Create a report definition

Note:

You must select a case series before you can run, edit, copy, or delete a report definition (this requirement does not apply to interactive report definitions). If you run the report, it will be only for cases in the selected case series.
  1. In the left navigation pane, hover on the Data Analysis icon (Data Analysis icon), then click Report Definitions.
  2. At the top of the Report Definitions page, to the right of Case Series, click Browse.
  3. On the Select Case Series page, filter the case series.
  4. Choose one of the following:
    • Select the case series to report on and click OK, or double-click on the case series.
    • On the Case Series page or Queries page, click the Row Action menu ( Row Action menu icon ) for a case series or query, and click Report. On the Cases page, click the Report link.

      The names of valid report definitions appear in bold font on the Report Definitions page. A report definition is valid (and, therefore, can be run) if it includes at least one row variable and one column variable, and no error messages appear for the variables.

  5. To create a report definition, click Create Definition.
  6. In the Name for Report field, type a report name. The name does not need to be unique, although Oracle recommends that you provide a unique and meaningful name.
  7. In the Description of Report field, type a report description that differentiates the report definition from others on the Report Definitions page.
  8. Choose one of the following to assign the report definition to a project:
    • To assign the report definition to an existing project, click Add to existing project and select from a list of projects associated with objects that you created or that are published to you.
    • To create a new project and assign the report definition to it, click Add to a new project named and enter a project name.
  9. Click Save.
Field descriptions—Report Definitions page

The Report Definitions page provides the following information about each report definition:

Field Description

Definition

Name of the report definition. If bold, the report definition is valid to run.

Description

Description of the report definition.

Project

Name of the project with which the report definition is associated.

Configuration

Name of the data configuration used by the case series on which the report definition is based.

Created By

Name of the user who created the report definition.

Created

Date and time when the report definition was created.

The Created By and Created fields are filled in when the Create Definition page is completed.

Modified

Date and time when the report definition was last modified.

Modified By

Name of the user who last modified the report definition.

The Modified and Modified By fields are filled in each time the report definition is saved.

ID

Identifier that was assigned automatically to the report definition when the report definition was saved. Each report definition ID is unique (across all report definitions, regardless of whether or not they are interactive) and is not re-used if the report definition is deleted.

Category

Category of the report (intended only for informational purposes).

Error messages

An error message appears if any of the following are true:

  • You have not specified breakdown details for a column breakdown variable that has more than 10 values. (If there are 10 or fewer values, the application automatically uses the values as distinct values for the breakdown variable.)
  • You have specified breakdown details for an analysis variable.
  • In a SQL WHERE clause for the report definition, one of the variables referenced by the WHERE clause has been removed from the report definition.
  • You specified breakdown details as grouped values, but there is at least one group that includes no values.