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Oracle Financials RXi Reports Administration Tool User Guide
Release 12.1
Part Number E13480-03
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Using Attribute Sets

Oracle Financials RXi Reports Administration Tool

The Oracle Financials RXi Reports Administration Tool lets you design the content and layout of your RXi reports. With the Oracle Financials RXi Reports Administration Tool, you can print the same report using different layouts, and you can control the data items included in your report. RXi lets you tailor your reports to meet statutory and other reporting requirements, and to create reports for your own internal use.

The Oracle Financials RXi Reports Administration Tool gives you great flexibility in managing your reporting requirements. Use the Oracle Financials RXi Reports Administration Tool to:

All formatting and column information is defined and maintained in attribute sets. Each RXi report comes with one or more attribute sets. Use the Attribute Set window to view default attribute sets that come standard with RXi. You can create user-defined attribute sets based on default attribute sets with the format and data that your company needs. You can further modify your user-defined attribute sets to meet additional company requirements.

You define and save attribute sets in the Attribute Set window. Assign an attribute set to a report when you print the report using the Standard Request Submission windows.

Working with Attribute Sets

Use the Attribute Set window to define attribute sets for RXi reports. The attribute set that you associate with an RXi report determines the layout and data content of the report.

By default, each RXi report already has one or more attribute sets associated with it. You can use one of these attribute sets to print reports, but you cannot modify a default attribute set. Instead, you copy and rename an attribute set, then apply new layout definitions to the renamed attribute set. Define as many attribute sets as you want for a report.

The Attribute Set window is the main window for working with attribute sets. You access all other windows and dialog boxes from the Attribute Set window.

From the Attribute Set window you can:

Copying a New Attribute Set

Use the Copy Attribute Set dialog box to copy and rename an attribute set. You can copy either a default attribute set included with an RXi report, or an attribute set that you previously defined for the report.

To copy an attribute set:

  1. Navigate to the Attribute Set window.

  2. In the Report Name field, choose the RXi report that you want.

    The Attribute Set field displays the report's first default attribute set.

  3. In the Attribute Set field, enter the attribute set that you want.

  4. Press the Copy Attribute Set button.

    The Copy Attribute Set dialog box appears.

  5. In the Attribute Set field, enter a name for the new attribute set.

  6. In the Short Name field, enter the internal short name for the new attribute set.

  7. Return to the Attribute Set window with the name of the new attribute set displayed in the Attribute Set window. All of the column formats from the original attribute set are already defined.

Defining or Modifying an Attribute Set

Use the Attribute Set window to define a new attribute set that you have just copied, or to modify an existing attribute set that you previously defined.

Note: You should also refer to the documentation that came with your RXi reports for more information about the report's default attribute sets.

To define or modify an attribute set:

  1. Navigate to the Attribute Set window.

  2. In the Report Name field, choose the RXi report that you want.

  3. In the Attribute Set field, enter the attribute set that you want to define or modify.

  4. Navigate to the Displayed Columns tabbed region.

    The Available list box displays all columns that are available for this report but not currently included in the report output of this attribute set. The Displayed list box displays the report columns that are included in the report output of this attribute set.

  5. Use the Available list box to add a column to the report by selecting a column and pressing the Right arrow button.

    The column name moves to the Displayed list box.

  6. In the Displayed list box, remove a column from the report by selecting a column and pressing the Left arrow button.

    The column name moves to the Available list box.

  7. In the Displayed list box, arrange the order of columns in the report by selecting a column and pressing the Up or Down arrow button.

    The order of the columns in the list is the left-to-right order that they appear in the report output.

  8. In the Displayed list box, create breaking columns by selecting a column and pressing the Plus or Minus button.

    Breaking columns are numbered in the Displayed list box. The number next to a column indicates the column grouping level. If a column does not have a number, this column is not used for grouping purposes.

  9. Navigate to the Page Setup tabbed region.

  10. In the Report Title field, enter the title that you want to appear on the report.

    The default report title is the concurrent program name of the RXi report.

  11. In the Group Display Type field, enter one of these values:

  12. In the Page Width and Page Height fields, enter the number of characters to designate the page width and page height of the report (text output only).

    Note: There are no default values for these fields. If you do not enter a value in the Page Width field, the report prints as one line with no wrapping. If you do not enter a value in the Page Height field, the report is only one page long, and Print commands such as Current Page and Number of Pages have no meaning.

  13. In the Print Report Headings region, indicate the report headings to print in the report heading by checking the appropriate check box. This table describes what is printed for each checked check box.

    Check this check box. . . To print. . .
    Title The report title.
    Organization Name Either your organization name, or the value from the interface table used by the report (for example, ledger, operating unit, legal entity). If the RXi report does not support this feature, no value is printed.

    Note: See the documentation for the RXi report for more information.

    Page Number The current page number.
    Parameters Parameter names and values.
    Submission Date The submission date in the report heading.
    Ledger Currency The ledger currency code. If the RXi report does not provide this information, no value is printed.

    Note: See the documentation for the RXi report for more information.

    Total Pages The total number of pages in the report.
    Page Break Columns The first group level in the report heading. If the values of the first group level change, the report generates a page break.
  14. Navigate to the Default Format tabbed region.

  15. In the Default Date Format field, enter a date format mask. The default is DD-MON-YY.

    The date format mask applies to date columns that do not have a separate date format definition, as well as to date parameter values.

  16. In the Default Date Time Format, enter a date-time format mask. The default is DD-MON-YY hh:mm:ss.

    The date-time format mask applies to the report submission date, as well as to date-time parameter values.

Defining Column Formatting

Use the Column Details window to define formatting attributes for individual columns in a report. In the Column Details window, you can define:

All changes are optional and depend on your reporting needs. The Format Mask field is for date and number columns only. The Currency Column field is for currency columns only. The Precision, Minimum Accountable Unit, and Units fields are for number columns only.

Note: You can only enter a value in one of these fields for any given attribute set.

The Sum and Count check boxes in the Column Details window are display only. To define summed or counted columns, and to change the level at which summed or counted values are printed, navigate to the Summary Details window by selecting a column and pressing the Sum or Count button. See: Defining Summary Columns for more information.

To define column formatting:

  1. Navigate to the Attribute Set window.

  2. In the Report Name field, choose the RXi report that you want.

  3. In the Attribute Set field, enter the attribute set that you want.

  4. Navigate to the Column Details window by pressing the Column Details button.

    The Level field displays the grouping level for each column. The Column Name field displays the interface table column name for each column.

  5. In the Attribute Name field, enter a new column heading.

  6. In the Length field, change the length (in characters) of a column.

    Note: A column heading longer than the value that you enter wraps to the next line. Column data in a report that is longer than the value that you enter is truncated.

  7. In the Ordering field, enter one of these values for each column:

  8. In the Format Mask field, enter your own date or number format mask for a column, for example, YYYY-MM-DD for dates or 9.999.990,00 for numbers.

  9. In the Currency Column field, enter the column name from the interface table that contains the currency code, if this column is a currency column.

    The currency column in the interface table is used to correctly format column values. For example, USD (US dollars) values use two decimal places, while JPY (Japanese yen) does not use decimal places.

    Note: If you enter a value in the Currency Column field, the report does not use the number format mask or the Precision and Minimum Accountable Units fields.

  10. In the Precision field, enter the number of decimal places used to print number values.

    For example, if you enter 3, the report prints the number 1.23456 as 1.234. The report does not round up the last decimal place.

    Note: If you enter a value in the Precision field, the report does not use the number format mask or the Currency Column and Minimum Accountable Units fields.

  11. In the Minimum Accountable Units field, enter a minimum accountable unit to format numbers.

    A minimum accountable unit truncates numbers in the column to multiples of the value that you enter. For example, for a column displaying stock prices in units of 1/16, enter .0625.

    Note: If you enter a value in the Minimum Accountable Units field, you cannot use the number format mask or the Currency Column and Precision fields.

  12. In the Units field, specify the basic display unit for numbers.

    For example, if you enter 1,000,000, the number 2,345,000 is printed in the report as 2.345. You can also use the Units field in conjunction with the Precision field. For example, if you specify a precision of 1, then the number 2,345,000, with a basic display unit of 1,000,000 prints as 2.3.

Defining Summary Columns

Use the Summary Details window to define columns as summary columns in a report. A summary column is a column whose values are either summed or counted. You can designate the summed and counted levels printed, and you can rename the default summary prompts.

The Summary Details window displays the report summary levels and the column grouping levels for the column that you select in the Column Details window.

The report summary levels are:

The grouping levels displayed in the Summary Details window are all grouping levels up to, but not including, the grouping level for the selected column. For example, a report contains these grouping levels:

1 - Payment Currency

2 - Bank

2 - Branch

2 - Account

3 - Date

3 - Supplier Name

3 - Supplier Site

3 - Payment Method

Invoice Number

Invoice Amount

Taxable Amount

If you print the number of suppliers (count on Supplier Name), the Supplier Name column shows six summary levels: four report summary levels, grouping level 1 (Payment Currency), and grouping level 2 (Bank, Branch, and Account).

If you print total purchases (sum on Invoice Amount), the Invoice Amount column shows seven summary levels: four report summary levels, grouping level 1 (Payment Currency), grouping level 2 (Bank, Branch, Account), and grouping level 3 (Date, Supplier Name, Supplier Site, Payment Method).

To define summary details for a column:

  1. Navigate to the Attribute Set window.

  2. In the Report Name field, choose the RXi report that you want.

  3. In the Attribute Set field, enter the attribute set that you want.

  4. Navigate to the Column Details window by pressing the Column Details button.

  5. Select the column heading that you want, then navigate to the Summary Details window by pressing the Sum Details or Count Details button.

    Press the Sum Details button to summarize column values. This button is available for number columns only. Press the Count Details button to count column records. This button is available for all columns, since you can count the number of records in any column.

    The Summary Details window appears.

  6. In the Prompt field, enter a new prompt name for a report summary level or grouping level to print in the report.

    You can include the interface table column name of another column in the prompt to create a dynamic prompt. For example, Total for [SOB_NAME].

    Note: If several columns share the same group level, summary function, and summary prompt, these columns are printed together on one line under one prompt.

  7. Check the Display check box next to each report summary level and grouping level that you want to include in the report.

  8. Return to the Column Details window. The Sum or Count check box is checked for the selected column.

  9. Repeat steps 5 to 8 for each column that you want to summarize.