Oracle Discoverer 10g Plus/Viewer Tips for getting the most - PowerPoint PPT Presentation

Loading...

PPT – Oracle Discoverer 10g Plus/Viewer Tips for getting the most PowerPoint presentation | free to view - id: 3adb97-YmI5Y



Loading


The Adobe Flash plugin is needed to view this content

Get the plugin now

View by Category
About This Presentation
Title:

Oracle Discoverer 10g Plus/Viewer Tips for getting the most

Description:

Oracle Discoverer 10g Plus/Viewer Tips for getting the most from the Discoverer Reporting Tool. Last Updated: * 1. Choose the right access End User: Ability to create ... – PowerPoint PPT presentation

Number of Views:92
Avg rating:3.0/5.0
Slides: 12
Provided by: arcPublic
Category:

less

Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: Oracle Discoverer 10g Plus/Viewer Tips for getting the most


1
Oracle Discoverer 10g Plus/Viewer
Tips for getting the most from the Discoverer
Reporting Tool.
Last Updated October 31, 2012
2
1. Choose the right access
  • End User
  • Ability to create new worksheets and/or edit
    existing worksheets.
  • Ability to share workbooks with other users.
  • Ability to save workbooks to the database.
  • Recommended only for highly trained, highly
    skilled users.
  • Access is more difficult to support.
  • Viewer
  • Ability to view existing worksheets only.
  • Ability to access only the workbooks that are
    shared with them.
  • Cannot save workbooks to the database.
  • Recommended for most users.
  • Access is easier to support.

3
2. Know what is available
  • ARC Custom Standard Suite of Reports
  • Accounting Flexfield Values
  • Active Suppliers and Customers
  • Aged Receivables Workbook
  • CitiDirect Report
  • EFT Activity Report
  • Federal Status of Funds
  • Invoice Status Workbook
  • Prompt Pay Detail
  • Trial Balance

4
3. Know your data
  • Your Agencys Accounting Structure
  • Fund
  • BFY
  • USSGL
  • Cost Center
  • Reporting Category
  • Project
  • BOC

Directors Office Cost Center 1
Program B Cost Center 12
Program A Cost Center 11
5
3. Communicate your agencys requirements
  • Requirements are necessary, not just desired.
  • Educate us about your mission.
  • Explain reporting requirements.
  • Provide examples of external reporting
    requirements.
  • Share examples of internal reports.
  • Explain all uses of data.
  • Communicate additional needs.
  • Be open to ideas/suggestions.

6
4. External Training
  • Take advantage of training opportunities.
  • Request on-site training when needed.
  • Use the on-line training guide and QRG located on
    your ARC customer web page.
  • Ask your ARC accountant about WebX Training.

7
5. Internal Training
  • Develop an internal training program to train new
    staff and support existing staff.
  • Document procedures and QRGs related to your
    internal reports.
  • Encourage staff to ask questions and work with
    their ARC accountant to develop reports to
    accommodate your organizations unique
    requirements.

8
7. Know where to go for help
  • ARC Support Line (304) 480-8000
  • Option 3-Oracle/Discoverer
  • ARC Customer Page
  • https//arc.publicdebt.treas.gov/files/fshome.htm
  • ARC Accountant
  • ARC Supervisor

9
8. Help us help you
  • Be specific.
  • Provide screen shots of error messages.
  • What access do you have?
  • What workbook and/or worksheet are you having
    problems with?
  • Was the workbook and/or worksheet created by you
    or another end-user at your organization?

10
9. Manage your agencys users
  • Keep record of all Discoverer access request
    forms.
  • Send timely requests to end-date users no longer
    requiring access.
  • Review set up of new users to make sure accesses
    are correct.
  • Review list of users on a routine basis.

11
10. Use the tool
  • Its not useful if you dont use it!
About PowerShow.com