1. How do I get started with Express Reports?
  2. Add Custom Attributes to Express Report Types Predefined by Oracle

Add Custom Attributes to Express Report Types Predefined by Oracle

Sales administrators, and other users with the Manage Express Report Types privilege, can add custom attributes to the report types predefined by Oracle. Here's how.

You can add nonstandard (custom) fields you created and published in Application Composer to the report types provided by Oracle. The custom fields you can add can be text, numeric data, and fixed-choice fields.

Here's how to add the nonstandard fields:

  1. Open the Express Reports list page. You can do so through a bookmarked URL, by clicking on an icon on the home page, or by making a selection in the Navigator.
  2. Click Manage Report Types.
  3. Click the report type name.
  4. Open the Extension folder for the object in the Columns pane.

  5. To add the field, select the check box (highlighted by callout 1 in the screenshot). The field appears in the right pane.

  6. Tip:

    The BI Column identifies these types of fields as an Extension Attribute (callout 2). You can sort the BI Column to see all of the extension attributes all together for easier identification.

  7. Select the options for the attribute (callout 3):
    • Is Reportable: Can be included in the report.
    • Groups: Can be used to group data in the report.
    Note:

    The Default option, which specifies the columns that appear in the report, is disabled for the Report Types provided by Oracle. Custom attributes can't be displayed as columns.

  8. Partial screenshot of the Opportunity report type provided by Oracle.

  9. Drill down on the name of each custom attribute you added to specify the display preferences:

    • Format: the data display format, such as date, decimal, and currency.
    • Unit: the display units. For example, you can specify a number to be displayed as is or rounded up or down.
    • Aggregation: Specify how you want to calculate summary totals of the data in the report. For example, if you're creating a report on the number of opportunities for different team members, then select Count Distinct rather than Count for your totals. Multiple salespeople can be involved in an opportunity team, so you want to prevent double counting.
  10. Save.