1 Getting Started

Reporting and Analytics has two editors that let you design reports that show only the data that is important for understanding and taking action on your business operations.

If your reporting requirements are simple, use the basic editor. The basic editor lets you quickly select a visualization, such as a table or pie chart, and then associate data with the visualization components. The basic editor is easy to use and ideal for non-technical users. It lets you define tables and charts with a simple user interface.

Use the advanced editor if your business requirements are more complex. For example, use the advanced editor to work with data returned through the predefined subject areas and customize how a report displays that data. This guide is a companion to the advanced editor. Use it as a reference to design your report.

You can start designing reports in the basic editor and then switch to the advanced editor if your reporting requirements change. However, you cannot switch back to the basic editor if you started using features in the advanced editor that are not supported in the basic editor. The basic editor cannot validate XML that you add to your report through the advanced editor. The Oracle MICROS Reporting and Analytics User Guide provides more information on using the editors.

Tip:

Reporting and Analytics provides a template for designing reports in the advanced editor. When creating a new report, choose the advanced template as the starting point and then modify it to design your own report.

When you design reports, you work with subject areas. You can see a list of subject areas and available data points on the left side of the screen when using the advanced editor.