Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step guide of how to save and share a report in Oracle Analytics Cloud (OAC) DV.
Introduction and Overview
This QRG covers the process of saving and sharing a report in OAC DV. Users can save reports in either My Folders or Shared Folders. My Folders is a personal workspace unique to each user for private report storage. Shared Folders allow users to share reports with designated agencies, such as OSBM, OSC, and the Fiscal Research Division.
Save and Share a Report
To save and share a report, please follow the steps below. There are 15 steps to complete this process.
Step 1. Navigate to the Shared Folders, then open the OAC folder. In the OAC folder, click Statewide Reports and select ACFR. In the ACFR folder, click Statements, then click Self Service Reports.
Step 2. A list of DV templates is displayed within the selected report type. Double-click NCFS 11G - Balance Sheet Reporting Template (RPTOAC038) report.
Step 3. Once the report is open, click the Edit icon.
Step 4. The report opens in edit mode. The user can perform the required analysis in the report.
Step 5. Click the Save drop-down icon on top right of the screen.
Step 6. Click Save As to save a copy of the report in My Folder or Shared Folder to perform the analysis.
Step 7. A Save Workbook pop-up window is displayed. Enter the name of the workbook in the Name field.
Step 8. Enter the required description in the Description box.
Step 9. The user should save the report in My Folders or Shared Folders:
- My Folders: This is a personal workspace unique to each user.
- Shared Folder: It enables sharing of the report with specific agencies such as OSBM, OSC, and the Fiscal Research Division.
Step 10. After selecting the desired folder, click Save to complete the save process.
Step 11. After saving, “The workbook was successfully saved" message appears at the top of the report, confirming that a copy of the report has been successfully saved in the selected folder.
Note: The user can navigate to the folder where the report was saved (My Folders or Shared Folder) to view and access the saved report at any time.
Step 12. Once a copy of the report has been saved, the user can continue making updates to the copied report. To save changes in the report, the user should perform the following steps:
Step 13. Click the Save drop-down icon on top right of the screen.
Step 14. A drop-down menu appears. Click Save.
Step 15. After saving, “The workbook was successfully saved" message appears at the top of the report, confirming that your changes have been successfully saved.
Wrap-Up
OAC users can save and share a report using the steps above by storing reports in My Folders for personal use or in Shared Folders for designated agencies.
Additional Resources
- Virtual Instructor Led Training (vILT)
- OAC for NCFS 2 (Coming Soon)