1 Accessing and Navigating reports

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

Report access

Oracle Site Analyze reports allow you to view status and other data about the activities that your site identification team performs in Oracle Site Select. All report data comes from Oracle Site Select where information about sites, documents, feasibility surveys, and the status of activities related to them are tracked and managed.

When you have the required permissions to access Oracle Site Analyze reports, you'll navigate to the reports from within Oracle Site Select. In the top navigation bar, click Dashboards, then click "Analyze reports."

The Oracle Site Select Site progress reports listed below use study level filtering. When determining access, study level filtering limits data shown based on your team assignments in Oracle Site Select. You can view studies linked to your assigned team if the team is enabled, has at least one associated study, and has "Analyze reports" permission enabled. All three conditions must be met for study level access to be granted.

• Next Actions
• Notes Report
• Site Progress Report
• Site Study Interest and Exclusion Report
• Survey Response Analysis

Note:

Access to reports in Oracle Analytics Cloud requires user authentication via Oracle Identity Cloud Service (IDCS).

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.

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 Select
  Open the reports Home page and browse to the report you want to view.
• 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.