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Self-Service Application Guide for Oracle Billing Insight > Creating and Viewing Analytic Batch Reports >
Use Case: Creating a Batch Report
This use case lets a user create a batch report for the analytic billing and top X reports, and the Service Budget Report. Batch reporting lets users schedule reports to run in a single occurrence or generate a reports regularly over a period of time. Users can choose the report period range, file download file formats, report generation date, and the effective period. The file formats available for downloading a report on-demand are the same types available in batch, plus HTML file format is available for all reports. In the Business Edition, a report sharing option lets users specify whether the report is private or available publicly. Publicly available reports can be viewed by other users with the same hierarchy privileges. The current hierarchical position context is used for reporting criteria. Main Path for Creating a Batch Report
The main path occurs when a user clicks Batch Request on an analytic billing, cost management, or top X report page to display the Create Batch Report page. Alternate Paths for Creating a Batch Report
No alternate paths occur in this use case. Create Batch Report Page Elements
Table 74 describes the elements of this page.
Table 74. Create Batch Report Page Elements
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Page Title |
Create Batch Report |
Create Batch Report Module |
This module displays the following elements:
- Module title text: Create Batch Report
- Text and blank field for data entry: *Batch Report Name Field
- (Business Edition Only) Selection button and text: Button Share With Others
- Button: Next
Action: Displays the Confirm Batch Report page. For details, see Confirm Batch Report Page Elements.
- Button Back
Action: Displays the analytic report page.
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Report Details Module (Business Edition) |
This module displays the following elements:
- Module title text: Report Details
- Column Headings:
- Text: Company Name
- Text: Hierarchy Name
- Text: Position
- Text: Report Name
- Column Content:
- Data: Company name
- Data: Hierarchy name
- Data: Hierarchy position
- Data: Report name
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Report Details Module (Consumer Edition) |
This module can display the following elements:
- Module title text: Report Details
- Column Headings:
- Text: User ID
- Text: Account Number
- Column Content:
- Data: User ID
- Drop-down list for account number: List
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Select Report Options Module |
Depending on the report, this module can display the following elements:
- Module title text: Select Report Options
- Text: Period Range
- Text and drop-down list: From List
- Text and drop-down list: To List
- Text and drop-down list: Chart Type List
- Text and drop-down list: Service Number List
- Text and drop-down list: Usage Type List
- Text and drop-down list: Account Number List
- Text and drop-down list: Number of Results List
- Text and drop-down list: Budget Frequency List
- Text and drop-down list: Budget Period List
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Select Download File Types Module |
This module displays the following elements:
- Module title text: Select File Download Types
- One or more of the following:
- Selection button, icon, and text: Button HTML icon, HTML
- Selection button, icon, and text: Button Microsoft Excel icon, CSV
- Selection button, icon, and text: Button XML icon, XML
- Selection button, icon, and text: Button Adobe Acrobat PDF icon, PDF
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Select Report Generation Date Module |
This module displays the following elements:
- Module title text: Select Report Generation Date
- Radio button and text: Button Single occurrence
- Radio button, text, and drop-down list: Button Select Day of the Week to Run Weekly List
- Radio button, text, and drop-down list: Button Select Day of the Week to Run Bi-Weekly List
- Radio button, text, and drop-down list: Button Schedule a Specific Day Within the Month List
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Select Effective Period Module |
This module displays the following elements:
- Module title text: Select Effective Period
- Radio button and text: Button Until canceled
- Radio button, text, and blank field for data entry: Button Set Maximum Number of Times to Run Report Field
- Radio button, text, and blank field for data entry: Button Until Date Field
- Icon and link: Calendar
Link target: Popup Calendar Selector
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Confirm Batch Report Page Elements
Table 75 describes the elements of this page.
Table 75. Confirm Batch Report Page Elements
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Page Title |
Confirm Batch Report |
Report Details Module |
This module displays the following elements:
- Module title text: Report Details
- Column Headings:
- Text: Company Name
- Text: Hierarchy Name
- Text: Position
- Text: Report Name
- Column Content:
- Data: Company name
- Data: Hierarchy name
- Data: Hierarchy position
- Data: Report name
- Button: Submit
Action: Displays the Pending Batch Reports page. For details, see Pending Batch Reports Page Elements.
- Button Cancel
Action: Cancels the action.
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Select Report Options Module |
Depending on the available options selected for the report type, this module can display the following elements:
- Module title text: Select Report Options
- Text and data: Batch Report Name Report name
- Text and data: Marked for Share setting
- Text and data: Period Range Range
- Text and data: Chart Type Chart type
- Text and data: Service Number Service number
- Text and data: Usage Type Type
- Text and data: Account Number Account number
- Text and data: Number of Results Number
- Text and data: Budget Frequency Frequency
- Text and data: Budget Period Period
- Text and data: File Type Options File icons and type
- Text and data: Generation Date: Generation date description
- Text and data: Effective Period: Period
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