Including Custom Fields on Reports

This topic discusses how to create a custom subject area using an attribute and create a report.

Creating a Custom Subject Area

In this example, you create a custom subject area using the LNP1KitchenRemodel object.

1. If you are working in a sandbox, exit the sandbox.

2. Click the Navigator menu at the top.

3. Click the Application Composer link.

   Note: You might need to click the more >> link first.

   You are on the main page of Application Composer, where you create a custom subject area using the LNP1KitchenRemodel object.

4. Change the Application from CRM Cloud to ERP and SCM Cloud.

5. In the Overview region, click the Custom Subject Areas link.

   You are on the Custom Subject Areas page. You can use this page to search or create custom subject areas.

6. In the Search Results region, click the Create button.

7. Enter a name for the custom subject area that you are creating. Enter Kitchen Remodel in the Label field.

8. In the Primary Object region, click the Primary Object list.

9. Click the LNP1KitchenRemodel list item.

10. In the upper-right region of the page, click the Next button.

11. In the upper-right region of the page, click the Add Child Object button.

12. In the Add Child Object dialog box, click the Child Object list.

13. Click the ContactList list item.

14. Click OK.

15. In the upper-right region of the page, click Next.

    You now define the fields for the LNP1KitchenRemodel primary object.

16. Ensure that the selected value in the Fields Fromlist is LNP1KitchenRemodel. Click the Select Fields button.

17. On the Select Fields modal page, select the fields that you want to include for the LNP1KitchenRemodel primary object.

18. Repeat steps 16 and 17 for the ContactList child object.

19. In the upper-right region of the page, click Next.

20. You now select fields to apply date leveling. In the Date Field Leveling table, click the Expand button of the LNP1KitchenRemodel object.

21. Select the Allow Leveling option for the Business Start Date field.

22. In the upper-right region of the page, click Next.

23. Leave the default role access of Read for Everyone. In the upper-right region of the page, click Next.

24. Review your custom subject area. In the upper-right region of the page, click Save.

25. In the upper-right region of the page, click Submit.

    A confirmation message appears.

26. Click OK.

    You successfully created a custom subject area.

Creating a Report Using a Subject Area

In this example, you create a report in Oracle Business Intelligence Composer (BI Composer) using the Kitchen Remodel subject area.

1. Click the Navigator menu at the top.

2. Click the Reports and Analytics link under Tools.

   Note: You might need to click themore >> link first.

   The Reports and Analytics page appears.

3. In the left pane, click Create and select Analysis.

   From the Select Subject Area dialog box that appears, you must first select a subject area to build your report. In this activity, you are building a report using the Kitchen Remodel subject area.

4. In the Select Subject Area dialog, select the check box next to Custom:Kitchen Remodel and click Continue.

   Tip: You can add more than one subject area to a report by selecting the check box next to additional subject areas.

5. You are in the Select Columns step of Oracle Business Intelligence Composer (BI Composer) wizard. In the left box, click the Expand button of the Custom:Kitchen Remodel tree.

6. Add the following fields to the Selected Columns box on the right:

   1. RecordNumber under LNP1KitchenRemodel tree.

   2. Submission Date under LNP1KitchenRemodel tree.

   3. Status under LNP1KitchenRemodel tree.

   4. Expiration Date under LNP1KitchenRemodel tree.

   5. Female Owned under LNP1KitchenRemodel tree.

   6. First Name under ContactList tree.

   7. Last Name under ContactList tree.

   8. Gender under ContactList tree.

   9. Phone Number under ContactList tree.

   10. State under ContactList tree.

7. In the upper-right region of the page, click Next.

   You are in the Select Views step of the wizard.

8. Enter Kitchen Remodel Permits in the Title field.

9. Click the Table list.

10. Click the Table (recommended) list item.

11. Click the Preview option on the right of the Title field to view a preview of the table. Click OK.

12. In the upper-right region of the page, click the Next button.

    You are in the Edit Graph step of the wizard.

13. In the upper right region of the page, click Next.

14. You are in the Sort and Filter step of the wizard.

15. In the upper right region of the page, click Next.

    You are in the Highlight step of the wizard.

16. In the upper right region of the page, click Next.

    You are in the Save step of the wizard.

17. Enter Kitchen Remodel Permits in the Analysis Name field.

18. In this activity, you will save your report in only My Folders. In the Save In area, click the My Folders tree.

19. In the upper right region of the page, click Submit.

    A confirmation message appears.

20. Click OK.

21. You can now view the report you just created. Click the Expand button of the My Folders tree.

22. Locate the report you just created.

    You successfully created a report in BI Composer using the Kitchen Remodel subject area.