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Self-Service Application Guide for Oracle Billing Insight > Viewing Standard Analytic Reports >
Use Case: Customizing the Account Billing Overview Report
This use case lets a user create a custom Account Billing Overview report, narrowing the report for a specific selection criteria and fields. Main Path for Customizing the Account Billing Overview Report
The main path occurs when a user clicks the Customize tab on the Account Billing Overview page. Alternate Paths for Customizing the Account Billing Overview Report
No alternate paths occur in this use case. Customize Account Billing Overview Page Elements
Table 37 describes the elements of this page.
Table 37. Customize Account Billing Overview Page Elements
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Page Title |
Customize Account Billing Overview |
Prompt Module |
This module displays the following elements:
- Module title text: Please enter the criteria for your custom report
- Tabs:
- Text and radio button: Period Range Button
- Text and drop-down list: Period Start List
- Text and drop-down list: Period End List
- Text and radio button: Relative Period Range Button
- Text and drop-down list: Previous List Reporting Periods
- Text and drop-down list: Account Charges List
- Text and blank fields for data entry: Field and Field
- Text and drop-down list: Usage Charges List
- Text and blank fields for data entry: Field and Field
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Prompt Module, continued |
- Text and drop-down list: Adjustments List
- Text and blank fields for data entry: Field and Field
- Text and drop-down list: Discounts List
- Text and blank fields for data entry: Field and Field
- Text and drop-down list: Other Charges List
- Text and blank fields for data entry: Field and Field
- Text and drop-down list: Charges List
- Text and blank fields for data entry: Field and Field
- Text and drop-down list: Taxes List
- Text and blank fields for data entry: Field and Field
- Text and drop-down list: Total List
- Text and blank fields for data entry: Field and Field
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Column Selection Module |
This module displays the following elements:
- Module title text: Please select columns to display in a custom report.
- Text and list: Available Fields List
- Button: Add
Action: Moves the highlighted field to the Current Display Fields list.
- Button: Remove
Action: Moves the highlighted field to the Available Fields list.
- Text and list: Current Display Fields List
- Button: Submit
Action: Displays the Save Report Criteria module.
- Button: Cancel
Action: Cancels the action.
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Save Report Criteria Module |
This module displays the following elements:
- Module title text: Save Report Criteria
- Text and blank field for data entry: Report Name Field
- Text: Period Range
- Text: Period Start Date Period End Date
- Button: Save
Action: Displays the Confirm Custom Report module.
- Button: Cancel
Action: Cancels the action.
- Report Chart and Report Details modules for the selected Account Billing report criteria. For details, see Account Billing Overview Page Elements.
- Download and printer-friendly elements
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Confirm Custom Report Module |
This module displays the following elements:
- Module title text: Confirm Custom Report
- Text and data: Confirm that you want to save the following report: Name?
- Button: Save
Action: Saves the data and displays the Custom Reports page. For details, see Custom Reports Page Elements.
- Button: Cancel
Action: Cancels the action.
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