1 Accessing and Navigating reports

Learn about getting around in reports and how to filter and export dashboards and worksheets.

Report access

When you have the required permissions to access Oracle Site Analyze reports, you'll navigate to the reports from within Oracle Site Activate.

Please note: Access to reports in Oracle Analytics Cloud requires Oracle Identity Cloud Service (IDCS) authentication. This applies to Oracle Site Analyze release 24.2.1 and all subsequent releases.

Release compatibility

Oracle Site Activate release compatibility

Please note that Oracle Site Analyze reports are not backward compatible to previous Oracle Site Activate releases. For instance, customers who want access to the enhanced reports in 24.2 Oracle Site Analyze must upgrade their Oracle Site Activate release to 24.2 as well. Please contact your Oracle Project Manager or Account Manager for more information about upgrading.

Workbook navigation

Each report workbook includes one or more worksheet tabs, beginning at the lower left of your screen. Click any tab to navigate to the associated dashboard or worksheet.

Filters

You'll find most report data filters in a row along the top of each dashboard or worksheet.

There are three types:
  1. List: A list filter provides a simple list of values to choose from and lets you see which values are selected and which aren't. Using a list filter, you can optionally exclude selected values, and you'll also have the option to include null values in your report if preferred.
  2. Date: A date range filter uses calendar controls to adjust time or date selections to limit data to a specific period of time. You'll select a single range of dates. Alternatively, you can use a date range filter to exclude dates within the specified range.
  3. Range: A range filter works for contiguous numeric data. You'll can specify Start, End, and By properties to limit the range of data included in the report.

Some reports have filters embedded in the report itself. Where this applies, the filter will control only the accompanying dashboard visualization, instead of controlling to the entire worksheet.

Study level filtering

The following reports have study level filtering as of release 24.2.1. Study level filtering on the report means it will limit data shown based on your Oracle Site Activate study permission. Report users who have access to all studies will see all studies available for selection under the report's Study Name filter.

  • Contract Module Dashboard
  • Milestone and Submission Planning
  • Milestone Predictions Dashboard
  • Open Activities
  • Site IP Release Package Dashboard
  • Study Summary Dashboard
  • Submissions and Approval Status

Explore and interact with reports

The links below provide instructions for working with Oracle Site Analyze reports built in Oracle Analytics Cloud:

  • Navigate to reports from Oracle Site Activate
    You can open the reports Home page and browse to the report you want to view, or for some reports, navigate from within Oracle Site Activate directly to those reports with the current study in context.
  • Navigate the reports Home page
    The Home page is a dashboard where you can access your reports. You can organize the display to your preferred view.
  • Navigate reports in Catalog view
    Catalog view organizes your reports in a folder structure.
  • Favorite a report
    Add your frequently used reports to the Favorites section for quick access.
  • Apply a list filter to report data
    The most common filter is List type. List filters allow you to choose one or more values from a list to include or exclude from the dashboard or worksheet.
  • Apply a date filter to report data
    When available, date filters let you filter a dashboard or worksheet by a date or date range. You’ll choose a specific date or start and end date range values.
  • Apply a range filter to report data
    You can expand or reduce the reported data if the dashboard or worksheet includes a Range filter. You’ll specify start and end range values as well as optional attributes.
  • Undo or Redo edits
    When viewing a workbook, it's easy to undo your last action and then redo it if you change your mind.
  • Export report to a file
    You can export a workbook’s dashboards and worksheets to Microsoft PowerPoint, Adobe Acrobat, or an image file.
  • Maximize and export a visualization
    You can expand some dashboard visualizations and optionally export the image or data.
  • Print report dashboards and worksheets
    You can print your workbook’s dashboards and worksheets.
  • Share a report
    Share a link to the report with others in your organization if preferred. You can share the report or individual worksheets in the original or current (filtered) state.