Find job aids and other resources designed to help you complete tasks within Enterprise Performance Management (EPM). Learn the best practices, terminology, and different functions with the application.
EPM query basics and maintenance
- EPM query do’s and don’ts (PDF) - Best practices for using and creating queries.
- EPM tips and tricks (PDF) - Browse helpful tips and tricks about Core-CT reporting.
- EPM query maintenance (PDF) - Learn how to add to favorites, Copy to User, Delete Selected, Move to Folder, and Rename Selected.
- How to create a new query- Quick reference (PDF) - Please note that most common reporting objectives already have existing reports, so it’s best to browse through existing public EPM queries before creating a new one.
- Learn how to export a query to Excel (PDF)
Advanced query functions and security
- Condition types (PDF) - Understand how EPM compares expressions.
- Human capital management (HCM) dual security (PDF) - Data can now be viewed by individual employee history or by department history.
- In tree criteria (PDF) - Learn more about the Tree function within EPM.
More Resources