Oracle Cloud EPM Narrative Reporting

Meet internal and external reporting needs with Oracle Cloud EPM Narrative Reporting. Collaborate across the report creation process to define, author, review, and publish management and regulatory reports.

Discover Narrative Reporting in this product tour.

Oracle Cloud EPM Narrative Reporting

Access source data directly

Access systems of record directly

Work with data that is always current by accessing data directly from Oracle and non-Oracle sources. This includes spreadsheets, Hyperion EPM applications, Oracle Cloud EPM applications, Oracle Cloud Financials, Oracle Analytics content, and native databases.

Use existing reports

No need to recreate existing reports. You can bring in your current Microsoft Word and PowerPoint or PDF-based narrative reports, as well as Excel-based reports through a consistent and controlled process.

Combine data and narrative content

Help provide context to the numbers by combining financial statements and data with textual narrative in a single report.

Leverage built-in report writing

Speed up the reporting process. Narrative Reporting comes equipped with a report writer that lets you bring in charts and grids sourced from Oracle Cloud EPM, Oracle Cloud Financials, and Oracle Essbase.

Collaborate securely across the report process

Involve multiple report authors

Bring in subject matter experts across your organization to work on report sections, providing the most accurate information available. Users only contribute to sections of the document that they have permission to access.

Manage reviews

No need to worry about version control during review cycles. Users review and comment on their individual report sections based on access privileges. Users with equal access levels can collaborate on the report content and create conversational threads that carry forward through the entire review cycle.

Keep the process on track

Use the process flow to approve report sections and monitor overall report completion status on mobile or web. Gain visibility of changes and contributions throughout the creation of the report with a full audit trail.

Roll over previous reports

Bring in efficiencies by rolling over previous reports to reuse common content from period to period and take advantage of centralized maintenance of common dates, text, and data.

Publish and distribute reports

Create report books

Easily group management or financial reports to produce executive briefing books and other books of financial record.

Distribute report content securely

Send report content to stakeholders at any point in the report development. Use report bursting to distribute final copies.

Access reports anywhere

Access reports via mobile, web, or Microsoft Office.

Satisfy external and regulatory reporting requirements

Create budget books and annual reports

Fulfill reporting requirements such as budget books in the public sector, and annual reports in the private sector.

Produce Country by Country Reporting (CbCr) for tax regulators

Generate XML-formatted reporting along with narrative reporting formats as required by a country’s regulator.

Meet XBRL-based reporting mandates

Perform taxonomy management, tagging, validation, generation and submission of XBRL/iXBRL-based reporting, powered by Ez-XBRL©1.

Publish in multiple regulatory formats

Publish in XML, XBRL, iXBRL, SEC EDGAR HTML, ESMA ESEF, and more.

1 Separate subscription is required.

EPM Narrative Reporting customer successes

Customers of all sizes across all industries have benefitted from using Oracle Cloud EPM Planning.

Narrative Reporting benefits

Provide context to the numbers

Deliver faster more accurate insights to all stakeholders by easily combining data and narrative.

Datasheet: Narrative Reporting (PDF)

Meet all reporting needs with a single tool

Gain confidence in your reports with direct access to one version of the truth on a single reporting platform, for all financial, management, and statutory reporting.

Watch the video: Overview of Narrative Reporting processes in Oracle EPM Cloud (3:06)

Create reports faster

Reduce your reporting cycle time by leveraging a single intuitive interface for creating, managing, and distributing reports.

Watch the video: Creating the Report Package Structure (5:29)

Combine data and narrative for better insights

Al Marciante, Senior Director, EPM Product Management, Oracle

Ninety percent of companies agree that expanding qualitative commentary is critical, yet most spend all their time gathering data and have no time to create narrative or do extensive analysis. Without this narrative reporting accompanying the data, significant facts can be ignored or obscured.

Read the complete post

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