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Creating Analytic Batch Reports

This use case lets users schedule reports to run in a single occurrence or generate reports regularly over a period of time. Users can choose the reporting period, when to run the reports, the download file formats, and whether to share the reports with other users.

Table 29 lists and describes the use case functions.

Table 29. Creating Batch Reports
Function
Description

Name

Creating Analytic Batch Reports

Primary User

B2C users

Trigger

The user navigates to the Analytics tab, selects a standard or custom billing report, then clicks Batch Request.

Active Hyperlinks (Breadcrumbs)
  • Analytics. Displays the standard billing reports.
  • Billing Reports. Displays the standard billing reports.
  • Batch Request. Displays the Create Batch Report screen.

Page Titles

Page Titles

  • Create Batch Report
  • Confirm Batch Report

Prompts

Create Batch Report page

  • Batch Report Name. The user enters a report name.
  • Select Report Options:
    • Period Range. The user selects the range of billing periods to report on.
      • From. The options for the start of the range are: Prior (default), Latest, or a particular billing period.
      • To. The options for the end of the range are: Latest (default) or a particular billing period.
    • Chart Type (If available). The user selects the chart type for the report: Bar (Default) or Pie.
  • Select Download File Types. The user can choose to generate the report in HTML, CSV, XML, and PDF (if available) file formats.
  • Select Report Generation Date:
    • Single occurrence. A one-time report (default).
    • Select Day of the Week to Run Weekly. The user selects the day of the week.
    • Select Day of the Week to Run Bi-weekly. The user selects the day of the week.
    • Schedule a Specific Day Within the Month. The user selects a day of the month, from the 1st to the 31st. If the user selects a day that does not appear in a month, the report generates on the last day of the month.
  • Select Effective Period (If not a single occurrence report):
    • Until canceled. The report will continue to generate until the user changes the schedule.
    • Set Maximum Number of Times to Run Report. The user specifies a number.
    • Until Date. The user enters a date or selects one from the popup calendar.

Confirm Batch Report page

None

Page Content

Create Batch Report page

Attributes:

    • Report Details
      • Company Name
      • Position
      • Report Name

Buttons:

    • Next. Oracle Self-Service E-Billing performs a verification check on the form data and displays the Confirm Batch Report page.
    • Back. This button displays the selected report.

Confirm Batch Report page

Attributes:

    • Report Details
      • User Name
      • Position
      • Report Name
    • Selected Report Options
      • Batch Report Name
      • Marked for (Private or Public)
      • Period Range
      • Chart Type
      • File Type Options
      • Generation Date
      • Effective Period (If not a single occurrence report)

Buttons:

    • Submit. This button submits the batch report request and displays the Scheduled Billing Reports page.
    • Cancel. This button displays the selected report.
    • Printer Friendly. This button displays print view of the report request.

Configuration Points

None

Business Rules

The current bill period range (single period) is used as the default criteria.

Main Path for Creating Batch Reports

The main path to create batch reports is as follows:

  1. The user clicks the Analytics tab, clicks the link for a standard (or custom) billing report, then clicks the Batch Reports tab.

    Oracle Self-Service E-Billing displays the Create Batch Report page.

  2. The user specifies a report name in the Batch Report Name field.
  3. The user clicks or leaves blank the Share With Others option.
  4. The user selects the From and To billing period ranges.
  5. The user selects the chart type.
  6. The user selects the download file types.
  7. The user specifies the report generation date.

    If this is not a single occurrence report, the user selects the effective period.

  8. The user clicks Next.

    Oracle Self-Service E-Billing validates the information on the form and displays the Confirm Batch Report screen.

  9. The user verifies the information on the Confirm Batch Report screen and clicks Submit.

    Oracle Self-Service E-Billing displays the Scheduled Billing Reports page showing the newly scheduled report.

Alternate Paths for Creating Batch Reports

There are alternate paths for this use case.

The user clicks Cancel at the Confirm Batch Report screen

The user clicks the Cancel button at the Confirm Batch Report screen; Oracle Self-Service E-Billing displays the selected report.

Exceptions for Creating Batch Reports

Exceptions can occur in this use case.

Incomplete form

The user does not fill out all of the options within the form.

System error

The user encounters a system error.

    
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