Oracle Fusion Applications provide powerful tools for reporting and analytics, one of the most influential being Oracle Transactional Business Intelligence (OTBI). Oracle Transactional Business Intelligence enables real-time analysis and insights across your enterprise. By integrating OTBI reports and dashboards directly into your Fusion user interface, you can deliver a more seamless and efficient experience for users, allowing quick access to critical data directly from their work areas or springboards.

Whether you’re a functional consultant or an IT administrator, this guide will help you easily incorporate OTBI reports and dashboards into your Oracle Fusion interface.

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Embedding OTBI reports and dashboards directly into Oracle Fusion isn’t just a technical enhancement, it’s a strategic improvement that empowers users with real-time insights where and when they need them most. By surfacing key analytics within day-to-day work areas, businesses gain the ability to drive faster decision-making, streamline operations, and improve overall efficiency. Below are several reasons why this integration can be a game-changer for your business:

Centralized Data Access

OTBI reports and dashboards offer real-time, actionable insights across functional areas. Integrating them into work areas and springboards streamlines data access, reducing the need to toggle between multiple applications.

Enhanced Decision-Making

Real-time data access allows users to make informed decisions quickly, directly from their dashboard.

Customization and Personalization

OTBI reports/dashboards can be tailored to meet specific reporting requirements. Integrating these to Fusion work areas/springboards, allows you to deliver personalized, role-based data to users, ensuring they see what matters most.

Streamlined User Experience

With OTBI reports/dashboards available directly on the work areas/springboards, users no longer need to navigate through multiple pages or reports to find the information they need, therefore enhancing their workflow and productivity.

Before you begin, ensure that the OTBI reports/dashboards you want to integrate are created and published. If you haven’t already created your report, follow the steps in OTBI to build a new report. This is also a great opportunity to integrate custom reports from OTBI.

The next step will be opening a Sandbox under the Configuration Module in your Oracle navigator. If you’re new to using a Sandbox, this is a “play area” to test custom changes to your Oracle environment. The Sandbox is what will allow you to integrate your report to the Oracle Fusion dashboard. The tools you’ll be selecting in the Sandbox are Page Integration, Structures, and Page Composer.

Here is an example of the condensed steps you can take after creating your OTBI report:

Edit global template -> Create Sandbox -> select three tools (Page integration, Structures, Page composer) -> Click on sandbox -> Tools -> Page Integration -> New page -> Application Report: Employee -> Webpage: Insert URL -> Save and Close -> Tools: Structure -> Search for report -> Group: Receivables -> Save and Close -> Click on report -> Tools -> Page composer -> Structure  -> Publish Sandbox -> Log out and back in

To ensure your OTBI report integration provides a seamless user experience and optimal performance, keep the following best practices in mind:

• User-Centric Design: Customize the dashboard layout to suit the role of the user. Keep only the most relevant reports visible for each role or department to prevent information overload.
• Dynamic Prompting: Allow users to interact with the data by using prompts or drill-down options, which can provide a deeper level of insight and help them focus on specific areas.
• Performance Optimization: Large OTBI reports can impact work areas/springboards performance. If needed, limit the data being pulled into the report by adding filters, prompts, or use summaries and aggregations to improve load times.
• Training and Support: Make sure users are trained on how to use the dashboard, apply prompts, and interpret the data from the OTBI reports.

Integrating OTBI reports into Oracle Fusion work areas and springboards is a powerful way to bring actionable, real-time insights directly to users, enhancing decision-making and improving overall user experience. By following this guide and applying best practices, your organization can deliver a streamlined, role-based analytics experience that supports smarter decision-making and boosts productivity.