7Analytics and Reports Management

This chapter contains the following:

Managing Folders

How to Create Folders

You manage analyses and reports in the business intelligence catalog, where you create folders to organize them.

To create folders:

  1. In the catalog, navigate to the desired location of the new folder in the Folders pane.

  2. In the catalog toolbar, click New, and select Folder.

  3. In the New Folder dialog box, enter the folder name, and click OK.

Automatically Created Folders

If conflicts are detected during upgrade, folders named backup_nnn are automatically created in the catalog. After reviewing and resolving any conflicts, Oracle recommends that you manually delete the backup folders from the catalog. You can contact your help desk to request an automated removal if you have a large number of folders to delete.

Set Folder Permissions and Attributes

Business intelligence catalog folder properties control folder permissions and other attributes. You can access the properties of user objects or the Custom folder and any of its subfolders in the catalog to perform tasks such as viewing system information or changing attributes or ownership. All other users can only access and modify the properties of the objects that they create or own.

Set Folder Properties

Follow these steps:

  1. In the catalog, select the Shared Folders > Custom folder or its subfolder you want to assign properties to.

    Caution: Don't modify permissions on predefined catalog objects. Saving content in the Custom folder is the only way to ensure that the content is maintained upon upgrade.
  2. In the Tasks pane, click Properties.

  3. In the Properties dialog box, select any of the options in the Attributes section:

    • Hidden: Specifies that the object is hidden.

    • System: Specifies that the object is a system object.

    • Read Only: Specifies that the object is read-only.

    • Do Not Index: Excludes the object from the index used by the full-text catalog search. Excluded objects do not display in the results of any full-text catalog search; the object can still be found using the basic catalog search.

  4. Use the Ownership section to take ownership of a folder or object in the catalog. This area displays only if the proper privileges were assigned to the user, group, or role. Note that the owner of an object or folder can't automatically access the object or folder.

    • Set ownership of this item: Click to become the owner of the folder or object.

    • Set ownership of this item and all sub items: Click to become the owner of the folder and any sub folders or sub items contained within the item. For example, if you click this link for a dashboard folder, then you take ownership of all of the dashboard's components.

Set Folder Permissions

You can assign permissions on folders and other objects.

Access and Set Permissions

You can set permissions or change ownership for any catalog object or folder. Nonadministrative users can access and modify the permissions of the objects that they create or own.

To set folder permissions:

  1. In the catalog, select the folder or object.

  2. In the Tasks pane click Permissions.

  3. In the Permissions dialog box, the owner and any other users, roles, or groups with permissions are listed in the Permissions list. To add a user or role, click Add users/roles in the toolbar and search for users or roles to add them to the Selected Members list in the Add Application Roles, Catalog Groups and Users dialog box. To delete a user or role, select the account or role in the Permissions list and click Delete selected users/roles.

  4. In the Permissions list, to set ownership for a user, select Custom in the Permissions list for the account, then select Set Ownership in the Custom Permissions dialog box and click OK. You can also select the Owner option for the user or role.

  5. Use the Permissions list to set permissions for the object. Object permissions vary by object.

  6. Use the Apply permissions to sub-folders option to assign permissions to the folder's subfolders, and the Apply permissions to items within a folder to assign them to objects in the folder but not to subfolders.

Manage Predefined Catalog Permission

You may want to remove access to predefined catalog folders so that those associated with offerings you don't use aren't displayed. You can hide the entire predefined catalog or selectively display root catalog folders for offerings, which are controlled by the Custom BI Web cat Reporting Duty role and associated roles for each offering.

Using roles, you can manage folder access in a number of ways, depending on requirements and previous modifications you have made.

  • Remove duty roles for top-level folders from the Custom BI Web cat Reporting Duty role so that all users see a subset of the predefined catalog. Leave roles only for the offerings you want to retain access for.

  • Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role to hide the entire predefined catalog and display only /Shared/Custom folders. For example, you can remove BI catalog access for external users such as partners who have no access to reporting.

  • Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role. Also, add catalog reporting duty roles to a new or existing job role to allow job roles with BI access to have default access to the predefined catalog. For example, by default, Financial job roles have access to Financial reporting content but Human Capital Management job roles don't have access to the predefined HCM BI catalog. You can grant the Human Capital Management Folder Reporting Duty role to new job roles to allow access to predefined HCM reports.

Hide Predefined Catalog Folders

All authenticated users have the Custom BI Web cat Reporting Duty role, which inherits all of the folder reporting roles that determine access and visibility of root level catalog folders. Administrators with IT Security Manager privileges can hide predefined folders by removing their associated roles from the duty role.

  1. Open the Security Console.

  2. Search for Custom BI Web cat Reporting Duty.

  3. In the search results, click Actions > Edit Role.

  4. Click Next to navigate to the Role Hierarchy step.

  5. To hide all folders, remove all of the roles from the hierarchy. Leave any roles for offerings you want to retain access for.

  6. Synchronize security changes. Click Navigator > Scheduled Processes in the Navigator and submit the Import User and Role Application Security Data process.

  7. Go to Oracle BI and click Administration. In the Maintenance and Troubleshooting section, select Reload Files and Metadata to refresh the the BI cache.

BI Reporting Roles

This table shows the mapping between shared root catalog folders, folder reporting roles, and job roles.

Catalog Folder Duty Role Duty Role Name Associated Job Roles

/Shared/Common Content

BI_COMMON_CONTENT_REPORTING_DUTY

Common Content Folder Reporting Duty

/Shared/Customer Data Management

BI_CDM_REPORTING_DUTY

Customer Data Management Folder Reporting Duty

/Shared/Enterprise Contracts

BI_OKC_REPORTING_DUTY

Enterprise Contracts Folder Reporting Duty

ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB, ORA_OKC_CUSTOMER_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB, ORA_OKC_ENTERPRISE_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_OKC_SUPPLIER_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB, ORA_OKC_SUPPLIER_CONTRACT_TEAM_MEMBER_ABSTRACT

/Shared/Extension

BI_EXT_REPORTING_DUTY

Extension Folder Reporting Duty

/Shared/Financials

BI_FIN_REPORTING_DUTY

Financials Folder Reporting Duty

ORA_AP_ACCOUNTS_PAYABLE_INVOICE_SUPERVISOR_JOB ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB, ORA_AP_ACCOUNTS_PAYABLE_PAYMENT_SUPERVISOR_JOB, ORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB, ORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_MANAGER_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_MANAGER_SOD_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_SOD_JOB, ORA_AR_BILLING_MANAGER_JOB, ORA_AR_BILLING_SPECIALIST_JOB, ORA_CE_CASH_MANAGER_JOB, ORA_EXM_EXPENSE_MANAGER_JOB, ORA_FA_ASSET_ACCOUNTANT_JOB, ORA_FA_ASSET_ACCOUNTING_MANAGER_JOB, ORA_FUN_INTERCOMPANY_ACCOUNTANT_JOB, ORA_GL_FINANCIAL_ANALYST_JOB, ORA_VRM_REVENUE_ANALYST_JOB, ORA_VRM_REVENUE_MANAGER_JOB, ORA_XCC_BUDGET_MANAGER_JOB

/Shared/Higher Education

BI_HED_REPORTING_DUTY

Higher Education Folder Reporting Duty

ORA_HEQ_ADMISSIONS_COORDINATOR_JOB, ORA_HEQ_ADMISSIONS_MANAGER_JOB, ORA_HER_ACADEMIC_COORDINATOR_JOB, ORA_HER_REGISTRAR_JOB, ORA_HES_BURSAR_JOB, ORA_HEY_STUDENT_SERVICES_MANAGER_JOB, ORA_HEY_STUDENT_SUPPORT_ADVISOR_JOB

/Shared/Human Capital Management

BI_HCM_REPORTING_DUTY

Human Capital Management Folder Reporting Duty

By default, predefined HCM job roles have no access to the the predefined content.

/Shared/Incentive Compensation

BI_IC_REPORTING_DUTY

Incentive Compensation Folder Reporting Duty

ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB, ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB, ORA_CN_INCENTIVE_COMPENSATION_PARTICIPANT_ABSTRACT, ORA_CN_INCENTIVE_COMPENSATION_PARTICIPANT_MANAGER_ABSTRACT, ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB

/Shared/Loyalty

BI_LOY_REPORTING_DUTY

Loyalty Folder Reporting Duty

ORA_LOY_LOYALTY_MARKETING_MANAGER_JOB, ORA_LOY_LOYALTY_PROGRAM_ADMINISTRATOR_JOB

/Shared/Manufacturing

BI_MFG_REPORTING_DUTY

Manufacturing Folder Reporting Duty

ORA_CSE_ASSET_ADMINISTRATOR_JOB

/Shared/Marketing

BI_MKT_REPORTING_DUTY

Marketing Folder Reporting Duty

ORA_MKL_SALES_LEAD_QUALIFIER_JOB, ORA_MKT_CORPORATE_MARKETING_MANAGER_JOB, ORA_MKT_MARKETING_ANALYST_JOB, ORA_MKT_MARKETING_MANAGER_JOB, ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB, ORA_MKT_MARKETING_VP_JOB

/Shared/Partner

BI_ZPM_REPORTING_DUTY

Partner Folder Reporting Duty

ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB, ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB, ORA_ZPM_CHANNEL_SALES_MANAGER_JOB

/Shared/Procurement

BI_PRC_REPORTING_DUTY

Procurement Folder Reporting Duty

ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB, ORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB, ORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB, ORA_PO_BUYER_JOB, ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB, ORA_PO_PROCUREMENT_INTEGRATION_SPECIALIST_JOB, ORA_PO_PURCHASE_ANALYSIS_ABSTRACT, ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY, ORA_POR_PROCUREMENT_REQUESTER_ABSTRACT, ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT, ORA_POZ_SUPPLIER_MANAGER_ABSTRACT

/Shared/Projects

BI_PRJ_REPORTING_DUTY

Projects Folder Reporting Duty

ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB, ORA_OKC_CUSTOMER_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB, ORA_OKC_ENTERPRISE_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_PJF_GRANTS_ACCOUNTANT_JOB, ORA_PJF_GRANTS_ADMINISTRATOR_JOB, ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB, ORA_PJF_PROJECT_ACCOUNTANT_JOB, ORA_PJF_PROJECT_ADMINISTRATOR_JOB, ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB, ORA_PJF_PROJECT_EXECUTION_ABSTRACT, ORA_PJF_PROJECT_EXECUTIVE_JOB, ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB, ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT, ORA_PJF_PROJECT_MANAGER_JOB, ORA_PJF_PROJECT_TEAM_MEMBER_ABSTRACT, ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB, ORA_PJF_RESOURCE_MANAGER_JOB, ORA_PJF_TEAM_COLLABORATOR_ABSTRACT

/Shared/Public Sector

BI_PSC_REPORTING_DUTY

Public Sector Folder Reporting Duty

ORA_PSC_AGENCY_STAFF_ABSTRACT, ORA_PSC_BUILDING_INSPECTOR_JOB, ORA_PSC_BUSINESS_ANALYST_JOB, ORA_PSC_CHIEF_BUILDING_OFFICER_JOB, ORA_PSC_ECONOMIC_DEV_OFFICER_JOB, ORA_PSC_FINANCE_ADMIN_JOB, ORA_PSC_INSPECTIONS_SUPERVISOR_JOB, ORA_PSC_PERMIT_TECHNICIAN_JOB, ORA_PSC_PERMITS_APPLICATION_ADMINISTRATOR_JOB, ORA_PSC_PERMITS_SUPERVISOR_JOB, ORA_PSC_PLAN_COORDINATOR_JOB, ORA_PSC_PLAN_REVIEWER_JOB, ORA_PSC_PRINCIPAL_PLANNER_JOB, ORA_PSC_SYSTEM_ADMINISTRATOR_JOB

/Shared/Risk Management

BI_GRC_REPORTING_DUTY

Risk Management Folder Reporting Duty

ORA_GTG_APPLICATION_ACCESS_AUDITOR_JOB, ORA_GTG_APPLICATION_CONTROL_MANAGER_JOB, ORA_GTG_COMPLIANCE_MANAGER_JOB, ORA_GTG_ENTERPRISE_RISK_AND_CONTROL_MANAGER_JOB, ORA_GTG_RISK_MANAGEMENT_AUDITOR_JOB, ORA_GTR_USER_ACCESS_CERTIFICATION_MANAGER_JOB

/Shared/Sales

BI_ZBS_REPORTING_DUTY

Sales Folder Reporting Duty

ORA_ZBS_SALES_ADMINISTRATOR_JOB, ORA_ZBS_SALES_MANAGER_JOB, ORA_ZBS_SALES_REPRESENTATIVE_JOB, ORA_ZBS_SALES_RESTRICTED_USER_JOB, ORA_ZBS_SALES_VP_JOB, ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB, ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB, ORA_ZPM_CHANNEL_SALES_MANAGER_JOB, ORA_ZSP_SALES_ANALYST_JOB

/Shared/Service

BI_SVC_REPORTING_DUTY

Service Folder Reporting Duty

ORA_CSO_KNOWLEDGE_ANALYST_JOB, ORA_CSO_KNOWLEDGE_MANAGER_JOB, ORA_SVC_CUSTOMER_SERVICE_MANAGER_JOB, ORA_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB, ORA_SVC_HUMAN_RESOURCE_HELP_DESK_ADMINISTRATOR_JOB, ORA_SVC_HUMAN_RESOURCE_HELP_DESK_AGENT_JOB, ORA_SVC_HUMAN_RESOURCE_HELP_DESK_MANAGER_JOB, ORA_SVC_INTERNAL_HELP_DESK_ADMINISTRATOR_JOB, ORA_SVC_INTERNAL_HELP_DESK_AGENT_JOB, ORA_SVC_INTERNAL_HELP_DESK_MANAGER_JOB, ORA_ZBS_SALES_ADMINISTRATOR_JOB, ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB

/Shared/Subscription Management

BI_OSS_REPORTING_DUTY

Subscription Management Folder Reporting Duty

ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB

/Shared/Supply Chain Management

BI_SCM_REPORTING_DUTY

Supply Chain Management Folder Reporting Duty

ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB, ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB, ORA_ACE_PRODUCT_MANAGEMENT_VP_JOB, ORA_ACE_PRODUCT_PORTFOLIO_MANAGER_JOB, ORA_CMF_FISCAL_DOCUMENT_SPECIALIST_JOB, ORA_CMF_RECEIVING_SPECIALIST_JOB, ORA_CMR_RECEIPT_ACCOUNTING_DISCRETIONARY, ORA_CSE_ASSET_ADMINISTRATOR_JOB, ORA_CST_COST_ACCOUNTANT_JOB, ORA_DOO_ORDER_ADMINISTRATOR_JOB, ORA_DOO_ORDER_MANAGER_JOB, ORA_EGI_PRODUCT_DATA_STEWARD_JOB, ORA_EGP_PRODUCT_MANAGER_JOB, ORA_ENQ_QUALITY_ANALYST_JOB, ORA_ENQ_QUALITY_ENGINEER_JOB, ORA_FOS_SUPPLY_CHAIN_CONTROLLER_JOB, ORA_INV_INVENTORY_MANAGER_JOB, ORA_INV_WAREHOUSE_MANAGER_JOB, ORA_MNT_MAINTENANCE_MANAGER_JOB, ORA_MNT_MAINTENANCE_TECHNICIAN_JOB, ORA_MSC_BACKLOG_MANAGER_JOB, ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB, ORA_MSC_DEMAND_PLANNER_JOB, ORA_MSC_MATERIALS_PLANNER_JOB, ORA_MSC_REPLENISHMENT_PLANNER_JOB, ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB, ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB, ORA_RCL_FIELD_SERVICE_ADMINISTRATOR_JOB, ORA_VCS_SUPPLY_CHAIN_COLLABORATION_PLANNER_JOB, ORA_WSH_SHIPPING_MANAGER_JOB

/Shared/Functional Setup

BI_FSM_REPORTING_DUTY

Functional Setups Folder Reporting Duty *Not inherited by Custom BI Web cat Reporting Duty

ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB

/Shared/Security

FBI_SECURITY_TRANSACTION_ANALYSIS_DUTY

Security Transaction Analysis Duty *Not inherited by Custom BI Web cat Reporting Duty

ORA_FND_IT_SECURITY_MANAGER_JOB

Predefined Catalog Lockdown

If you try to modify the predefined catalog content including folder permissions, you get an alert indicating that you're not allowed to modify content and asking that you save your own content in the /Shared/Custom folder.

Here are a few things to know about catalog folders:

  • You must save all modified content in the /Shared/Custom folder or in new folders under the /Shared folder.

  • Existing modified content in the /Shared/Custom folder or custom folders under the /Shared folder and their subfolders is preserved. If you have modified the content in the predefined catalog folders, all changes are lost during any upgrade. To preserve content, archive your catalog content and unarchive it in the Shared/Custom folder after upgrade.

  • All existing content in top-level folders under the /Shared folder is preserved.

  • You can't change folder or object permissions on the predefined catalog folders or content. For example, you can't change folder permissions to hide folders or objects.

Using Briefing Books

Create Briefing Books

Use briefing books to hold a collection of analytic snapshots. These snapshots give you a picture of what's going on at the time the analytic is added, or downloaded or reran. You can download briefing books as PDFs or MHTML to view, print, or share. The PDF file includes a table of contents. Briefing books are stored in the business intelligence (BI) catalog.

Add Content to New Briefing Books

  1. Open the Reports and Analytics work area.

  2. Click Browse Catalog.

  3. Select your analytic, then click More and select Add to Briefing Book.

    Or, find your dashboard and click Open.

    1. Go to the dashboard page you want to add.

    2. Click the Page Options button and select Add to Briefing Book.

  4. Indicate if you want the analytic results refreshed whenever the briefing book is downloaded or rerun.

  5. Click Browse.

  6. Name your briefing book and save it in My Folders.

Add Content to Existing Briefing Books

  1. Open the Reports and Analytics work area.

  2. Click Browse Catalog.

  3. Select your analysis, then click More and select Add to Briefing Book.

    Or, find your dashboard and click Open.

    1. Go to the dashboard page you want to add.

    2. Click the Page Options button and select Add to Briefing Book.

  4. Indicate if you want the analytic refreshed whenever the briefing book is downloaded or rerun.

Download and Edit Briefing Books

  1. Open the Reports and Analytics work area.

  2. Click Browse Catalog to locate your briefing book.

Scheduling Analytics and Reports

How You Set Up Reports to Run as Scheduled Processes

You can create a job definition for predefined or modified reports so that users can run them as scheduled processes. Use the Define Custom Enterprise Scheduler Jobs task in the Setup and Maintenance work area to create job definitions. Otherwise, users can open reports (which are set up to be run online) through the Reports and Analytics work area or panel tab, or open and schedule them from the business intelligence catalog.

General Job Definition Information

This table describes the general information to enter for your job definition.

Field What You Enter

Job Type

BIPJobType

Report ID

The path to the report in the catalog, starting with the folder beneath Shared Folders, for example: Custom/<Family Name>/<Product Name>/<Report File Name>.xdo.

Make sure to include the .xdo extension for the report definition.

Default Output

A default output format.

Parameters

You can define parameters to be available to users when they submit scheduled processes based on your job definition. When users run the scheduled process, the values they enter for the parameters:

  • Are passed to the data model that the report is using.

  • Determine the data to be included in the report.

The parameters that you define must be in the same order as parameters in the data model. For example, the data model has parameters in this order:

  • P_START_DATE

  • P_END_DATE

  • P_CURRENCY

You create parameters as follows:

  • Start Date

  • End Date

  • Currency

Note: Because you define parameters using the list of values sources from the Define Custom Enterprise Scheduler Jobs task, you should not define lists of values in the data model.

User Property

The only user property you must define is EXT_PortletContainerWebModule. Only lists of values associated with the application that you select are made available for parameters in this job definition.

Set Up Reports for Scheduling

You can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes and other work areas. If you want users to also submit these scheduled processes from the Reports and Analytics work area and panel tab, then you must configure properties for the corresponding reports.

Enabling a Report for Scheduling

To enable scheduling in the Reports and Analytics work area and panel tab:

  1. In the Reports and Analytics work area or panel tab, edit the report in the business intelligence catalog.

  2. Click Properties.

  3. On the General tab in the Properties dialog box, enter the following fields:

Field Value

Enterprise Scheduler Job Package Name

The path for the job definition, for example: /oracle/apps/ess/<product family>/<product>/<business area>/Jobs

Enterprise Scheduler Job Definition Name

The job definition name (not display name), for example: ABCDEFG

Schedule Analytics and Briefing Books

Analytics and briefing books can be scheduled to run when you need them. You can also schedule other automated tasks, for example to deliver results to specific recipients, send notifications, or to generate a list of changes implemented today using the CURRENT_DATE repository variable. You create what's called an agent to set this all up for an analysis, dashboard, or briefing book. The agent itself is saved as an object in the business intelligence (BI) catalog. Agents can

Create an Agent

  1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areas.

  2. Click the Browse Catalog button.

  3. Click New and select Agent in the Actionable Intelligence section.

  4. Ensure that you enter information on the Delivery Content tab to specify the analysis, dashboard, or briefing book to run.

  5. Save the agent in My Folders.

Note: To edit an agent, browse the BI catalog to find the agent.

Schedule Reports

Reports can run based on a schedule that you define. You can set up other automated tasks, for example to deliver results to specific recipients or send notifications. You submit a report with the schedule and criteria for other automated tasks defined.

If a report is set up as a scheduled process, you submit the process as you would any scheduled process. You can schedule them from:

  • Any work area where there is a link to the report.

  • The Scheduled Processes work area, where you can submit all processes that you have access to.

  • The Reports and Analytics work area or panel tab, if the report is set up for submission from there.

Submitting a Report or Scheduled Process

Follow these steps:

  1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areas where you can find the report.

  2. Click the name of your report.

  3. Click Schedule if the option is there. The report is set up as a scheduled process.

    1. Enter any parameters to avoid unnecessarily large results.

    2. Click Advanced to enter a schedule, deliver results to a specific destination (including e-mail or printer), or define criteria for sending notifications.

  4. If you don't see Schedule, then click View.

    1. Click the Actions button for the report and select Schedule.

    2. Enter information similar to step 3.

Adding Analyses to Application Pages

How to Add an Analysis to the Human Resources Dashboard

Here's how to add an analysis to the Human Resources dashboard. You can add analyses to some of the pages that you can edit.

Caution: Make sure that the analysis isn't querying against a large volume of records. If that's the case, then the page can take a long time to open after you add the analysis.

These are the key decisions for this scenario.

Decisions to Consider In This Example

Which analysis do you want to add?

Position Occupancy.

Note:

Do you have to change the layout of the page?

No.

Note:

Do you want all or only one view of the analysis?

All views.

Are these changes for you only, or for all users of the Human Resources dashboard?

You only.

Add an Analysis to the Human Resources Dashboard

  1. Open the Human Resources dashboard.

  2. Click your name in the global header and select Edit Pages.

  3. With the Add Content tab open in the page editor, lick the Add Content button where you want the analysis to go.

    The Reports and Analytics folder in the Add Content dialog box contains what's in the BI catalog.

  4. Click Add Content for the wider column.

    The Reports and Analytics folder in the Add Content dialog box contains what's in the BI catalog.

  5. Click through the folders in the catalog until you see the name of the analysis, and click Add to include all views of the analysis.

    If you instead click Open or Position Occupancy, you can select a specific view to add.

  6. Click Close after you see the analysis added to the dashboard.

  7. Click Close to save your changes and close the editor.