1. How do I get started with Express Reports?
  2. Create Report Types for Custom Subject Areas

Create Report Types for Custom Subject Areas

Administrators can create report types for custom subject areas. A report type specifies which attributes are available for the report.

Before you create a report type, you must first create and publish a custom subject area in Application Composer. Because your data comes from Oracle Transactional Business Intelligence (OTBI), it's also helpful to understand how OTBI terminology translates into sales application terminology. For example, the Customer Organization Extension folder contains information on Accounts. Customers are accounts in the Sales application.

  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 Create Report Type.
  4. In the Custom Data Set field, select the custom subject area that you created ahead of time in Application Composer.
  5. Provide a name and optional description.
  6. Click Create.
  7. Use the same procedure to add the fields to the report as you do for the reports provided by Oracle.
    1. Open the folder for the object in the Columns pane.

    2. Select the check box to add the field.

    3. Select the options for the attribute in the right pane:
      • Is Reportable: Can be included in the report.
      • Groups: Can be used to group data in the report.
      • Default: makes the attribute appear as a column in the report by default. You must specify at least 1 default column and as many as 10 columns in a report type. Users can change the columns in the report, by removing the default columns and adding attributes you specified as Is Reportable.

    4. 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.
  8. Save.