Getting Started with Answers (Custom Reports)
NOTE: To create custom reports your user role must include the Manage Custom Reports privilege or the Manage Personal Reports privilege.
The Getting Started with Answers page has links for the following actions:
- Open Existing Analysis. Click this link to open an existing analysis that is stored in your private folder or in the shared folder. For more information, see Managing Reports.
- Manage Analyses. Click this link to delete or rename an existing analysis. For more information, see Managing Reports.
- Create New Analysis. This section contains links to subject areas that form the basis of a custom report.
Creating a New Analysis (Custom Report)
The Create New Analysis section has two listings of subject areas that you can use in your report: the Analytics subject areas and the Reporting subject areas. Most reports use data from a single subject area. It is possible to create a report using data from two subject areas, but it is an advanced task.
Each subject area contains data fields (organized into dimensions) and their related metrics.
The Analytics subject areas use data that is compiled nightly. These subject areas generally have historical or trend data, or contain more complex calculations than those found in the Reports subject areas. Reports made from Analytics subject areas display the date and time of the last update at the bottom of the page. If this is the first time you sign in, the historical analyses do not show data during the first 24-hour period.
The Reporting subject areas provide real-time analyses. The data in these reports can change during the working day. Reports made from Reporting subject areas have a Refresh button, so you can update them in real time. For more information about subject areas, see About Subject Areas in Reports.
Before you begin. Do the following:
- Make sure the data that you want to include is not already available in a prebuilt report.
- Be familiar with the limitations of reports and reporting record types. For more information, see About Limitations in Reports.
- Review the information about custom reports. If you have added new fields, you can use those custom fields on a report. If you have changed the display names for fields, the new display names are used for the reports. However, if you rename record types, such as Accounts, the new names are not reflected in the reports.
NOTE: If you selected the option to add new picklist values when importing data, those new picklist values might not be displayed in the reports for 24 hours. Therefore, you might not be able to use the new picklist values as filters during that time period.
To create a custom report, click one of the Analytics or Reporting subject areas. Oracle CRM On Demand Answers then guides you through the process of setting up your custom report and performing a dynamic analysis. This process consists of these general steps:
- Step 1: Defining Criteria
Set up columns and filters. Add filters to determine which data to include (optional but recommended). Filters restrict the data that is displayed, reducing the size of the data set and avoiding performance issues.
- Step 2: Creating Layouts
Add charts or tables (optional) to include graphical or alternative representations of the data.
- Step 3: Defining Prompts (Optional)
Add prompts that allow users to specify filter values when they run the report.
- Step 4: Reviewing Reports
View the report results before you save it.
To begin creating a custom report
- Click the Reports tab at the top of your page.
- On the Reports Homepage, in the Custom Reports and Analyses section, click the Design Analyses Link.
Oracle CRM On Demand Answers appears in a separate page, independent of the other Oracle CRM On Demand pages.
- Click an Analytics subject area or a Reporting subject area.