Contents

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Preface

• Audience
• Documentation Accessibility
• Related Documents
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Help Center (docs.oracle.com)
• Conventions

1 Introduction

• Report Data
• Report Templates and Report Designs
• Report Scheduling
• Reports Output
• KPI Reports
• Data Extracts
• Language Translations
• Report Purging

2 Getting Started

• Accessing Reports

3 Report Administration

• Data Sources
  • Creating a Data Source
  • Editing a Data Source
    • Activating the Data Source
    • Deactivating the Data Source
    • Deleting the Data Source
    • Downloading Data for RTF Template Design
  • Filters
    • Data Source Filters
    • Report Design Filters
    • Report Schedule Filters
    • Applying Filters
    • Filters for Specification and Audit API Data Sources
  • Query Costs and Weightings
  • Data Warehouse Facility
• Report Templates
  • Creating a Report Template
  • Editing a Report Template
    • Activating the Report Template
    • Deactivating the Report Template
    • Deleting the Report Template
    • Downloading RTF Template Files
• Report Designs
  • Creating a Report Design
  • Editing a Report Design
    • Activating the Report Design
    • Deactivating the Report Design
    • Deleting the Report Design
  • Filters for Report Designs
• KPI Report Templates
  • Creating a KPI Report Template
  • Editing a KPI Report Template
    • Activating the KPI Report Template
    • Deactivating the KPI Report Template
    • Deleting the KPI Report Template
  • Filters for KPI Report Templates
• Other Report Administration Options
  • Report Purging
  • Monitoring Scheduled Reports
    • Viewing Scheduled Reports
    • Cancelling Scheduled Reports
  • System Parameters
  • Report Output Folders
    • Creating a Report Output Folder
    • Editing a Report Output Folder
    • Deleting a Report Output Folder

4 Creating Reports

• Building New Templates

5 Scheduling Reports

• Creating a Report Schedule
  • Report Schedule Details Tab
  • Access Control/Recipients Tab
  • Filters Tab
• Editing a Report Schedule
  • Submitting a Schedule
  • Deactivating the Report Schedule
  • Deleting the Report Schedule
  • Report Generation
  • History Tab
• Monitoring Scheduled Reports
  • Schedules Tab
  • Cancelling a Scheduled Report
• Report Scheduling Best Practices

6 Viewing Reports

• Viewing Report Outputs
  • Report Output Details Tab
  • Report Output Filters Tab
• Deleting Report Outputs

7 KPI Dashboards

• Creating a KPI Dashboard
• Editing a KPI Dashboard
• Deleting a KPI Dashboard
• Example: Audits Due in 30 Days KPI

8 Data Extracts

• Extracting Suppliers
  • Suppliers Extract File Contents
• Extracting Sites
  • Site Extract File Contents
• Extracting Product Records
  • Product Records Extract File Contents
• Extracting Product Specifications
  • Product Specifications Extract File Contents
• Viewing Extract Files
  • Report Output Details Tab

A Appendix: Report Layouts

• Standard Reports
• Reports Layout and Formatting
  • Multiple Rows and Concatenation in Tabular Reports
  • Multi-Specification Section Coverage
  • Linked Records
  • Soft-Coded Columns

B Appendix: Designing RTF Templates

• Types of Reports
  • Tabular Reports
  • Form Reports
  • KPIs
• BI Publisher Template Builder Plug-in for Word
  • Installing and Launching Template Builder
  • Template Builder Tutorial
    • Balance Letter Sample
    • Sales Report Sample
• Building RTF Templates
  • Locating the Data Source
  • Creating an RTF Template for a Table Report
  • Creating an RTF Template for a Form Report
• Formatting Report Contents
  • General Considerations
  • BI Publisher Properties
  • Conditional Formatting
  • Repeating Groups
  • Grouping
  • Sorting
  • Counts
  • Charts
  • Boolean Fields and Conditional Regions
  • Editable Text Selector and Enumeration Fields
  • HTML Markup
  • Pivot Tables
  • Considerations for Excel
• System Text and Language Translations
  • Translation of Report Content
  • Configuring System Text and XLIFF for Reports
  • Configuring System Text in RTF Report Templates
  • API Data Source XML Contents
• Style Guidelines

C Appendix: Permissions

Glossary