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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 use the Homepage Custom Report feature to 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.

You can embed reports from the V2 and V3 catalogs in custom reports for record-type Homepages. 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.

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 All Sections list in the Homepage Layout Wizard. You can then make a report available on a Homepage layout as follows:

• You can move the report to one of the lists of sections that are displayed by default in the Homepage layout, so that any user whose role has that layout automatically sees that report on their record-type Homepage.
• You can move the report to the list of Available sections in the Homepage layout, so that any user whose role has that layout and the Personalize Homepages privilege can add the report to his or her record-type Homepage.

For more information about customizing Homepages, see Creating Record Homepage Layouts. For information about creating custom reports for My Homepage, see Enabling Custom Reports in My Homepage.

About Privileges for Managing Homepage Custom Report Records

If your role has the appropriate privileges, you can create custom report records 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 report that you want to enable in a 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.

• 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. Click New Homepage Report.
6. 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.

7. 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.

8. In the Description field, enter a description for the homepage custom report.
9. 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.