there is no requirement to move data into the Cloud to create and publish report
packages, Enterprise Performance Reporting Cloud includes the ability to create
dimensional analytic models to deliver business-friendly analysis. Variance Analysis is a
click away for business users. Models can be secured for a personal yet powerfully
intuitive view of the data, and are supported by both Management Reporting and Smart
View.
Collaborate Securely
Oracle Enterprise Performance Reporting Cloud enables business users to participate
in the narrative reporting process through the web interface on a variety of devices,
including desktops and tablets. Whether you are a report package owner, an approver,
or a reviewer, you are no longer bound to a bulky device or complex document systems
to monitor, manage, review, approve, or sign off on content. When the system notifies
you of a task, connect, sign in, complete your task, and be on your way. If the Microsoft
Office environment is preferred, participants can author, approve, and review tasks
through Oracle Smart View.
Oracle Enterprise Performance Reporting Cloud offers full repository management
capabilities to organize, manage, and access to content in a secured and auditable
environment. The system maintains shortcuts to recently accessed artifacts. Users can
mark and organize favorites or store third-party content in shared or private folders.
Artifact owners can run audit extracts for details on activities on the artifact, and
authorized users can see history. Artifacts and folders can be exported and imported to
migrate content across environments.
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Regulatory Reporting and XBRL
REGULATORY REPORT ING KEY
FEATURES The Oracle Disclosure Management Option for Enterprise Performance Reporting Cloud
• Regulatory publishing in XBRL, PDF allows users to develop their regulatory filings in a unified, collaborative environment.
and SEC EDGAR HTML formats.
SEC filers, for example, may generate both XBRL and EDGAR HTML filing outputs from
• Collaborative document creation the same source, ensuring 100% validation of XBRL filings. It also emphasizes reuse
including versioning, check in, check
out and commenting and efficiency through its easy-to-use rollover process, providing XBRL tag migration
and variable-driven smart text.
• Variables for managing common text,
dates, numbers and directional words Using Microsoft Office as the authoring environment, along with Oracle Smart View for
• Cross-footing for data accuracy Office, the Oracle Disclosure Management Option can “hot link” documents and XBRL
• SEC, IFRS and XBRL formula filings directly to Oracle’s financial reporting applications to ensure completeness,
validation support accuracy, easy updates and roll-forwards. The filings can then be produced in multiple
• XBRL tag override and suppression formats (XBRL, PDF and EDGAR HTML) according to regulatory requirements and
capabilities
other external and internal reporting needs. The collaborative authoring capabilities
• XBRL taxonomy management and allow document check in /checkout, versioning and commenting.
extension development
• Detailed XBRL audit reports
• Patented Auto-Tagging feature for
regulator-provided Excel templates
ORACLE ENTERPRISE PERFORMANCE
MANAGEMENT APPLICAT IONS
Oracle Enterprise Performance
Management applications are an
integrated, modular suite that supports a
broad range of strategic and financial
performance management processes and
helps unlock business potential.
RELAT ED PRODUCTS
Oracle Enterprise Performance
Management applications provide the
following capabilities:
• Strategy Management Figure 7: Oracle Disclosure Management Option.
• Financial Close and Reporting
• Planning, Budgeting and Forecasting Oracle Cloud
• Tax Reporting The Oracle Cloud is an enterprise cloud for business. The Oracle Cloud offers self-
• Profitability and Cost Management service business applications delivered on an integrated development and deployment
• Enterprise Data Governance platform with tools to rapidly extend and create new services. With predictable
subscription pricing, our cloud delivers instant value and productivity for end users,
administrators and developers.
OTHER RELATED PRODUCTS
• Oracle Fusion Financials Cloud Service Customers are adopting cloud computing in many different ways. Oracle's strategy is to
• Oracle Planning and Budgeting Cloud offer customer choice and flexibility with the broadest, most complete portfolio of cloud
Service services and products that enable the cloud. The applications and databases deployed
• Oracle Financial Close and in the Oracle Cloud are portable and can be easily moved to/from a private cloud or on-
Consolidation Cloud Service premises environment. In addition, Oracle Cloud provides an extensive array of timely
and relevant 3rd party content to enrich applications. Finally, our cloud services are built
on the Oracle Exalogic Elastic Cloud and Oracle Exadata Database Machine, together
offering a platform that delivers extreme performance, redundancy, and scalability.
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CONTACT US
For more information about Oracle Enterprise Performance Reporting Cloud Service, visit oracle.com or
call +1.800.ORACLE1 to speak to an Oracle representative.
CONNECT W ITH US
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