13Setting Up Analytics

Setting Up Reports

The report parameters that you define filter the data that is generated for the reports. You can use delivered or provide customized reports.

For reports initiated from within Oracle Public Sector Compliance and Regulation, you add and modify report IDs and configuration details, which includes adding, modifying, and deleting report parameters, on the Report Configuration Details page.

For a list of delivered reports, their descriptions, and where you can find them, see Public Sector Community Development Analytics.

You can also create your own reports in Oracle BI Publisher and allow users to access them through the available report generation buttons such as the Print button on some application pages, for example on the Print Deposit Slip page or on the Inspection Detail page in the permit record details.

For more information on modifying and creating analytics and reports, see Creating and Administering Analytics and Reports.

Adding Report Configuration Details

You can add a report in addition to the delivered reports.

1. Select Common Setup > Report Configuration.

2. Click the Add button.

3. Enter values for the following fields:

   Page Elements	Definition
   Report ID and Description	Enter an identifier and description for the report.
   Path	Enter a path to the desired report. For example, the path for the Inspection Summary report in the Oracle Business Intelligence (BI) Catalog is /shared/Public Sector/Inspections/InspectionSummary.xdo.

4. Click Save.

Updating Report Configuration Details

1. Select Common Setup > Report Configuration.

2. Click a report row on the Report Configuration page.

3. On the Report Configuration Details page, you can:

   • Update the description.

   • Enter the BI Catalog path for the report. For example, the path for the Inspection Summary report is /shared/Public Sector/Inspections/InspectionSummary.xdo.

     If you create your own report, you can point the existing report generation buttons on the application pages to your custom report using this path.

4. Click Save.

Adding Report Parameters

1. Select Common Setup > Report Configuration.

2. Click the report row on the Report Configuration page for which you want to add a parameter.

3. On the Report Configuration Details page, click Add in the Parameters grid.

4. Enter values for the following fields:

   Page Elements	Definition
   Parameter ID and Parameter Name	Enter a unique ID and name for the report parameter.
   Parameter Data Type	Enter the data type for the report parameter.

5. Click Save.

Modifying Report Parameters

1. Select Common Setup > Report Configuration.

2. Click the report row on the Report Configuration page for which you want to modify a parameter.

3. Click the row in the Parameters grid that you want to modify.

4. On the Parameter Details page, you can:

   • Update the report parameter field values.

   • Delete the report parameter. You will be prompted to confirm the permanent deletion.

5. Click Save.

Deleting Report Parameters

1. Select Common Setup > Report Configuration.

2. Click a row on the Report Configuration page.

3. Click Edit in the Parameters grid.

4. Select the check boxes next to all of the report parameters that you want to delete.

5. Click Delete. You will be prompted to confirm the permanent deletion.

Setting Up Dashboards

You add, modify, and delete dashboard configurations on the Dashboard Configurations page.

Dashboards are a collection of analyses grouped together to return data. A dashboard contains analyses and prompts which filter information and other objects to present on one or more pages. You can configure dashboards to display an analysis in Public Sector Compliance and Regulation by clicking the Reports and Analytics button in the global header on the Agency Springboard, and selecting the dashboard link.

For a list of delivered dashboards and their descriptions, see Public Sector Compliance and Regulation Analytics.

Adding a Dashboard Configuration

1. Select Common Setup > Dashboard Configuration.

2. On the Dashboard Configuration page, click Add.

3. On the Dashboard Configuration Details page, enter values for the following fields:

   Page Element	Description
   Dashboard ID	Enter a unique name for the dashboard.
   Description	Enter a description of the dashboard
   Path	Enter the Oracle Business Intelligence (BI) Catalog portal path for the dashboard. For example, the portal path for the Permits dashboard is %2Fshared%2FPublic%20Sector%2F_portal%2FPublic%20Sector&page=Permits.
   Enabled	Turn on this switch to activate this dashboard.
   Default	Turn on this switch to make this the default dashboard. Note: Only one dashboard can be designated as the default.

4. Click Save.

You can access configured dashboards by clicking the Reports and Analytics button and selecting the dashboard link in the header on the Agency Springboard.

Modifying a Dashboard Configuration

1. Select Common Setup > Dashboard Configuration.

2. Click a row on the Dashboard Configuration page.

3. On the Dashboard Configuration Details page you can:

   • Update the dashboard configuration field values.

     Note: You cannot edit the Dashboard ID.

   • Delete the dashboard configuration. You will be prompted to confirm the permanent deletion.

4. Click Save.

Deleting Dashboard Configurations

1. Select Common Setup > Dashboard Configuration.

2. Click Edit.

3. Select the check boxes next to all the dashboard configurations that you want to delete.

4. Click Delete. You will be prompted to confirm the permanent deletion.

Creating and Editing Dashboards

If you are an advanced user and administrator who wants to modify and create analytics and reports and perform generic setup and maintenance tasks for business intelligence that apply to some or all product families, see Dashboards in Creating and Administering Analytics and Reports.

Listing of Prebuilt Analytics

This reference points to the list of prebuilt analytics for Oracle Public Sector Compliance and Regulation.

Your Compliance and Regulation applications come with a variety of prebuilt analytics for your users. Use the prebuilt analytics right out of the box, or make a copy and modify them however you like. See the Related Topics for a link to the analytics listing in downloadable format.

Public Sector Compliance and Regulation Analytics

Analyze your agency and key performance indicators with analyses, reports, and interactive dashboards, which you can access through transactional pages or the business intelligence (BI) catalog.

You can find lists here with the BI reports and dashboards for Public Sector Compliance and Regulation.

For a complete list of delivered analytics, see the Listing of Prebuilt Analytics.

There are different ways to view and work with your analytics and reports. You can view analyses, dashboards, and reports in the course of your work, on your usual pages. Or you can find them in the BI catalog.

To access reports and dashboards in the BI catalog, click the Reports and Analytics button in the global banner on the Agency Springboard and select the BI Catalog link.

Report Name	Description	Location
Building Permit	Displays permit-related information.	Overview page of the permit record details See Viewing the Permit Summary. BI Catalog (Shared Folders > Public Sector > Permits)
Business License Certificate	Displays the generated business license certificate.	Overview page of the issued business license See . BI Catalog (Shared Folders > Public Sector > Business License)
Cashier Session Reconciliation	Provides details about cashier session reconciliation activity.	Reconcile Cashier Session page See Reconciling Cashier Sessions. BI Catalog (Shared Folders > Public Sector > Billing and Payments)
Citation Notice	Displays information about the code violation along with following details: Corrective actions Compliance date Citation fees Citation fees payment due date. This report is sent to the party responsible for the reported violation.	Notice of Citation page See Using the Code Technician Worklist. Citations page See Working with Citations. BI Catalog (Shared Folders > Public Sector > Code Enforcement > Notices)
Deposit Slip	Lists deposit information.	Print Deposit Slip page See Printing Deposit Slips. BI Catalog (Shared Folders > Public Sector > Billing and Payments)
Inspection Activity	Displays all inspection activity for an agency over a specified date range.	BI Catalog (Shared Folders > Public Sector > Inspections)
Inspection Job Card	Displays a record of inspections made by the inspector, who will make notes on it and sign it during each visit to your job site.	BI Catalog (Shared Folders > Public Sector > Permits)
Inspection Summary	Displays inspection-related information.	Inspection Detail page of the permit record details See Reviewing Inspection Details. BI Catalog (Shared Folders > Public Sector > Inspections)
Payment Invoice	Displays invoice information.	Invoice History page See Viewing Invoice History. BI Catalog (Shared Folders > Public Sector > Billing and Payments)
Payment Receipt	Lists payment receipt information.	Payment Successful page See Payment Flow Overview. Fees and Payments page of the permit record details See Working with Fees and Payments. BI Catalog (Shared Folders > Public Sector > Billing and Payments)
Permit Activity	Displays permit summary information for an agency over a specified date range.	BI Catalog (Shared Folders > Public Sector > Permits)
Planning Application	Displays planning activity over a specified date range. You select which applications are included the report. You can generate the report for one or more specific applications, or for all applications handled by your agency.	BI Catalog (Shared Folders > Public Sector > Permits)
Public User Information	Lists information about public user accounts.	BI Catalog (Shared Folders > Public Sector > Account Management)
Violation Notice	Displays information about the code violation, corrective actions, and the compliance date. This report is sent to the party responsible for the reported violation.	Notice of Violation page. See Using the Code Technician Worklist. Notices page See Working with Notices. BI Catalog (Shared Folders > Public Sector > Code Enforcement > Notices)

Dashboards organize analytical content and catalog objects, and present them in a meaningful way. Oracle Public Sector Compliance and Regulation delivers the Public Sector, Fees and Payments, Planning Applications, and Projects dashboards.

You can access dashboards by clicking the Reports and Analytics button and selecting the BI Catalog link in the header on the Agency Springboard. You can also navigate directly to the dashboard in the BI Catalog (Shared Folders > Public Sector > Dashboards).

Dashboard	Description
Code Case Dashboard	Provides information about incidents, cases, and citations for code enforcement.
Fees and Payments	Provides information about fees and payments for permits and planning applications.
Planning Applications	Provides information about inspections, permits, plan review, and properties information for planning applications.
Public Sector	Provides information about inspections, permits, plan review, and properties information.
Projects	Provides information about projects, including total projects, estimated value, active and on-hold projects, new projects initiated quarterly, and other analytics.

The Public Sector Dashboard contains these pages.

Public Sector Dashboard Page Name	Description
Inspections	Provides real-time information about inspections associated with permits, such as inspection count, percentage passed, top 10 permits with major violations, average inspections per permit, and so on.
Permits	Provides real-time information about permits, including permit count, fees amount, totals by permit status, job cost and fees by permit type, permit applications by week, and so on.
Plan Review	Provides real-time information about plan reviews, including plan review count, average plan reviews per permit, plan review decision status, and review status by permit type.

Creating Deep Links

Create deep links in your analytics that let you navigate from an analytic to specific attributes and objects in your transaction pages without navigating through the menu structure.

You can use deep links to easily view the transaction details in Oracle Public Sector Compliance and Regulation from your Oracle Transactional Business Intelligence (OTBI) reports.

Here’s how to create deep links:

1. Click the Reports and Analytics header icon on the Agency Springboard, and select BI Catalog.

2. Create or edit an analysis. Use a subject area that includes the attribute you want to link to in the transactional pages. For example, use Public Sector Cloud - Permits Real Time.

3. In the Selected Columns pane on the Criteria tab, click (Options) for the attribute column on which you want a deep link.

4. Select Column Properties.

5. Open the Interaction tab in the Column Properties dialog box.

6. In the Primary Interaction list in the Value section, select Action Links to display the Action Links table.

7. Select the Do not display in a pop-up if only one action link is available at runtime option.

8. Click Add Action Link.

9. In the New Action Link dialog box, enter the link text for the navigation.

10. Click the Create New Action icon and select Navigate to a Web Page.

11. In the Create New Action dialog box, enter the URL to navigate to, which references parameters you define in the prompt. For shared analyses, enter a URL with your website host name:

    http://<hostname>/fscmUI/deeplink?root=@{1}&context=LnpRecordKey%253D@{2}

12. Click Define Parameters to add corresponding parameters for the URL.

13. In the Define Parameters section, click Add Parameter to add the following mandatory parameters:

    Name	Prompt	Type of Value	Value	Fixed	Hidden	Optional
    1	root	Value	PSCLNP_RECORD_DETAIL	Selected	Selected	Selected
    2	context	Column Value	"<table.name>"."<column.name>"	Selected	Selected	Selected

    For example, the context could be “Construction”.”<LNP Record Key>,” where the LNP Record Key is “Permit Number.” This creates a deep link on the permit number to navigate to the permit transaction detail page.

14. Click Options to set how the page opens.

15. In the Action Options dialog box, select Open in New Window to open the page in a new window.

16. Save your work.

17. If you have provided the Return Application name, a Return icon is available in the transactional page to return to the analysis.