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, the Report List page, or the business intelligence (BI) catalog.

You can find information about the BI reports and dashboards for Oracle Permitting and Licensing here.

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 view analyses, dashboards, and reports in the course of your work on your usual pages. You can also find them on the Report List page or in the BI catalog. For information about using the Report List, see Generating Reports.

To access reports on the Report List page, click the Reports and Analytics button in the global banner on the Agency Springboard and select the Report List link. Select the BI Catalog link to access reports and dashboards in the catalog. For information about hiding access from registered public users, see the security topics for implementation in My Oracle Support (Doc ID 2730290.1).

This table lists the delivered reports for Oracle Oracle Permitting and Licensing and where you can find them.

Report Name

Description

Location

Building Permit

Displays permit-related information.

  • Overview page of the permit record details

    See Viewing the Permit Summary.

  • Report List or BI Catalog: Shared Folders > Public Sector > Permits

Business License Certificate

Displays the generated business license certificate.

  • Overview page of the issued business license

    See Viewing the Business License.

  • Report List or BI CatalogShared Folders > Public Sector > Business License

Case Timeline

Displays all the Code Enforcement events associated with a particular case in a chronological order.

  • Timeline page

    See Working with Case Timeline.

  • Report List or BI Catalog: Shared Folders > Public Sector > Code Enforcement > Cases)

Cashier Session Reconciliation

Provides details about cashier session reconciliation activity.

  • Reconcile Cashier Session page

    See Reconciling Cashier Sessions.

  • Report List or 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

  • Appeal by date

  • Citation fees

  • Citation fees payment due date.

This report is sent to the party responsible for the reported violation.

Conditions of Approval

Displays the conditions of approval associated with a planning application, including a description of the work, the assigned planner, and the conditions of approval.

Deposit Slip

Lists deposit information.

  • Print Deposit Slip page

    See Printing Deposit Slips.

  • Report List or BI Catalog: Shared Folders > Public Sector > Billing and Payments

Inspection Activity

Displays all inspection activity for an agency over a specified date range.

Report List or 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.

Report List or BI Catalog: Shared Folders > Public Sector > Permits

Inspection Summary

Displays inspection-related information for the permit.

Payment Invoice

Displays invoice information.

  • Invoice History page

    See Viewing Invoice History.

  • Report List or BI Catalog: > Shared Folders > Public Sector > Billing and Payments

Payment Receipt

Lists payment receipt information.

Permit Activity

Displays permit summary information for an agency over a specified date range.

Report List or BI Catalog: Shared Folders > Public Sector > Permits

Permit Valuation and Revenue

Displays permit information including valuation and fees.

Report List or 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.

  • See Working with Reports

  • Report List or BI Catalog: Shared Folders > Public Sector > Planning Application

Primary Approved Permit

Displays applicant and detailed application information, as well as a description of the work, address, parcel, and district.

  • See Working with Reports

  • Report List or BI Catalog: > Shared Folders > Public Sector > Planning Application

Public User Information

Lists information about public user accounts.

Report List or BI Catalog: Shared Folders > Public Sector > Account Management

Refund Receipt

Lists refund receipt information.

Transactions with Reconciled Provisional Parcels

Lists the transactions that refer to the reconciled provisional parcels.

Using this report you can see the provisional parcels that have been replaced with final parcels as a result of parcel reconciliation. You should update the provisional parcel IDs that are referred in the transactions with the final parcel IDs.

BI Catalog:

Shared Folders > Public Sector > Parcels

See Reconciling Provisional Parcels.

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.

Violation Notice Detail Report

Displays information about the code violation, corrective actions, and the compliance date. This report is sent to the party responsible for the reported violation. This report retrieves images (.jpg and .png) from case attachments.

Welcome Letter

Informs the applicant that the application has been assigned and is under review. Provides application and assigned planner information.

  • See Working with Reports

  • Report List or BI Catalog: Shared Folders > Public Sector > Planning Application

Dashboards organize analytical content and catalog objects, and present them in a meaningful way. Oracle Permitting and Licensing delivers a selection of prebuilt dashboards.

Access dashboards by clicking the Reports and Analytics button and selecting the BI Catalog link in the header on the Agency Springboard. Go to Shared Folders > Public Sector > Dashboards. You can also display links to dashboards when you click the Reports and Analytics button. For more information, see Setting Up Dashboards.

Dashboard

Description

Case Inspections Dashboard

Provides information about case inspections for code enforcement, including the number of case inspections with different statuses and outcomes.

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.

Hiding Catalog Folders

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. Administrators with IT Security Manager privileges can hide predefined folders by removing their associated roles from the duty role.

For more information, see Oracle Applications Cloud documentation: Manage Predefined Catalog Permission in Creating and Administering Analytics and Reports.