1. How to Create OTBI Reports in Oracle Fusion
In this article we will learn to create Oracle Fusion(Cloud) OTBI report step by step without going too much in technical details so that you do not get distracted by over usages of jargon and leave the article halfway. We all know that Oracle provides several ways of reporting data from Oracle Cloud (Fusion) Application, OTBI is one of them. It is also know as Oracle Transactional Business Intelligence (OTBI). There are many prebuilt reports and dashboards that you can directly run using OTBI. Along the way, I will also tell how to run those delivered reports and dashboards. Lets first learn how to access OTBI.
2. Roles and Access Needed to Run or Create OTBI Reports
If you just want to run any report, oracle’s seeded Employee Abstract role is enough. But if you want to create any custom report you will need to have BI Administrator Role. Problem with this role is that it doesn’t work straight forward. Even if you assign this role directly to you, you won’t be able to create any reports. First you will have to create a Custom BI Admin Role and assign the Seeded BI Administrator Role to it.
If in your instance, you are able to create report without any problem, you can skip this part and directly jump to section “3. Business Requirement to create OTBI report” or else just follow to see how can you create a custom role first to be able to create report.
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