1. User Guide
  2. Oracle Insurance Accounting Analyzer Extension Pack Workflow
  3. Report Configuration
  4. Modify a Report

Modify a Report

Perform the following steps to modify or add a report:

Note:

Only reports that contain the status as No under Default columns can be modified.
  1. On the Reports page, select the checkbox adjacent to the report that you want to edit.
  2. Click Edit, to open the Reports Configuration window.

    Figure 3-32 The Reports Configuration Window


    The Reports Configuration Window

  3. Update the desired fields.
    Field Description
    Name The name field is populated by default with the name of the selected report.

    This field is disabled for modification.
    Description Modify the description of the report.
    Method

    The method field is selected by default and is disabled for modification.
    Reinsurance Held

    This field is disabled for modification.
    Add Sibling/Add Child (Reporting Line and Section Details) Click these buttons to add a sibling or a child via the Reports window:
    1. In the Filter field, enter a value, for example, Insurance, to filter the Output Variables.
    2. Click the New button to open the window for creating a new Output Variable.
    3. Enter values in the following fields:
      • Name - Enter a name.
      • Description - Enter a description.
    4. ClickCreate.
    5. Click Add
    6. Additionally, click Close to exit this window.
    Remove (Reporting Line and Section Details) Select an entry from the Reports and Section Details section and then click Remove to remove the entry.
    Update Click this button to update the list.
    Mapping (Section Details) Select a repline and a section from the Reports Details and Section Details sections respectively and then click the Mapping icon. The mapping window for the selected repline and section appears:
    1. Select a value from the Section drop-down list
    2. Select a value from the Expression Type drop-down list.
      • Output Formula - If Output Formula is selected as the expression type then you can use output variables in the Expression section.
      • Input Formula - If Input Formula is selected, the Assumption Type field appears. Select an assumption type and select the desired input variables to populate the Expression section.
    3. Select the desired output variables to build the expression in the Expression field.
    4. Click Apply.
  4. Click Save.
  5. Click Publish.

    The updated repline appears in the list of replines on the Reports page.