Information Access

Seamlessly Leverage Existing Documents, Data Sources, and Reporting Content
Use existing Excel-based reporting with your reporting content and data sources to access nearly any data with a consistent and controlled process with cloud-based refreshes

Easy Integration with Oracle and Non-Oracle Sources
Leverage existing IT investments to quickly integrate data from multiple on-premise and cloud sources including spreadsheets, EPM applications, OBIEE content, and native databases

Native Web-Based Report Writer
Create financial and managerial reports with charts and grids sourced from multiple EPM cloud sources, and embed report content into report package doclets with server side updates

Data Integrity Throughout the Report
Use one version of the truth for data tables, charts, and text within a paragraph, enforcing consistency and integrity throughout the report even if authored by different contributors

Multi-Dimensional Reporting Platform
Leverage Oracle Essbase capabilities in the cloud for providing hierarchical and dimensional analysis on financial data


Intuitive and Flexible Authoring Environment
Create grids, charts, and reports using Microsoft Office tools

Document Lifecycle Management and Control
Utilize document check in/out with access permissions and multiple version control

Highly Maintainable
Rollover and reuse content from period to period, and take advantage of centralized maintenance of common dates, text, and data

Integrate Structured and Narrative Content
Combine financial statements and data with textual narrative to produce a single stylized report package

Collaboration and Workflow

Multiple Users Working Together
Manage the distributed development of report sections across multiple users

Review and Commentary
Perform review cycles and commentary for individual report sections as well as the entire report package

Notifications on Tasks Due
Users are notified of upcoming deadlines and deliverables

Process Flow, Approvals, and Status Reporting
Approve report sections and monitor overall report completion status on mobile or web

Review and Commentary

Flexible Review Cycles
Perform review cycles and commentary for individual report sections as well as the entire report package

Robust Commentary Framework
Anchor commentary against content in the report and carry it forward throughout the review lifecycle

Publishing and Delivery

Internal Reports and Ad Hoc Analysis
Access reports via mobile, web, or Microsoft Office

Books of Managerial and Financial Reports
Group reports to produce executive briefing books and other books of financial record

Enterprise Awareness
Achieve integrated financial decisions and drive insights into financial impacts