Customizing Interactive Reports in a Running Application

When running an application, end users and developers can alter the layout of interactive reports data by choosing the columns they are interested in, applying filters, highlighting, and sorting. They can also define breaks, aggregations, charts, group bys, and add their own computations.

See Also: Customizing an Interactive Report Using the Actions Menu in Oracle APEX End User’s Guide

About the Search Bar

Learn about the interactive report search bar.

Description of the illustration ir_search.png

A search bar displays at the top of every interactive report and may include the following features:

• Select Columns to Search - This icon resembles a magnifying glass. Click this icon to narrow your search to specific columns. To search all rows, select Row Search.

• Text Area - Enter case insensitive search criteria (wildcard characters are implied) and click Go.

• Reports - Displays alternate default and saved private, or public reports. See Saving Interactive Reports.

• View Icons - Switches between an View Icon, View Report and View Detail of the default report (if enabled). May also include Chart and Group By View (if defined).

• Actions menu - Use the Actions menu to customize an interactive report. See About the Actions Menu.

See Also: Customizing an Interactive Report Search Bar

About the Actions Menu

Learn about the interactive report Actions menu.

Note: The structure of the interactive report Actions menu has changed to be consistent with interactive grids. To alter an interactive report Actions menu to use the previous (or legacy) structure, go to Shared Components, Component Settings, and configure the Interactive Report component. See Configuring Interactive Report Action Menu Structure.

The Actions menu is the last control on the Search bar. End users use the Actions menu to customize an interactive report.

Description of the illustration ir_action_menu.png

See Also: Customizing an Interactive Report Using the Actions Menu in Oracle APEX End User’s Guide

Using Interactive Report Filters

Learn about using interactive report filters.

When you customize an interactive report, a filter displays between the search bar and the report. The following example shows an interactive report with two filters, Project lead = 'Bernard Jackman' and Completed? ='N'.

Description of the illustration ir_filter_show.png

Other keys features of interactive report filters include:

• Enable/Disable - To enable and disable a filter, select and deselect the checkbox to the left of the filter name.

• Filter Edit - To edit a filter, click the filter name.

• Remove Filter - To remove a filter, select the Remove Filter (X) icon to the right of the filter name.

To hide filter details and minimize the amount of information that displays, click the arrow to the left of the filter name. The following illustration shows the same report with the filter details hidden.

Description of the illustration ir_filter_hide.png

Saving Interactive Reports

Learn about saving private and public interactive reports.

All users can save a private or public interactive report. However, only the user who creates a private report can view, save, rename, or delete it. Developers have additional save capabilities in that they can save the report that initially displays, called the Primary Default, or create an Alternative Default report.

See Also: Managing Saved Interactive Reports in Oracle APEX Administration Guide

About the User Type and Available Save Options

Learn how end users and developers can save interactive reports.

An end user can save an interactive report in two ways:

• Public Report (End user and developer). This report is viewable by all users. However, only the user who creates a public report can save, rename, or delete it. Although all users can view a public report, they can only save it under a new report name.

• Private Report (End user and developer). Only the user who creates the private report can view, save, rename, or delete it.

A developer can additionally save an interactive report in the following ways:

• Primary Default (Developer only). The Primary Default is the report that initially displays. Primary Default reports cannot be renamed or deleted.

• Alternative Report (Developer only). Enables developers to create multiple report layouts. Only developers can save, rename, or delete an Alternative Report.

The following illustration shows the Reports list on the Search bar of an interactive report.

Description of the illustration ir_report_list.png

This example shows two reports:

• Default - 1. Primary Report. This is the initial report created by the application developer. Default, Primary reports cannot be renamed or deleted.

• Private - 1. Bernard’s Projects. This is a Private report. Only the user who creates a private report can view, save, rename, or delete it.

Tip: You can view saved report activity from the Workspace Administration page. On the Workspace home page, click the Administration menu and then select Administration, Monitor Activity, and then under Page Views select By Interactive Report.

About Configuration Dependencies When Saving Interactive Reports

Developers control how users can save an interactive report by editing report Attributes.

To fully enable users to save private reports, a developer must:

1. Define an authentication scheme for the current application.

2. Edit the following report Attributes in Page Designer:

   • Search Bar, Reports Select List — Set this attribute to On to include a Reports select list in the Search bar.

   • Actions Menu, Save Report — Set this attribute to On to enable end users to save their current report definition as a Private report.

   • Actions Menu, Save Public Report — Set this attribute to On to enable end users to save their current report definition as a Public report.

   • Actions Menu, Save Public Report Authorization — Select an authorization scheme to restrict who can save public report definitions. To enable an end user to save a public report, this authorization scheme must evaluate to TRUE. If no authorization scheme is provided then reports may be saved by any user.

See Also:

• Establishing User Identity Through Authentication

• Customizing the Interactive Report Actions Menu

• Customizing an Interactive Report Search Bar

Saving a Public or Private Interactive Report

End users can save public or private interactive reports.

End users can save an interactive report and classify it as being either public or private. Public reports can be viewed by all users. Private reports can only be viewed by the user who saves the report.

Tip: To save a public report, the developer must edit the report Attributes. In the Property Editor, locate Actions Menu and set Save Public Report to On. Developers can also apply an authorization scheme to enable or disable Save Public Report. See About Configuration Dependencies When Saving Interactive Reports.

To save a public or private interactive report:

1. Go to the page containing the interactive report you want to save.

2. Customize the report (for example, hide columns, add filters, and so on).

3. Click the Actions menu and select Report and then Save Report.

   The Save Report dialog appears.

4. For end users, the following Save Report dialog appears.

   

   Description of the illustration ir_save_user.png

   In Save Report:

   1. Name - Enter a name for the report.

   2. Description - Enter an optional description.

   3. Public - Select this option to make the report viewable to all users. Deselect this option to make the report private.

   4. Click Apply.

5. For developers, the following Save Report dialog appears.

   

   Description of the illustration ir_save_dev.png

   In Save Report:

   1. Save - Select As Named Report.

   2. Name - Enter a name for the report.

   3. Description - Enter an optional description.

   4. Public- Select this option to make the report viewable to all users. Deselect this option to make the report private.

      Tip: The Public checkbox only displays if you have enabled the Save Public Report report attribute.

   5. Click Apply.

Saving a Default Interactive Report

Developers can save primary and alternative interactive reports.

Developers can save two types of default interactive report: primary and alternative. Both reports display on the Report list on the search bar. However, primary default reports cannot be renamed or deleted.

To save a default interactive report:

1. Run the report as a developer.

2. Customize the report (for example, hide columns, add filters, and so on).

3. Click the Actions menu and select Report and then Save Report.

   The Save Report dialog appears.

   

   Description of the illustration ir_save_dev.png

4. From Save, select As Default Report Settings.

   The Save Default Report dialog appears.

5. For Default Report Type, select either:

   • Primary - This report displays as the primary report when the page runs.

   • Alternative - This report displays as an alternative option on the Reports list on the Search bar. If you select Alternative, enter a name.

6. Click Apply.

Renaming a Public or Private Interactive Report

Rename a public or private interactive report.

To rename a public or private interactive report:

1. Run the report as a developer.

2. Select the public or private interactive report to rename.

3. Click the saved report link.

   

   Description of the illustration ir_rename.png

4. In the Rename Report dialog:

   1. Edit the attributes. For example, enter a new name in Name.

   2. Click Apply to save your changes.

Deleting a Public or Private Interactive Report

Delete a public or private interactive report

To delete a public or private interactive report:

1. Run the report as a developer.

2. Click the Remove icon (X) next to the report name link.

3. Click Apply.

About Exporting Interactive Reports

Learn about exporting interactive reports.

When you export an application, the Primary Default, Alternative Default, and public reports are included by default. Configure the Export Public Reports and Export Private Reports attributes to control the type of reports to include in your export.

See Also: Exporting an Application