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5. ### 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. NOTE: For information about where reports and dashboards can be embedded in Oracle CRM On Demand, see About Embedding Reports and Dashboards in Oracle CRM On Demand. Before you begin: The report that you want to enable in My Homepage must be stored under Shared Folders, in a folder to which you have access. 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 In the upper-right corner of any page, click the Admin global link. In the Application Customization section, click the Application Customization link. In the Application Setup section, click the My Homepage Custom Reports link. In the My Homepage Custom Reports list, click New Homepage Report. 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 Translation 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.
Click the Lookup icon (magnifying glass) for the Report Path field, and then navigate to the report you require in Shared Folders. The Report Path field is automatically populated after you select the report. If you want any prompts that are configured for the analysis to be displayed so that users can filter the analysis, then select the Display Report Prompts check box. Specify whether the users who view the embedded analysis can refresh, print, or export the analysis: Refresh Link. If this check box is selected, then the Refresh link is available and users can refresh the data in the analysis. Print Link. If this check box is selected, then the Print link is available and users can print the analysis. Export Link. If this check box is selected, then the Export link is available and users can export the analysis. In the Description field, enter a description for the homepage custom report. Click Save.

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.