Shared and Personal Reports

Before modifying a report, you first must decide whether the modifications are personal preferences or whether they are applicable to the entire organization. If other people in the company are copying a shared report and making similar changes, changing the shared report might be beneficial. The decision to modify a shared report could be based on whether the modifications will improve its value to the organization.

Note: Oracle recommends that anytime you want to modify a report delivered by JD Edwards, you should copy the report to a new name and then modify the copy. By following this procedure, any modifications you make will not be overwritten if JD Edwards delivers an update to the report.

The options for modifying reports are:

• Copy a shared report to a personal report and modify the personal report. After the report is modified, you can keep it as a personal report for your own use or request to publish it as a shared report.

  Note: A request to publish request must be approved by a system administrator before a personal report becomes a shared report.

• Copy a personal report to another personal report, and modify the copied report. After modifying the copied report, you can keep it as a personal report for your own use or request to publish it as a shared report.

• Reserve a shared report. When you reserve a shared report, the system creates a copy of the report in the Reserved section of the One View menu. You can then modify the reserved version of the report and request to publish it. When the publish request is approved, the system replaces the shared report with the modified version and removes the reserved report version.

When you select a report from Manage Reports in the One View menu, a side panel appears. The side panel has a Layout tab and a Report Definition tab. The icons that appear on the Layout and Report Definition tabs depend on the security level of the user and whether the report is shared or personal.