1. Administering Analytics and Reports for HCM
  2. How You Take Advantage of Sample Reports

How You Take Advantage of Sample Reports

Here's how to create an analysis using a sample report from Customer Connect.

After you find and download a sample report from Customer Connect you can use it in Business Intelligence. You can download a catalog file that may contain multiple reports or the XML source for a report.

Find Sample Reports

First, go to the Customer Connect website and login. You must register if you don't already have an account.

  1. Go to https://cloudcustomerconnect.oracle.com and enter your user name and password.

  2. On the Customer Connect Home page, click Categories > Reporting and Analytics > HCM Report Sharing Center.

  3. In the Shared Reports list, scroll down and select a report. You can see details about each report as well as a view to confirm which report to use.

    For example, you can select Headcount by Age Band or use the search option to search and view this report.

  4. Click the Headcount by Age Band.catalog link in the Search Results.

  5. Click the link Headcount by Age Band.catalog below the image of the report to download it.

To use a Catalog Report

Once you have located and saved a catalog file, you can upload it to Business Intelligence. Have Business Intelligence open in another tab.

  1. In the Folders section, click My Folders.

  2. In the Tasks section, click Unarchive.

  3. Click Browse, and navigate to the catalog file.

  4. Click Open.

    Place your analysis in My Folders or in the Custom folder under Shared Folders. If you place the analysis anywhere else it will be lost in the next upgrade.

  5. In the list of reports, find the name of the report you want to use and click Open.

Use an XML Report

In Customer Connect, you can use keywords to search for a report. Once you have downloaded the report, you place the content in Business Intelligence. Have Business Intelligence open in another tab.

  1. In Customer Connect, click the HCM Report Sharing Center tab.

  2. In the Keywords field, enter workforce trend or other search term.

  3. Press Enter.

  4. Click a report name link to view details and then download it from that page, or click the XML file name to download it from the list of Posts.

  5. Click OK.

  6. Open the file you downloaded in Notepad, select all of the content, and copy it to the clipboard.

    You can use Ctrl+A and Ctrl+C.

  7. Switch tabs to Business Intelligence. In the Catalog toolbar, click New and choose Analysis.

  8. Select a subject area. For example, Workforce Performance Rating Distribution.

    You can choose any subject area ending in Real Time.

  9. Click the Advanced tab and press Ctrl+A to select all existing code. Press Delete.

    Make sure you delete all of the existing code before pasting the new code.

  10. Press Ctrl+V to paste the content from Customer Connect.

  11. Click Apply XML.

  12. To run the report, click the Results tab.

    You can edit the report, such as adding custom or flex fields if needed.

  13. Click Save. Navigate to where you want to save the analysis within My Folders or in the Custom folder under Shared Folders.

    You must save the analysis in one of these locations to assure that the report is not lost during an upgrade.

  14. Enter a name and optionally a description.

  15. Click OK.