Generating Reports

From the Manage Report screen, you can:

• Search for a report based on specific criteria.

• Generate a report with default parameters or modify the report parameters.

• Email a report in various file formats to one or more recipients.

• Download a report in various file formats.

• Print a report to an email addressable printer.

• Preview a report as a PDF and then print it to a local or network printer.

• Schedule a report. (Available when the Report Scheduler OPERA Control is active). For more information, see Managing Scheduled Reports .

• Manage customized stationery templates. For more information, see About Stationery Editor (Oracle Business Intelligence (BI) Publisher).

• Copy reports and stationery templates to other properties. For more information, see Copying Reports to Multiple Properties.

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Note:

The available report groups are determined by the report group tasks assigned to your role(s). The reports and report parameters available is determined by the OPERA Controls active at your property.

Note:

File formats available for email delivery and file download vary depending on the specific report; these include PDF, HTML, RTF, XML, Excel, Delimited, and Delimited Data.

Reports that support multiple properties are indicated in the search results, and you can generate these reports with multiple properties selected when operating from a Hub location. For more information, see Changing Your Location in Multi-Property Operations.

You can also use the actions listed in the ribbon to configure a New Report , Configuring Report Groups or Managing Scheduled Reports .

Previewing Reports

To download / preview a report, with default parameters, as a PDF file in a browser tab.

1. From the OPERA Cloud menu, select Reports, and then Manage Reports.

2. On the Manage Reports screen, enter or confirm the Property Code. If you are logged in at the hub level, you will have the option to view either Global reports or Property reports.

3. Enter a Report name and/or select a Report Group from the list and then click Search.

4. Select a report from the search result.

5. Click Preview /Download : A PDF file is generated and displayed in a separate browser window.

   1. To Print the PDF, select the print icon or press [CNTRL][P] to launch the print dialogue for your browser.

   2. To download the PDF to your workstation click the download option in your browser.

Printing Reports

To print a report to an email addressable printer. For more information, see Configuring Printers

1. From the OPERA Cloud menu, select Reports, and then Manage Reports.

2. On the Manage Reports screen, enter or confirm the Property Code. If you are logged in at the hub level, you will have the option to view either Global reports or Property reports.

3. Enter a Report Name and/or select a Report Group from the list and then click Search.

4. Select a report from the search result.

5. Click Select Printer and select a printer from the list.

6. Click Print to print the report to the selected printer.

   Note:

   Printer selection is retained during your session.

Downloading Reports

To download a report, with default parameters, in various file formats.

Note:

It is recommended to use only Delimited and Delimited Data file formats for reports with simple tabular layouts. Delimited and Delimited Data file formats should not be selected for reports that have group-by's or other complex layouts that can cause duplication of rows or prevent rows from generating in the report.

1. From the OPERA Cloud menu, select Reports, and then Manage Reports.

2. On the Manage Reports screen, enter or confirm the Property Code. If you are logged in at the hub level, you will have the option to view either Global reports or Property reports.

3. Enter a Report Name and/or select a Report Group from the list and then click Search.

4. Select a report from the search result.

5. Click Download As.

   1. Select a file format from the list. File formats available are HTML, RTF, PDF, XML, Delimited, Delimited Data and Excel (for selected BI Publisher-based reports).

   2. Click Download.

Emailing Reports

To email a report, with default parameters, in various file formats.

1. From the OPERA Cloud menu, select Reports, and then Manage Reports.

2. On the Manage Reports screen, enter or confirm the Property Code. If you are logged in at the hub level, you will have the option to view either Global reports or Property reports.

3. Enter a Report name and/or select a Report Group from the list and then click Search.

4. Select a report from the search result.

5. Click Email and then enter the email address or addresses of the recipient(s). You can enter separate email addresses for multiple recipients with a comma (,) or semi-colon (;).

   1. Select a file format from the list. File formats available are HTML, RTF, PDF, XML, Delimited, Delimited Data and Excel (for selected BI Publisher-based reports).

   2. Click Email.

Modifying Report Parameters

When a report has parameters, you can modify the default values to suit your needs then generate the report.

1. From the OPERA Cloud menu, select Reports, and then Manage Reports.

2. On the Manage Reports screen, enter or confirm the Property Code. If you are logged in at the hub level, you will have the option to view either Global reports or Property reports.

3. Enter a Report name and/or select a Report Group from the list and then click Search.

4. Select a report from the search result. From the result you can generate a report (with default parameters) by following the steps below:

5. Click Edit Report Parameters.

   1. On the Report Parameters page, update the report parameters as required.

   2. Click Download As to download the report in a selected file format. File formats available are HTML, RTF, PDF, XML, Delimited, Delimited Data and Excel (for selected BI Publisher-based reports)

   3. Click Email to email the report.

   4. Click Preview/Download to generate the report as PDF in browser tab.

   5. Click Cancel to return to the report search page.