Understanding Application Reports
You must create application reports using the Director. The Director uses Report Director templates that define default criteria for creating report templates over specific JD Edwards EnterpriseOne systems. When you select one of the templates from the Director, the system reads the template specifications and presents the default criteria through the Director forms. You can modify these templates or create custom templates using the Oracle's JD Edwards EnterpriseOne Director Templates application (P91400). Application reports can include any report section type, as defined by the Director template.
Director templates enable you to use smart fields, which are data dictionary items (glossary group K) with attached business functions. Smart fields are designed to retrieve and manipulate specific JD Edwards EnterpriseOne table data. For example, by adding the smart field FINRPTAB - Account Balance to a report, you create a column that calculates the account balance as of a specified financial period and fiscal year.
Because the Director recognizes only the smart fields that are attached to the Report Director template, you must add business view columns to the detail section after the initial design of the report is complete. Business view fields are not available for application reports from the Director. However, the system automatically includes the Description column in the Columns in Report Section. When you are finished with the initial design of the application report, use the Business View Columns Browser in RDA to add business view columns to the report layout.
Although you cannot use smart fields in report sections without attaching them to a Director template, you can use Director templates without using smart fields.
The recommended data sequencing fields for application reports are defined in the Director template. The first two fields that are defined in the Director template become the level break fields. These fields are presented on the Data Sequencing Help form of the Director. You can modify the predefined data sequencing or override it completely while in the Director. If you select to override the data sequencing, the Director presents you with a Section Data Sequencing form. On this form, you can select from columns that are included in the attached business view.
Application reports enable you to define additional properties. Additional properties control how the report processes information and displays that information. The additional properties are defined in the JD Edwards EnterpriseOne Director Templates application. If the Display Financial Criteria option is not selected in the Director template, the Additional Properties form is not presented by the Director in RDA.
These additional properties are available for selection in the Report Director template:
AAI Subtotaling.
Generates interim subtotals in the report based on the Automatic Accounting Instructions.
Reverse Sign For.
Reverses the signs for monetary values from how they appear in the database. For example, if you do not want to display revenues as negative values (–) and expenses as a positive values (+), as they appear in the database tables, you can select to display them both as positive values in the report section.
Account Level of Detail Rollup.
Indicates the level of account detail to include in the report.
Drill Down.
Creates a link between the data in the report and the detail in the associated application.
Zero Row Suppression
Includes the header accounts even if the detail accounts have a zero balance.
Because each application report template is unique, you do not necessarily see all of the forms as described in the tasks of this section. Some forms might not be relevant for the Report Director template that you select.