1. Implementation Reference
  2. Example of Generating Assignment Reports

Example of Generating Assignment Reports

You can use the Diagnostic Dashboard to generate the following reports:

  • Batch Assignment Progress Report

  • Batch Assignment Error Report

  • Territory Dimension Data Report

This topic explains how to generate a batch assignment progress report, as an example.

Prerequisite: As a user with access to the Schedule Processes UI, such as the sales administrator, click Navigator, and then click Scheduled Processes within the Tools heading. Run the batch assignment processes for sales accounts and opportunities. See the topics, Recommendations for Assignment Processes for Opportunities, and Schedule Account Assignment, for more information.

You must have the required job or duty roles to run diagnostic reports from the Diagnostic Dashboard. The setup user created for you by the service is automatically provisioned with the required job role, Application Diagnostics Administrator (which contains the required duty roles). Therefore, you can use this setup user (or another user that you create and provision with this job role) to run the diagnostic reports. For details on how to add the duty roles to an existing user, see DOC ID 1374930.1 on My Oracle Support (support.oracle.com). This article describes how to assign user access to the Oracle Fusion Applications Diagnostic Dashboard.

Batch Assignment Progress Report

This section describes a scenario for running the batch assignment progress report. It takes you through generating a batch assignment report and viewing the completed report.

Here's how to generate the batch assignment progress report:

  1. Sign in as a user who has access to the Diagnostic Dashboard.

  2. Click your user image or name in the global header.

  3. Click Run Diagnostics Tests, within the Troubleshooting area.

  4. On the Diagnostic Dashboard page, search for the report name you want to run. In this example, search for Batch Assignment Progress Report.

  5. Select Batch Assignment Progress Report and click Add to Run.

    The Batch Assignment Progress Report is added in the Choose Tests to Run and Supply Inputs region.

  6. Click the warning icon in the Input Status column, and enter the parameters in the Input Parameters page that appears.

  7. Click OK.

  8. In the Choose Tests to Run and Supply Inputs region, enter a name in the Run Name field and click Run.

  9. In the Confirmation dialog box, click OK.

    The status of the report appears in the Diagnostic Test Run Status region.

  10. Click the completed report to open the report page.

You can now use the report for your analysis. You can follow the same procedure to generate the Batch Assignment Error Report and the Territory Dimension Data Report.