30 Creating Report Director Templates

This chapter contains the following topics:

30.1 Understanding Report Director Templates

The Director uses Report Director templates to aid you in designing reports. In addition to creating group, columnar, and tabular sections, the Director uses templates to help you create application reports, such as:

  • Financial reporting

  • Fixed assets

  • Job cost

The Report Director templates guide you through the design process by presenting parameters that are relative to the specific application type. These Report Director templates, included with Oracle's JD Edwards EnterpriseOne, contain default criteria. When you select one of the templates in the Director, the system reads the template specifications, stored in JD Edwards EnterpriseOne tables, and presents the default criteria through the Director forms. Report Directors are similar to the Director that you use when creating columnar or group section report templates.

This table describes the template specifications that are stored in JD Edwards EnterpriseOne tables:

Table Description
Report Director Templates (F91400) Contains the default business view and processing option information.
Report Director Templates Sequence Items (F91410) Contains information about the preferred data sequencing.
Report Director Templates Smart Field Activation (F91420) Contains information about which smart fields to display.

30.2 Adding and Modifying Report Director Templates

This section provides an overview of Report Director template definitions and discusses how to create custom Report Director templates.

30.2.1 Understanding Report Director Template Definitions

You can modify JD Edwards EnterpriseOne Report Director templates and create custom templates through the Oracle's JD Edwards EnterpriseOne Report Director Templates (P91400) application. You can access the JD Edwards EnterpriseOne Report Director Templates application from both the Microsoft Windows client and the web client. When complete, the templates are available on the welcome form of the Director.

The Report Director template description appears in the Application Report drop-down list box on the welcome form of the Director. Custom Report Director template names should begin with DT and follow the recommended naming convention for JD Edwards EnterpriseOne objects.

One of the specifications that you can define for Report Director templates is the smart field template to be used. This is an optional specification. You can use Report Director templates without smart fields. However, you cannot use smart fields without Report Director templates.

The JD Edwards EnterpriseOne Report Director Templates application includes three tabs:

  • Building Blocks

    Available for all Report Director templates.

  • Properties

    Available only if the tabular detail section is selected for the report.

  • Drill Down

    Available only if the tabular detail section is selected for the report.

For each Report Director template that you create, you can define these specifications:

  • Which detail section type to use in the report.

  • Which business view to use as the default.

  • Which processing option template to use with the report.

  • Which smart field template to make available for the selection layout.

    This is an optional specification.

    Important:

    Smart fields associated with a Report Director template rely on the business view attached to the report template. If you select a different business view when designing the report, the associated smart fields might not function correctly. Before making any changes, ensure that you know which business view columns the smart fields require. This critical association is justification for defining the default business view in the Report Director template.
  • The preferred section data sequencing and level breaks.

    Under the Default Sequence and Level Breaks heading, you can define the data sequencing to be used in the report. The first two data items that you select are defined as level break fields. These can be modified during the report design process.

  • Which additional properties to include.

    Display financial or generic criteria. Available only if the tabular detail section is selected for the report.

  • Define the appropriate Drill Down feature.

    Activate and define the Drill Down feature. Available only if the tabular detail section is selected for the report.

30.2.2 Forms Used to Add Report Director Templates

Form Name FormID Navigation Usage
Work With Report Director Templates W91400A EnterpriseOne Life Cycle Tools, Report Management (GH9111), Advanced Report Setup, Report Director Templates Add, modify, and delete Report Director templates.
Report Director Templates Revisions W91400B Click Add on the Work With Report Director Templates form. Enter the Report Director template name, description, section type, default business view, processing options, smart field template name (if appropriate), default data sequencing and level breaks, properties, and drill down information.

30.2.3 Creating Custom Report Director Templates

Access the Building Blocks tab of the Report Director Templates Revisions form.

Figure 30-1 Report Director Templates Revisions form - Building Blocks tab

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Description of "Figure 30-1 Report Director Templates Revisions form - Building Blocks tab"

Report Template/Description

Enter the name of the Report Director template and a meaningful description.

The system displays the Report Template/Description information from all three tabs.

Section Type

Enter the type of report section that the system should create when this Report Director template is selected.

Business View

Enter the business view that should be used by the report section. You can override this business view in the Director.

Processing Options

This field is optional. Enter the processing option template to be used by the report. You can override this business view in the Director.

Smart Field Template

This field is optional. Enter the smart field template to be used by the report. The smart field template is dependent on the business view defined.

Default Sequence and Level Breaks

Define the data sequencing and level breaks to be used by the report. These fields appear on the Data Sequencing Help form of the Director. The first two data items appear in Report Grouping and the subsequent data items appear in Report Detail. You can override these fields in the Director.

The system displays the Default Sequence and Level Breaks information from all three tabs.

Access the Properties tab of the Report Director Templates Revisions form.

Figure 30-2 Report Director Templates Revisions form - Properties tab

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Description of "Figure 30-2 Report Director Templates Revisions form - Properties tab"

Use Financial Description

Select this option to include the Use Financial Description option in the Director.

Provides the correct description of the object account. The system sets this option on the Additional Properties form of the Director.

Display Level of Detail

Select this option to include the Display Level of Detail option in the Director.

Determines the level of detail for summarizing the object account information based on the levels defined in the chart of accounts. The system sets this option on the Additional Properties form of the Director.

Display AAI Subtotal

Select this option to include the Display AAI Subtotal option in the Director.

Inserts subtotals based on the Financial Statements series of AAIs. The system sets this option on the Additional Properties form of the Director.

Display Adjust Sign

Select this option to include the Display Adjust Sign option in the Director.

Reverses the sign of amounts (debits and credits) in accounts for balance sheet or income statement reports. The system sets this option on the Additional Properties form of the Director.

Display Suppress Zero Rows

Select this option to include the Display Suppress Zero Rows option in the Director.

Suppresses the printing of a row in a tabular section using one of these options:

  • No Zero Row Suppression.

  • Suppress Zero Detail Rows Only.

  • Suppress All Zero Rows.

Display Generic Criteria

Select this option to include generic criteria in the Director.

The Director displays the Section Data Selection form.

Display Financial Criteria

Select this option to include financial criteria in the Director.

The Director displays the Help with Section Data Selection form. This form enables you to select records based on balance sheet or income statement accounts.

Note:

The Display Generic Criteria and the Display Financial Criteria options are mutually exclusive.

Access the Drill Down tab of the Report Director Templates Revisions form.

Figure 30-3 Report Director Templates Revisions form - Drill Down tab

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Description of "Figure 30-3 Report Director Templates Revisions form - Drill Down tab"

Drill Down

Select to activate the drill feature in the report template. The application, form, and version must be defined to ensure that the Drill Down feature functions.

Drill Down App/Form/Vers

Select the name of the JD Edwards EnterpriseOne application, form, and version to launch to display the detail of the record selected in the report.