icon
to display a listing of all columns in the current report.Interactive reports enable end users to customize reports. The key features of the interactive reports are:
· Users can alter the layout of report data by selecting columns, applying filters, highlighting, and sorting.
· Users can also define breaks, aggregations, charts, group by, and add their own computations.
· Users can also set up a subscription so that an HTML version of the report will be mailed to them at a designated interval.
· Users can create multiple variations of a report and save them as named reports.
The Select columns to search icon displays to the left of the Search
Report. Click Select columns to search
icon
to display a listing of all columns in the current report.
To search specific columns, follow these steps:
1. Click Select columns to search icon and select a column.
2. Enter keywords in the search bar.
3. Deselect the filter check box to remove the searched column.
Or
Click Remove Filter icon to delete the filter.
This search report enables you to enter case-insensitive search criteria (wild card characters are implied).
Customize an interactive report by selecting options on the Actions menu.
Customize a report to include specific columns.
To use the select Columns option, follow these steps:
1. Click Actions menu and select Columns. The Select Columns page is displayed.
2. Select the columns you want to move. Click Move All, Move, Remove, and Remove all arrows to move a column from Do Not Display to Display in Report. To select multiple columns at once, press and hold the CTRL key.
3. Click Reset icon to reset the columns.
4. Click Top, Up, Down, and Bottom arrows on the right to change the order of the columns.
5. Click Apply. A revised report is displayed.
Create row and column filters on an interactive report.
You can create a filter on an interactive report using the Actions menu to create or modify a column or row filter.
You can create two types of filters on an interactive report to search or narrow down the report data:
1. Column: Creates a simple filter based on a column.
2. Row: Creates a complex filter that allows multiple filter conditions, including column alias names and any Oracle functions, operators, or expressions.
For example, a Row filter could contain an OR operator or AND operator.
Use the Actions menu to add, edit, or remove a column filter in an interactive report.
To add the column filter, follow these steps:
1. Click Actions menu and select Filter. The Filter page is displayed.
2. In the Column Filter region, select the column, Operator and Expression using the drop-down list.
3. Click Apply. A revised report is displayed.
To remove the column filter, follow these steps:
1. Deselect the filter check box to remove the applied column filter.
Or
Click Remove Filter icon to remove the filter.
Use the Actions menu to add, edit, or remove a row filter in an interactive report.
To add the row filter, follow these steps:
1. Click Actions menu and select Filter. The Filter page is displayed.
2. In the Filter option, select the Row type.
3. Enter the Name of the filter.
4. Select the Column Aliases and Function / Operators. Enter the expression based on the selected Column Aliases and Function / Operators.
For example, I >=2500 display projects costing more than $2,500.
5. Click Apply. A revised report is displayed.
To remove the row filter, follow these steps:
1. Deselect the filter check box to remove the applied row filter.
Or
Click Remove Filter icon to remove the filter.
You can customize the case data using the following options:
· Sort
· Compute
By selecting Sort on the Data submenu, you can specify the column display sort order (ascending or descending).
You can also specify how to handle NULL values. Using the default setting always displays NULL values last or always displays them first.
To sort by column, follow these steps:
1. From the Actions menu, select Data, and then select Sort. The Sort page is displayed.
2. Select a Column, Direction (Ascending or Descending), and Null Sorting (Default, Nulls Always Last, and Nulls Always First) from the drop-down list.
3. Click Apply. A revised report is displayed.
Aggregates are mathematical computations performed against a column. Aggregates display after each control break and are defined at the end of the report within the column.
To create an aggregation against a column, follow these steps:
1. From the Actions menu, select Data, and then select Aggregate. The Aggregate page is displayed.
2. Select New Aggregation from the drop-down list.
3. Select the Function and Column from the respective drop-down list.
4. Click Apply. A revised report is displayed. The computation appears at the bottom of the last page of the report.
To delete an aggregation against a column, follow these steps:
1. From the Actions menu, select Data, and then select Aggregate. The Aggregate page is displayed.
2. In the Aggregation drop-down list, select the previously defined aggregation.
3. Click Delete. The selected aggregation is removed.
This option enables you to add computed columns to your report. These can be mathematical computations (for example, NBR_HOURS/24) or standard Oracle functions applied to existing columns. Some display as examples and others (such as TO_DATE) can also be used).
To create the computation, follow these steps:
1. From the Actions menu, select Data, and then select Compute. The Compute page is displayed.
2. Select New Computation from the drop-down list.
3. Enter the name of the new column to be created in the Column Label field.
4. Select an Oracle format mask to be applied to the new column from the Format Mask drop-down list.
5. Select a column to add the Column Aliases in the computation expression.
6. Select a shortcut for commonly used keys in the Keypad.
7. Select the required Function / Operators.
The following example computation demonstrates how to display total compensation:
CASE WHEN A = 'SALES' THEN B + C ELSE B END
(where A is ORGANIZATION, B is SALARY and C is COMMISSION)
8. Click Apply. The revised report appears with the new column.
To delete the computation, follow these steps:
1. From the Actions menu, select Data, and then select Compute. The Compute page is displayed.
2. In the Computation drop-down list, select the previously created computation.
3. Click Delete. The selected computation is removed.
A flashback query enables you to view the data as it existed at a previous point in time.
To run a flashback query, follow these steps:
1. From the Actions menu, select Data, and then select Flashback. The Flashback page is displayed.
2. Enter the number of minutes in the Flashback Duration field.
NOTE:
The default amount of time you can flashback is 180 minutes, but the actual minutes will differ for each database.
3. Click Apply. The revised report appears with the executed query.
To delete a flashback query, follow these steps:
1. Click flashback query filter. The Flashback page is displayed.
2. Click Delete. The executed query is removed.
You can format the case data by using the following options:
You can create a break group for one or several columns. This pulls the columns out of the interactive report and displays them as a master record.
To create the break group, follow these steps:
1. From the Actions menu, select Format, and then select Control Break. The Control Break page is displayed.
2. Select the required option from the Column drop-down list.
3. Select the required option from the Status drop-down list. The available options are:
§ Enabled: This is for creating the control break for the selected column.
§ Disabled: This is for removing the control break for the selected column.
4. Click Apply. The revised report displays.
To remove the break group, follow these steps:
1. Deselect the Control Break check box to remove the group.
Or
Click the Close
icon to remove the group.
This option enables you to define a filter. The rows that meet the filter criteria are display as highlighted using the characteristics associated with the filter.
To add the highlight, follow these steps:
1. From the Actions menu, select Format, and then select Highlight. The Highlight page is displayed.
2. Enter the numeric value in the Sequence field to identify the sequence in which highlighting rules are evaluated.
3. Enter the Name of this filter.
4. Select the required option from the Highlight Type drop-down list. The options are Row and Cell.
5. Move the toggle button to the right to enable this option.
6. Select a new color for the background of the highlighted area in the Background Color field.
7. Select a new color for the text of the highlighted area in the Text Color field.
You can view the applied background and text color in the Preview field.
8. Select the Column, Operator, and Expression from the respective drop-down list.
9. Click Apply. The revised report displays.
To remove the highlight, follow these steps:
1. Deselect the Highlight check box to remove the highlight.
Or
Click Close
icon to remove the highlight.
You can set the number of records to display per page.
To create the row per page, follow these steps:
1. From the Actions menu, select Format, and then select Rows Per Page. The Rows Per Page are displayed.
2. Select the number to display the records per page.
You can define one chart per saved report. Once defined, you can switch between the chart and report views using view icons on the Search bar.
To create the chart, follow these steps:
1. Click Actions menu and select Chart. The Chart page is displayed.
2. Select / Enter the fields as described in the following table.
Table: Chart - Fields and Descriptions
Field |
Description |
Chart Type |
Select the type of chart that you want to create. The options are Bar, Line with Area, Pie, and Line. |
Label |
Select the column from the drop-down list. |
Axis Title for Label |
Enter the title to display on the axis associated with the column selected for Label. NOTE: This field is not applicable for the pie chart. |
Value |
Select the column from the drop-down list to be used as the Value. If your function is a COUNT, a Value need not to be selected. |
Axis Title for Value |
Enter the title to display on the axis associated with the column selected for Value. NOTE: This field is not applicable for the pie chart. |
Function |
Select a function from the drop-down list to be performed on the column selected for Value. NOTE: This field is optional only. |
Orientation |
Select the orientation from the drop-down list. The options are Horizontal and Vertical. NOTE: This field is not applicable for the pie chart. |
Sort |
Select the sorting method from the drop-down list. |
3. Click Apply. The chart is displayed.
NOTE:
The Search bar now contains View Report and View Chart icons. Click these icons to toggle between report and chart views.
To edit the chart, follow these steps:
1. Click Actions menu and select Chart. The Chart page is displayed.
2. Edit the required fields and click Apply.
To delete the chart, follow these steps:
1. Click Actions menu and select Chart. The Chart page is displayed.
2. Click Delete. The selected chart is deleted.
Group sets of results by one or more columns with Group By, then perform mathematical computations against the columns. Once defined, you can switch between the Group By and Report using view icons on the Search bar.
To create the group by, follow these steps:
1. Click Actions menu and select Group By. The Group By page is displayed.
2. Select / Enter the fields as described in the following table.
Table: Group By - Fields and Descriptions
Field |
Description |
Group By |
Select the column to be grouped from the drop-down list. |
Add Group By Column |
Click Add Group By Column to add another column to be grouped. |
Function |
Select the Function from the drop-down list. |
Column |
Select the column from the drop-down list. |
Label |
Enter the label of the column. |
Format Mask |
Select the Format Mask from the drop-down list. |
Sum |
Move the toggle button to the right to enable the Sum option. |
Add Function |
Click Add Function to add another function. |
3. Click Apply. The View Group By page is displayed.
NOTE:
The Search bar now contains View Report and View Group By icons. Click these icons to toggle between report and Group By views.
To edit the group by, follow these steps:
1. Click Actions menu and select Group By. The Group By page is displayed.
2. Edit the required fields and click Apply.
To delete the group by, follow these steps:
1. Click Actions menu and select Group By. The Group By page is displayed.
2. Click Delete. The existing group by filter is deleted.
Pivot reports transpose rows into columns to generate results in a cross-tab format.
Select pivot columns and rows and then provide the functions to be represented in the pivot report. Once created, pivot reports display a new icon on the search bar.
To create the pivot, follow these steps:
1. Click Actions menu and select Pivot. The Pivot page is displayed.
2. Select / Enter the fields as described in the following table.
Table: Pivot - Fields and Descriptions
Field |
Description |
Pivot Column |
Select the Pivot column from the drop-down list. |
Add Pivot Column |
Click Add Pivot Column to add another pivot column. |
Row Column |
Select the Row Column from the drop-down list. |
Add Row Column |
Click Add Row Column to add another Row column. |
Functions |
Select the Function from the drop-down list. |
Column |
Select the column from the drop-down list. |
Label |
Enter the label of the column. |
Format Mask |
Select the Format Mask from the drop-down list. |
Sum |
Move the toggle button to the right to enable the Sum option. |
Add Function |
Click Add Function to add another function. |
3. Click Apply. The Pivot page is displayed.
NOTE:
The Search bar now contains View Report and View Pivot icons. Click these icons to toggle between report and pivot views.
To edit the pivot, follow these steps:
1. Click Actions menu and select Pivot. The Pivot page is displayed.
2. Edit the required fields.
3. Select the default settings such as Select Pivot Column and Select Row Column to remove the previously defined column or row.
4. Click Apply.
To delete the pivot, follow these steps:
1. Click Actions menu and select Pivot. The Pivot page is displayed.
2. Click Delete. The existing pivot is deleted.
You can save the customized report using the Save Report option.
To save the report, follow these steps:
1. From the Actions menu, select Report, and then select Save Report. The Save Report page is displayed.
2. Enter the Name of the report.
3. Enter the Description of the report. This field is optional only.
4. Click Apply. The customized report page is displayed.
You can view different versions of an interactive report by selecting from the Reports drop-down list. The options are:
· Default (Primary Report): This is the initial report created by default and it cannot be renamed or deleted.
· Private Report: This is a Private report. Only the user who creates a private report can view, save, rename or delete it.
To rename the interactive report, follow these steps:
1. Click Saved Report filter. The Rename Report is displayed.
2. Edit the new name in the Name field.
3. Click Apply. The report name has been updated.
To delete the interactive report, follow these steps:
1. Click Remove Report icon to delete the report. The Delete Report page is displayed.
2. Click Apply. The report is deleted.
You can reset the report to default settings using the Reset option.
To reset the report, follow these steps:
1. From the Actions menu, select Report, and then select Reset. The Reset page is displayed.
2. Click Apply. The report is reverted to default settings.
You can download or send an Email the reports in various formats such as CSV, HTML, Excel, and PDF.
To download or send an email an interactive report, follow these steps:
1. Click Actions menu and select Download. The Download page is displayed.
2. Select the report format. The options are CSV, HTML, Excel, and PDF.
3. Click Download to download the report.
If Send as Email option is enabled, then follow these steps:
1. Select the report format. The options are CSV, HTML, Excel, and PDF.
2. Enter the recipient mail id in the fields (To, Cc, Bcc).
3. Enter the subject and Body of the Email.
4. Click Send to send report.
For PDF format,
1. Select the option from the Page size drop-down list.
2. Select the option from the Page Orientation drop-down list.
3. Enable the Include Accessibility Tags toggle switch to enable the document to be read aloud by a screen reader and other text-to-speech tools (this increases the PDF file size).
4. Click Download to download the PDF report.
You can subscribe with your email id to receive an email when the reports are updated.
To receive an email for the updated reports, follow these steps:
1. Click Actions menu and select Subscription. The Subscription page is displayed.
2. Select the report format. The options are CSV, HTML, Excel, and PDF.
3. Enter the Email Address to receive the report.
NOTE:
For the multiple email addresses, separate them with a comma.
4. Enter the Subject of the Email.
5. Select the option from the Frequency drop-down list. The options are Daily, Weekly, and Monthly.
6. Enable Skip if No Data Found toggle switch to skip the report when the data is unavailable.
7. Select the start date and time on the Calendar icon.
8. Select an end date and time on the Calendar icon.
9. Click Apply. You will get a report through an email when the report is updated.