Creating or editing a report definition

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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.         Do one of the following:

A.        Click the Reports tab.

B.        Select a case series. Click the radio button of the selected case series, and click OK.

C.        Click Browse to display the Select Case Series page.

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 is only for cases in the selected case series.

Or

A.        On the Cases Series page or the Queries page, click the row menu () for a case series or query, and click Report.

The Report Definitions page appears. The names of valid report definitions appear in bold font. 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.

2.         To create a report definition, click Create Definition.

The Create Definition page appears.

Or

To edit a report definition, click ()  for the report definition, and click Edit.

Alternatively, click Edit Definition on the Display Report page.

The Edit Report Columns page appears. Continue with Step 9.

3.         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.

4.         In the Description of Report field, type a report description that differentiates the report definition from others on the Report Definitions page.

5.         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.

1. To create a new project and assign the report definition to it, click Add to a new project named and enter a project name.

6.         Click Save.

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 report definition and lists it on the Report Definitions page filling in the Created By and Created columns, although you cannot yet run it.

7.         Edit the report columns. For more information, see Editing report columns.

8.         Optionally, edit the report attributes. For more information, see Editing report attributes.

9.         Optionally, edit the report descriptors. For more information, see Editing report descriptors.

10.      If you have made changes to a report definition since the last time it was saved, use the following options to:

1. Save the report definition without running it. Click 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.

• Save the report definition with a different name, without running it. Click Save As. Provide a name for the new report definition.
• Save the 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.

11.      If you have not made changes to a report definition since it was last saved:

1. To save the report definition with a different name, without running it, click Save As. Name the new report definition.
2. 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.

Each time you save the report definition, the application fills in the Modified and Modified By columns on the Report Definitions page.

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.

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