Create Fusion HCM OTBI Detail Report

Here’s a step-by-step guide to create an OTBI Detail Report in Fusion HCM:

1. Log In to Fusion HCM:

   • Log in to your Oracle Fusion HCM application with the appropriate credentials.

2. Access OTBI:

   • Navigate to the Oracle Transactional Business Intelligence (OTBI) area. The specific navigation path may vary based on your system configuration.

3. Select a Subject Area:

   • Choose the subject area that contains the HR data you want to report on. Subject areas are predefined data sets for reporting.

4. Create a New Analysis:

   • Click on “Create” or “New Analysis” to start building your analysis. This will open the OTBI analysis editor.

5. Design Your Detail Report:

   • In the analysis editor, design your detail report by selecting columns that represent the data fields you want to include.
   • Customize the layout of your report, including column order, headers, and formatting.

6. Add Filters (Optional):

   • If you want to filter data in your detail report, add filter conditions to limit the data to specific criteria (e.g., date range, department, employee type).

7. Sort and Group Data (Optional):

   • Arrange data in your report by specifying sorting criteria or grouping columns. This can help organize and structure your report.

8. Define Calculations (Optional):

   • You can add calculations to your detail report, such as summing, averaging, or computing other derived values based on the data.

9. Customize Report Layout:

   • Customize the appearance and formatting of your detail report, including fonts, colors, borders, and other visual elements.

10. Save the Analysis:

    • Once you’ve designed your detail report, save it with a descriptive name for future reference.

11. Generate the Report:

    • Click on the “Results” or “View” button to generate the detail report based on your analysis configuration.

12. Export the Report (Optional):

    • If you need to share the detail report outside of Fusion HCM, you can export it in various formats such as PDF, Excel, or CSV.

13. Schedule Report Generation (Optional):

    • To automate report generation, consider scheduling the detail report to run at specific intervals or on specific dates.

14. Save and Share the Report:

    • Once you’re satisfied with the report, save it with a meaningful name.
    • You can share the report with other users or roles who need access.

15. Continuous Monitoring and Optimization:

    • Regularly review and update your OTBI detail report to ensure it meets changing business requirements and provides valuable insights.