• 18 Oct 2024

5 Best Practices for Creating Oracle Fusion HCM Reports

Oracle Fusion HCM Reports provide a robust platform for collating data and generating insightful reports, enabling organizations to assess the impact of their human capital investments.Information related to human capital management (HCM) should be treated with the same rigor as financial capital. In this blog, we will explore the best practices for creating Oracle Fusion HCM Reports, ensuring they remain secure, maintainable, and effective over time.

Best Practices for Setting Up Oracle Fusion HCM Reports

HCM reporting is central to value creation for many organizations. Up-to-date information on people, compensation, and performance metrics is essential. The following practices will help in creating efficient Oracle Fusion HCM Reports:

1. Define the Appropriate Folder for Reports

Oracle Fusion HCM provides three types of folders for storing reports:

• MyFolder: For reports visible only to the user.
• Shared Folder: Allows visibility to other users with appropriate permissions.
• Custom Folder: Ideal for storing customized reports to avoid disruptions during Oracle upgrades.

Example: A finance department might use a Shared Folder for collaborative access, while customized performance metrics are stored in Custom Folders to avoid future changes.

2. Store Custom Objects in Custom Folders

Placing custom reports in Custom Folders ensures they remain unaffected by future Oracle patches. This practice also allows for quick access and editing of customized objects without compromising the security of original data.

3. Plan Report Contents in Advance

Before creating Oracle Fusion HCM Reports, consider the following:

• Data to Include: E.g., department name, employee details, absence counts.
• Report Layout: E.g., table with a pie chart.
• Formatting Needs: Conditional formatting, such as highlighting when absences exceed a threshold.
• Target Audience: Determine who needs access and select the appropriate folder.
• Output Format: Choose between Excel, PDF, or CSV depending on user needs.

4. Choose the Right Template Type

Oracle Fusion HCM supports multiple template types:

• RTF (Rich Text Format): Ideal for print-ready outputs like PDFs.
• XPT: Best for visually appealing and interactive layouts.
• eText: Suitable for EDI and EFT transactions.

Example:Use RTF templates for generating PDF reports for board meetings, while eText templates are optimal for electronic payroll transactions.

5. Leverage Pre-defined Reports

Oracle Fusion HCM provides numerous predefined reports that can be reused and customized. These reports help streamline internal processes and meet legal compliance requirements. Always copy predefined data models into Custom Folders before making edits to avoid affecting the original version.

By implementing these best practices, organizations can ensure their Oracle Fusion HCM Reports are accurate, secure, and easy to manage. For tailored support, contact DataTerrain—your partner for Oracle Fusion HCM Reports and automated report conversion.

Conclusion

DataTerrain is your trusted partner for maximizing the potential of Oracle Fusion HCM Reports. Whether you require support with Interactive Reports for dynamic analysis or Classic Reports for consistent presentations, our experienced team is here to guide you through every step. With years of expertise and a proven track record of supporting over 270+ clients worldwide, we ensure your reports are accurate, secure, and efficient. Contact DataTerrain today to optimize your Oracle Fusion HCM reporting and drive better decision-making for your organization.