Oracle Narrative Reporting training
Board books, management reports and filings, assembled once and reviewed together.
- Duration
- 24 hours
- Level
- Foundation to intermediate
- Modules
- 4 modules · 5 hands-on labs
- Delivery
- Live virtual or on-site
- Group size
- Up to 12 participants
- Environment
- Your own test pod
- Pricing
- Contact us for a tailored quote
About this course
Narrative Reporting brings numbers and narrative into one controlled package. This course covers how report packages are structured, how authors, reviewers and approvers work through each phase, and how to keep figures linked to EPM data so last-minute changes flow through.
Who it’s for
Financial reporting teams, investor relations, company secretaries and package owners.
Prerequisites
Comfortable with Word and Excel. Smart View installed for the labs.
Afterwards, your team can
- Structure a package that several people can work on at once
- Keep numbers and narrative consistent to the last minute
- Run review and sign-off without email chains
- Reuse the package from period to period
Course outline
4 modules over 24 hours. We adjust the depth and examples to the people in the room.
-
01
Report packages
- Sections, doclets, reference doclets and supplemental documents
- Planning a package around your reporting calendar
- Libraries, folders and security
-
02
Authoring in Smart View
- Checking doclets out and in from Word and Excel
- Styles and consistent formatting
- Variables for dates, entities and periods
-
03
Linking to EPM data
- Embedding content from EPM Reports
- Reference doclets as a single source of truth
- Refreshing figures across the package
-
04
Review and sign-off
- Author, review and sign-off phases
- Comments, responses and tracking progress
- Locking and publishing the final package
Labs in your own test pod
Participants practise on your configuration and data, so what they learn carries straight into their day-to-day work.
- Set up a report package
- Author and check in doclets
- Link a table to EPM data
- Run a review cycle
- Publish the final PDF
How the training runs
Format
Live virtual or on-site, fully customisable and scheduled around your team’s calendar
Group
Private cohorts of up to 12 participants. Larger teams are split into separate groups.
Environment
Your own test pod, with your configuration and data
You keep
Course presentations (PPT), workbook and lab guides
Frequently asked questions
Who is the Narrative Reporting course for?
Financial reporting teams, investor relations, company secretaries and package owners.
How long is the Narrative Reporting course?
24 hours of instructor-led training. We split it into sessions that fit around your team’s calendar.
What do participants need beforehand?
Comfortable with Word and Excel. Smart View installed for the labs.
Is the training virtual or on-site?
Both. Most courses run as live virtual sessions, and we can deliver on-site when that suits your team better.
How much does the Narrative Reporting course cost?
Pricing depends on the course structure we build with you, including the modules, depth and number of groups. Contact us and we’ll send a tailored outline and quote.
Is the training delivered on our own Oracle environment?
Yes. Labs run in your own test pod, so participants practise on your configuration and data rather than a generic demo.
How many people can attend?
Up to 12 participants per group. Larger teams are split into separate groups so everyone gets hands-on time.
What do participants keep after the course?
The course presentations (PPT), workbook and lab guides.
Plan Narrative Reporting training for your team.
Tell us who you’d like to train and what they need to do afterwards. We’ll come back with a tailored outline and schedule.
Request this course