Course Contents
Day 1
Reporting Process Key Issues
Types of Reports
EPRCS Overview
Combine Data & Narrative
Collaborate Securely
Confidently Report
EPRCS Features
Users & Roles
Security
Integration
Creating Report Package
Describe report package and its components
Identify report package design considerations
Describe development phases, roles of users and actions that can be performed
Static and Reference Variables
Reference Doclets
Publishing Report Packages
Day 2
Smart View for EPRCS
Install and configure Smart View and EPM Cloud extensions
Establish connection to EPRCS and Data source
Describe performance reporting processes supported in Smart View
Identify actions supported only in Smart View
Static and Reference Variables in SmartView
SmartView excel as Reference Doclet in Report Package
Server Side Refresh
Creating Management Report
Describe management reporting and key differentiating benefits
Create and edit data source connections
Design report inserting a grid and create formulas and select members
Design report inserting a text box and use text functions to display information
Design report inserting a chart
Management Report as Reference Doclet in Repor Package
Day 3
Defining Report Package Work Flow Process
Defining Phases
Author Phase
Review Phase
Signoff Phase
Working with Sample and Custom Applications
Sample Application
Custom Application
Dimensions and data loads
Granting Acess
Audit Process
Migrating Artifacts
Using File Transfer Utility
Performing Backup and Restore
Day 4
Disclosure Management
Describe XBRL use cases that EPRCS supports
Design best approach to Disclosure Management report creation based on requirements
Install and configure Disclosure Management
Working with Master Document and Doclets
Disclosure Management mapping Tool
Mapping Disclosure management reports in EPRCS
Registering XBRL Taxonomies
Validating and generating XBRL instances
Publish report in Word, PDF, EDGAR HTML, XBRL, & iXBRL formats
Rollover Disclosure Management Report
Questions & Answers
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