Smart View & Financial Reporting Studio training
Financial statements from the GL, and Excel that stays connected to Oracle.
- Duration
- 16 hours
- Level
- Foundation to intermediate
- Modules
- 4 modules · 4 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
Smart View brings GL balances into Excel for ad hoc analysis and refreshable templates. Financial Reporting Studio builds the formal statements and management reports. Together they cover most of what finance teams report every month.
Who it’s for
Accountants, financial analysts, controllers and finance report owners.
Prerequisites
Familiarity with your chart of accounts. Smart View installed for the labs.
Afterwards, your team can
- Pull balances into Excel in seconds
- Build templates that refresh every month
- Create and maintain financial statements
- Tie FRS and Smart View back to the GL
Course outline
4 modules over 16 hours. We adjust the depth and examples to the people in the room.
-
01
Smart View basics
- Connecting to the GL balances cube
- Ad hoc analysis: zoom, pivot, keep and remove
- Point of view and member selection
-
02
Smart View templates
- Refreshable report templates
- Smart View functions in formulas
- Drilling to journal detail
-
03
Financial Reporting Studio
- Grids, rows and columns
- Formulas and calculated rows
- Formatting, headers and suppression
-
04
Statements and packs
- Income statement, balance sheet and trial balance
- Report books and batches
- Publishing to the Financial Reporting Center
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.
- Run an ad hoc GL analysis
- Build a refreshable variance template
- Design an income statement in FRS
- Assemble and schedule a report book
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 Smart View & Financial Reporting Studio course for?
Accountants, financial analysts, controllers and finance report owners.
How long is the Smart View & Financial Reporting Studio course?
16 hours of instructor-led training. We split it into sessions that fit around your team’s calendar.
What do participants need beforehand?
Familiarity with your chart of accounts. 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 Smart View & Financial Reporting Studio 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.
More Oracle Fusion Reporting courses
Plan Smart View & Financial Reporting Studio 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