Use the following steps to access the monthly workbook through Workspace.
| Step | Action | Illustration |
1 |
From the Dashboard,
click Financial Reporting Center.
The Financial Reporting Center
page opens.
|
 |
2 |
On the right side of the page,
click the Task icon and
select Open Workspace for Financial
Reports.
The Oracle Enterprise Performance Management System Workspace opens in a new browser window. |
 |
3 |
Click File,
then Open from the
drop down menu, and select BI
Dialog. The Open
pop-up appears.
|
 |
4 |
In the Folders
section, drill down to and select the FRC_MonthlyWorkbook
folder through the following path:
Shared Folders Custom Financials REM Hotels Monthly Reports Monthly Workbook FRC Monthly Workbook |
 |
5 |
On the right side of the pop-up,
scroll down to select Monthly
Workbook (green book icon) and click OK.
The Monthly Workbook - View tab appears with a list of available reports. |
|
6 |
Click the AccountingPeriod:
AccountingPeriod tab. The Preview
User Point of View pop-up appears.
|
 |
7 |
In the Name
section, drill down and select the desired accounting period and
click OK. The selected
accounting period appears in the AccountingPeriod
tab.
|
|
8 |
Click the Company:
Company tab. The Preview
User Point of View pop-up appears.
|
|
9 |
In the Members tab, drill down and select the desired company and click OK. The selected company name appears in the Company tab.
|
 |
10 |
Click File,
navigate to Open In, and
select Complete Book in PDF.
The Monthly Wookbook appears in PDF format. |
 |
11 |
Click the command prompts in the
top right corner to print, download, bookmark or change views
of the PDF.
|
|
12 |
When finished with the report,
close the current browser window. A warning pop-up appears indicating
that the data will not be saved if you leave the page.
|
 |
13 |
Click Leave
Page. The Financial Reporting Center page appears,
and the process is complete.
|
|
Updated 1/8/2019 JM