Create or edit an interactive report definition

1. In the left navigation pane, hover on the Data Analysis icon (), then click Interactive Reports.
2. Click the Row Action menu () for the report definition, and then click Create Output.
3. From the configuration drop-down list, select a configuration.

   The report runs against source data for the selected data configuration. When you save the report output, the application verifies that the selected data configuration has a Drug type variable with a subtype of Generic, Trade, or Ingredient.

4. Click Next.
5. On the Run Query page, fill in the fields and click Next.
6. Fill in the fields on the Create Output page:
   • Name for Output—Name for the saved output. The name does not need to be unique, although Oracle recommends that you provide a unique and meaningful name.
   • Output Description—Description of the saved output that differentiates the report output from entries on the Report Outputs page.
   • Output Category—Type of report output: Ad Hoc or Standard. The application uses the category for organizing reports and the category is not related to report availability. You can include a column showing report categories on the Report Outputs pages.
7. Select an option for assigning the report output to a project:
   • Add to existing project—Assign the report output to an existing project by selecting from a list of projects associated with objects that you created or that are published to you.
   • Add to a new project named—Create a new project and assign the report output to it.
8. Click Save.
   • For a query-based interactive report, the Edit Report Query page appears. You must define a query. (If you are editing the report definition, click the Query option.)
   • For a Summary of all Cases interactive report, the Edit Report Columns page appears. If you are defining an all cases summary report, the report definition is not valid until certain requirements have been met. See About All Cases Summary reports.

   The Edit Report Columns page appears. From this page, you can edit the report columns, the report attributes, and the report descriptors.

   The application also saves the interactive report definition and lists it on the Interactive Report Definitions page filling in the Created By and Created columns, although you cannot yet run it.

   When defining breakdown details for a report variable that you included in the query for the report, you can specify that the breakdown details will be the values provided for the query variable when the report is run. See Defining breakdown by query values.

9. Optionally, edit the report attributes.
10. Optionally, edit the report descriptors.
11. If you have made changes to an interactive report definition since the last time it was saved, save the interactive report definition without running it by clicking Save. If you are working on a complex report definition, click Save periodically.

    Note:

    If you edit a report definition that you did not create, the Save button does not appear.

    • To save the interactive report definition with a different name, without running it, click Save As. Provide a name for the new report definition.
    • Save the interactive report definition and run it. For a valid report definition, click Save & Run. A report is considered valid if it includes at least one row variable and one column variable, and there are no error messages for the report definition. For a query-based interactive report, a query must be part of the report definition. For an all cases summary interactive report, the definition must conform to certain criteria.
12. To run the report definition, for a valid report definition, click Run. A report is considered valid if it includes at least one row variable and one column variable, and there are no error messages for the report definition. For a query-based interactive report, a query must be part of the report definition. For an all cases summary interactive report, the definition must conform to certain criteria.
    • If you run the report, you must select a data configuration to indicate the source data against which the report will be run.
    • To run a query-based report, you must also run the query. The report will be run against cases that meet the query criteria.
    • To run an all cases summary report, you must specify report parameters.
    • Each time you save the report definition, the application fills in the Modified and Modified By columns on the Interactive Reports page.