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Administering Oracle CRM On Demand > Application Customization > Enabling Custom Reports in My Homepage

Enabling Custom Reports in My Homepage

You can use the My Homepage Custom Report feature to add multiple reports, including both prebuilt and custom reports, to My Homepage. These custom reports are then displayed in the All Sections list in Step 2 in the Homepage Layout Wizard, and you can move them to the list of Available Sections or to one of the lists of sections that are displayed by default in My Homepage. For more information about customizing My Homepage, see Customizing My Homepage for Your Company.

You can embed reports from the V2 and V3 catalogs in custom reports for My Homepage. For information about the catalogs (V2 and V3) for reports and dashboards, and where the reports and dashboards can be embedded in Oracle CRM On Demand, see About Embedding Reports and Dashboards in Oracle CRM On Demand.

NOTE: Depending on how your company instance is set up, your company might not have access to the V3 catalog.

Before you begin:

• The report that you want to enable in My Homepage must be stored under Shared Folders.
• If you want to use a report from the V3 catalog, then you can use the Lookup icon in the Homepage Custom Report Detail page to navigate to the report that you want. If you want to embed a report or a dashboard from the V2 catalog, then you must have the path string for the report, so that you can paste it into the Report Path field when you create the custom report. The following is an example of a report path string:

  Shared Folders : Pre-built Analysis : Quick List Reports : Accounts by Sales Rep

  Information about determining the path string for a report in the V2 catalog is provided at the end of this topic.

• Your role must include the Customize Application privilege and the Customize Application - Manage Homepage Customization privilege.
• To select a report from the Migrated Company Wide Shared Folder, your user role must include the Access Migrated Company Wide Shared Folder privilege.
• 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 My 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 Application Setup section, click the My Homepage Custom Reports link.
4. In the My Homepage Custom Reports list, click New Homepage Report.
5. On the Homepage Custom Report Detail 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 report names, see 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.
   Catalog	Select the catalog for the report that you want to embed.

6. Depending on the catalog that you selected in the Catalog field, do one of the following:
   • If you selected V2, then enter the path string for the report in the Report Path field.
   • If you selected V3, then click the Lookup icon (magnifying glass), and then navigate to the report you require in Shared Folders.

     The Report Path field is automatically populated after you select the V3 report.

7. In the Description field, enter a description for the homepage custom report.
8. Click Save.

The following procedure describes how to determine the path string for a report in the V2 catalog.

To determine the path string for a report in the V2 catalog

1. In Oracle CRM On Demand Answers, in the Getting Started with Answers page, click Open Analysis.
2. Select a report.

   The path for the report is shown in the Item field.

3. To use the report path string in a custom report for a record-type Homepage or My Homepage, copy the string from the Item field.