Generating Custom Reports for Task Manager

You can create reports for Task Manager . The reports can be generated in PDF, CSV, HTML, or XLSX format.

Note:

Task Manager provides sample reports to assist you in getting started. You can use them as templates and can duplicate them as needed, then make modifications or extend access to users. To duplicate a report, select the report, then select Duplicate from the ellipsis button . You can then edit the newly created report.

You can also create custom reports. Building custom reports involves four steps and can only be performed by a Service Administrator:

• Create a Task Manager query from the New button of the Queries tab. See Creating a Task Manager Query .

• Create a template. See Creating a Template.

• Set up a report group.

• Set up the report.

To build custom reports, you create a query whose definition can then be exported as an XML file. Import the XML file into Word and use it to create a template document, which must be in RTF format. Then you can set up a report group to group individual reports. Finally, generate the report, which uses both the query and the template you created and can be set with a default output of CSV, PDF, HTML, or XLSX.

After you have built a custom report, the Service Administrator or other users who have been granted access can generate the report. See Generating the Report.

Note:

If you are managing your migration from Oracle Classic environment to Oracle Cloud Infrastructure (OCI) and have any custom reports, you may have to update the custom report's query definitions in the Target Service. This is because the internal IDs for objects (for example, Tasks, Journals, Attributes, etc.) may change during the migration. However, in case of Oracle managed migration, there will not be any change in the internal object IDs, so changes to custom report definitions is not required.