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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > Creating Homepage Custom Reports

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.

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. If the Enable Language Translation Support for Web Applets check box is selected on the company profile, then you can create custom reports only if the language that is selected in the Translation Language field is the default language for the company.

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. On the Homepage Custom Report page, complete the following fields.

   Field	Comments
   Name	Enter the name of the custom report.
   Mark for Translation	This check box is available only if the Enable Language Translation Support for Web Applets check box is selected on the company profile. When you create a custom report, the Mark for Translation check box is selected and read-only. Also, the Mark for Translation check box is read-only if you select any language other than the default language for the company in the Translation Field in the list of custom reports before you update an existing custom report. If you change the name of an existing custom report in the default language for the company, then use the Mark for Translation check box as follows: If you want the translated versions of the name to be replaced by the updated name, then select the Mark for Translation check box. If you want the translated versions of the name to remain unchanged, then do not select the Mark for Translations check box. For more information about translating custom reports, Translating Web Applet and Custom Report Names.
   Height	Select Single or Double. If you set the height to Double, the report becomes twice the height of the other sections on the Homepage.
   Width	Select Single or Double. If you want the report to span the entire Homepage from left to right, set the width to Double. NOTE: Reports that have an HTML RowSpan attribute value of more than 2 sometimes span beyond the specified size.
   Execute Report Immediately	If you select this check box, the report will run automatically, and users will not have to click a link to update the report.

6. 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

7. Click Save.