Create Fusion HCM OTBI Summary Report

Here’s a step-by-step guide to create an OTBI Summary 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 Summary Report:

   • In the analysis editor, design your summary report by selecting columns that represent the data you want to summarize.
   • Choose aggregation functions (e.g., sum, count, average) for numerical data as needed.
   • Group data by specific attributes to create summary sections.

6. Define Filters (Optional):

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

7. Save the Analysis:

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

8. Generate the Report:

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

9. Customize Report Layout:

   • Customize the layout of your summary report by adjusting the appearance, font, colors, and formatting as needed.

10. 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.

11. Export the Report (Optional):

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

12. Schedule Report Generation (Optional):

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

13. Continuous Monitoring and Optimization:

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