How to Export User Details in Oracle EPM: A Simple Guide


Introduction Managing user data effectively is crucial in any Oracle InForm system. Whether for audit purposes, record-keeping, or data analysis, exporting user details is a common administrative task. This guide will walk you through the simple steps to export user information either to an Excel spreadsheet or a DAT file.

Step-by-Step Process

  1. Access User Management:
    • Start by selecting ‘Users’ from the menu bar in your Oracle InForm interface.
  2. Choose Sponsor Company and Trial:
    • From the ‘Current Sponsor Company and Trial’ drop-down lists, select the relevant sponsor company and trial.
  3. Select Users:
    • Identify and select the checkboxes next to the users whose details you want to export.
  4. Export Options:
    • Above the user list, click ‘Export.’ Here you have two options:
      • For an Excel spreadsheet, choose ‘Export To Excel.’
      • For a DAT file, select ‘Export To File.’
  5. Save or Open File:
    • A browser window will prompt you to either open the file directly or save it to a preferred location on your computer.

Conclusion Exporting user data in Oracle InForm is a straightforward process that can be invaluable for various administrative and analytical purposes. By following these simple steps, you can efficiently manage user information and ensure your records are up-to-date.

Closing Thought Remember, handling user data responsibly is key. Ensure you follow your organization’s data privacy and security guidelines when exporting and storing user details.

Kelly Adams
Kelly Adams
Kelly is an expert in Oracle Enterprise Performance Management (EPM), skilled in implementing and optimizing this tool for enhanced business performance. Her expertise encompasses system customization, user training, and staying abreast of the latest EPM technologies. Kelly's proficiency in Oracle EPM is a valuable asset to organizations aiming to leverage technology for improved decision-making and process efficiency.


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