Oracle Fusion is a comprehensive suite of cloud-based enterprise resource planning (ERP) applications that offer robust reporting capabilities. However, many organizations may require custom reports to meet their specific business needs. In this blog post, we will explore the process of designing and building custom reports in Oracle Fusion.

1) Identify Reporting Requirements:

The first step in designing and building custom reports in Oracle Fusion is to identify reporting requirements. This involves working with stakeholders to determine what data they need to see, how often they need to see it, and in what format. It is important to consider the specific needs of each stakeholder group, such as finance, sales, or operations, to ensure that the reports provide relevant insights.

2) Create a Report Design:

Once the reporting requirements have been identified, the next step is to create a report design. This involves deciding on the report format, layout, and structure. For example, some reports may require tables or graphs, while others may require charts or pivot tables. It is important to consider the audience for the report when designing the layout and format.

3) Choose the Reporting Tool:

Oracle Fusion offers several reporting tools, including Oracle Business Intelligence (OBIEE), Oracle Transactional Business Intelligence (OTBI), and Oracle Reports. Each tool has its own strengths and weaknesses, and the choice of tool will depend on the specific reporting requirements. For example, OBIEE is a powerful tool for creating complex reports and analytics, while OTBI is better suited for operational reporting.

4) Define the Data Model:

The next step is to define the data model for the report. This involves identifying the data sources, such as tables or views, and determining how the data will be retrieved and manipulated. It is important to ensure that the data model is accurate and reflects the reporting requirements.

5) Build the Report:

Once the data model has been defined, the next step is to build the report using the chosen reporting tool. This involves selecting the data sources, defining the report layout, and adding any necessary formatting and calculations. It is important to test the report thoroughly to ensure that it meets the reporting requirements and provides accurate and reliable data.

6) Publish and Distribute the Report:

The final step is to publish and distribute the report. This involves making the report available to the appropriate stakeholders, such as through a web-based portal or email distribution. It is important to ensure that the report is accessible and easy to use, and that the appropriate security measures are in place to protect sensitive data.

Best Practices for Designing and Building Custom Reports in Oracle Fusion:

1) Use a standardized report design:

Using a standardized report design can help ensure consistency across reports and make it easier for stakeholders to understand and use the reports.

2) Test the report thoroughly:

Testing the report thoroughly can help ensure that it provides accurate and reliable data and meets the reporting requirements.

3) Consider the user experience:

Consider the user experience when designing and building the report. Make sure that the report is easy to use and provides the information that stakeholders need in a clear and concise manner.

4) Use security best practices:

Use security best practices to protect sensitive data and ensure that only authorized stakeholders have access to the report.

5) Provide training and support:

Provide training and support to stakeholders to ensure that they understand how to use the report and can get the most value from it.

Conclusion:

Designing and building custom reports in Oracle Fusion can help organizations meet their specific reporting requirements and gain valuable insights into their business operations. The process involves identifying reporting requirements, creating a report design, choosing the reporting tool, defining the data model, building the report, and publishing and distributing the report. By following best practices, such as using a standardized report design, testing the report thoroughly, considering the user experience, using security best practices, and providing training support, organizations can ensure that their custom reports provide valuable insights and meet their specific reporting needs.