A Appendix: Report Layouts

This appendix summarizes the suite of core reports supplied with the Reports module. Following the list of reports are details of common aspects of the report layouts and formatting.

Some common features are as follows:

  • When selecting users in a filter, such as a Technologist, Process Manager, or Created By name, the user selector includes a text search on name (including the email address in the case of the fields being concatenated), for an individual user to be selected from the returned list. Alternatively, a partial text search can be applied using the Contains operator.

  • For reports that include Process Activities, the default activity name field/filter (also within the lists of linked records) is the name of the activity's template. As the template name may be overridden in the Activity record, that field is available as an optional field/filter.

  • For reports that include the Supplier or Site Billing Detail tables: If elements from these tables are included in a custom report, the expectation is that the report will be filtered on the Invoicing System, so there will be no multiplication of rows.

For further details of each report layout and its fields and filters, see Oracle Retail Supplier Evaluation Report Layouts.