Overview & Features

Satisfy internal and external reporting requirements with Oracle Enterprise Performance Management (EPM) Cloud Narrative Reporting. Get collaborative narrative and regulatory reporting with interactive dashboards for defining, authoring, reviewing, and publishing financial, management, and regulatory report packages.

Information Access

Seamless Leverage of Existing Documents, Data Sources, and Reporting Content

Use existing Microsoft Word and PowerPoint or PDF-based narrative reports, along with Excel-based reporting, to integrate nearly any data or reporting content from any source via 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-premises and cloud sources including spreadsheets, EPM applications, Oracle Financials Cloud, Oracle Business Intelligence Enterprise Edition (OBIEE) content, and native databases.

Native Web-Based Report Writer

Use management reporting to create financial and managerial reports with charts and grids sourced from multiple Oracle EPM Cloud, Oracle Financials Cloud and/or Oracle Essbase 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.

Authoring

Intuitive and Flexible Authoring Environment

Create grids, charts, reports, and narratives using Microsoft Office and Management Reporting.

Document Lifecycle Management and Control

Utilize document check in/out with access permissions and multiple version control.

Easy Maintenance

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.

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.

Securely Distribute Report Content to Stakeholders

Send report content to stakeholders at any point in the report development.

Regulatory Reporting

XBRL Taxonomy Management and Extension

Manage and design base and extension XBRL taxonomies.

Microsoft Office-Based XBRL Tagging

Easily perform XBRL tagging in Microsoft Word and Excel, and produce detailed XBRL audit reports.

XBRL Validation

Validate XBRL tagging with taxonomy schema rules and calculations to check data accuracy and compliance, and utilize regulatory-specific validation for SEC EDGAR Filer Manual rules and IFRS Global Filing Manual.