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Infor EPM Platform Analytics User Guide
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About this guide
Overview
Security roles
OLAP cubes
Setting up calendar level values
Loading and refreshing cubes in Administration Console
Loading and refreshing financials cubes
Infor OS Portal drill EPM Platform financial reports to Financials lists
OS Portal overview
Accessing EPM Analytics in Infor OS Portal
Initial configuration for Global Ledger reports
Configuring the Financial Admin Configure report
Identifying dimensions with data access security
Configuring the Financial Reporting dashboard
Infor EPM Platform reports
Analytics: reporting basis
Global ledger cubes
GLTOT cubes
FINGP cube
EPM cube
Refreshing cubes
Auto refresh
Manual refresh
Scheduled refresh
EPM Platform report features
Changing the filter elements
Toolbar
Important information about EPM Platform reports
Widget style types
Using Drill Around
Financial EPM Platform reports
Balance sheet
Changing periods
Financial report any dimension
Changing periods
Budget to actual
Changing scenarios
Account by adhoc dimension
Setting the column
Financial KPIs
Project Ledger EPM Platform reports
Project analysis
Changing scenarios
Project summary
Using the Project summary report
Project detail report
Using the Project detail report
Project detail tabs
Initial configuration for new Financial EPM platform reports
Configuring Custom Settings for Infor Mingle Drill
Configuring the Financial Reporting Home dashboard
Configuring the Report Configuration dashboard
Enabling Public Sector contents
Enabling Banking Contents
Configuring IDM enablement in FSM reports
New Financial EPM Platform reports
Workspace widgets
Report template
Report menu options
Context
Home page widgets
Perspectives
Adding custom reports
Decommissioning supply management and classic financial reports for transition to new GL reports
Supply Management reports
Classic Financial reports
Report Catalog
Accessing Report Catalog per report category
Post provisioning steps
Financial Reporting post provisioning steps
Loading and refreshing cubes in the Administration Console
Running Perspectives
Run Register Financials & Supply Management User Groups
Enabling Financial Reporting reports in the Report Catalog
Adding Configuration Parameters in Administration Console
Enabling Global Ledger Webapp
Modifying access restrictions to Financial Reporting reports in the Report Catalog
Accessing Report Catalog in Infor Financials & Supply Management
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