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Creating Homepage Custom Reports

You can add multiple reports, including both prebuilt and custom reports, to the record type Homepages. This feature allows you to provide the most relevant information to different users. For example, you can configure the Service Request Homepage for a customer service representative to show a custom service-request report.

For some record types, standard reports are shown on the record type Homepage by default. You can replace the standard reports with different reports, or you can add additional reports. You can also specify Homepage reports for record types where no report is shown on the record type Homepage by default.

To make a prebuilt or custom report available on a record type Homepage, you first create a Homepage Custom Report record for the report. When you create or edit the Homepage layouts for a record type, any Homepage custom report records that you created for the record type are listed in the Available Sections list in the Homepage Layout Wizard. You can then make a report available on a Homepage layout as follows:

  • You can add the report to a Homepage layout, so that any user whose role has that Homepage layout automatically sees that report on their record type Homepage.
  • You can leave the report as an available section on a record type Homepage layout, so that any user whose role has that Homepage layout and the Personalize Homepages privilege can add the report to his or her record type Homepage.
  • If you do not want users with a certain role to be able to add the report to their record type Homepage, you can move the report out of the Available Sections list in the Homepage Layout Wizard.

For more information about customizing Homepages, see Creating Record Homepage Layouts.

If your role has the appropriate privileges, you can create custom reports and add them to custom Homepage layouts for all record types. The following table shows the privileges required for the various tasks involved in making a custom report available on a Homepage.

Task

Privilege Needed

Notes

(Optional) Create a custom report and publish it to a company-wide folder

Manage Custom Reports

For more information, see Getting Started with Answers (Custom Reports).

Create a Homepage custom report

Customize Application

Customize Application - Manage Homepage Customization

Instructions for this task are provided in this topic.

Add a custom report section to a Homepage layout

Customize Application

Customize Application - Manage Homepage Customization

For more information, see Creating Record Homepage Layouts.

Add a Homepage layout to a user role

Manage Users and Access

For more information, see Adding Roles.

(Optional) Add or remove a custom report section on a Homepage (end user)

Personalize Homepages

For more information, see Changing Your Homepage Layouts.

Before you begin. The custom report that you want to enable in a Homepage must have been created and saved before you can perform this procedure.

To create a Homepage custom report

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Application Customization section, click the Application Customization link.
  3. In the Record Type Setup section, click the link for the required record type.
  4. In the Homepage Layout Management section, click record type Homepage Custom Report.
  5. In the Name field, enter the name of the custom report.
  6. In the Height and Width fields, select Single or Double.

    If you want the report to span the entire Homepage from left to right, set the width to Double. If you set the height to Double, the report becomes twice the height of the other sections on the Homepage.

    NOTE: Reports that have an HTML RowSpan attribute value of more than 2 sometimes span beyond the specified size.

  7. If required, select the Execute Report Immediately check box.

    If you select this check box, the report will run automatically, and users will not have to click a link to update the report.

  8. In the Report Path field, enter the path of the report.

    You can paste the report path from the Open Analysis window. To copy the report path:

    1. Click the Open Analysis button in the Getting Started with Answers page.
    2. Select a report.
    3. Copy the value in the Item field.

      For example:

      Company Wide Shared Folder: Pre-built Analysis/Sales Stage History Analytics: Last Month Sales Report

  9. Click Save.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.