planning/power_data/reports/reports.htm

Reports

BI Publisher Report Fields | Report Parameters | Related Topics

This page is accessed via Business Process Automation > Power Data > Document Generation > Reports.

This page enables you to name, modify, and rearrange the reports that appear in the Report Manager and/or in the Reports sections of other managers. You can also configure the use of a reporting database as opposed to an operational database which can be used to run analytical reports without interfering with the performance of your operational database (see below).

Using these options, you can select an appropriate query template and format template required for report generation, select their email notification security level, and select whether a report can be auto-generated. You can also place individual reports in the report groups under which they will appear in the user interface. An exception occurs when the Run on Third Party Server check box is selected. Then the reports are displayed on Third Party Reports section at the bottom of the page, along with the URL for the report.

Reports can be manually run, from the Reports Manager or another Oracle Transportation Management Manager, or auto-generated via an agent. Reports can be printed or emailed in HTML or PDF formats. Public data and user-defined reports provide convenient statistical overviews and useful, printable documents for the transportation logistics process.

Adding a Report:

  1. Enter a Report ID to uniquely identify the report.

  2. Enter a Report Display Name. The report display name is the name that will appear on the user interface.

  3. Enter a Report Description. For example, the ID could be SUPPLEMENTAL_BILL, the display name "Supplemental Bill Report", and the description "A report of supplemental bills for accounting."

  4. Enter a Report Type. The Report Type field specifies from which manager the report can be run in the user interface (for example, BILLING for the Billing Manager). If the report is to appear in the Report Manager only, leave this field blank.

  5. Select the Report Manager Display check box if this report is to be listed on the Report Manager page. Reports can be run from both the Report Manager and from another manager. In that case, select both the Select Via UI and Report Manager Display check boxes. For a report to be available only in a manager other than the Report Manager, only select the Select Via UI check box.

  6. Select the Run On Third Party Report Server check box if the reports can be run on a third party server, other than BI Publisher. Reports with this check box selected appear in the Third Party Reports section in the selected Report Manager.

Third Party Report Link

This section only appears if you have selected the Run on Third Party Server check box.

  1. Enter the Report URL for the third party server where the report can be run.

BI Publisher Report Fields

This section is not visible when you have selected the Run on Third Party Server check box.

  1. In the Security Level field, enter a value from 1 to 4, to specify one of the following security levels. If left blank, the security level specified in the glog.notify.report.security property file (default is 3) is used.

  2. Select the Select Via UI check box if this report is to be made available to run directly from the user interface. Leave this box cleared for a subsidiary, drill-down report related to another report available from user interface. For example, if Report B provides additional information related to Report A, and should not be run independently of Report A, leave this cleared.

  3. Select the Can Auto Generate check box if this report is to be auto-generated by workflow agents. Reports that can be auto-generated can also be generated manually. To auto-generate reports, use the Agent Manager.

  4. The Report Group ID field specifies to which report group the report is related, and under which report group name the report will appear in the Report Manager if Report Manager Display is selected. Report groups are managed in Power Data.

  5. Note: After you change the Report Group ID of a report, and save your change, the change will take effect at the next login.

  6. Enter a Query Template. Only templates with the Report check box are valid selections.

  7. Enter a Format Template. Only templates with the Report check box are valid selections.

  8. Select a Default Display Format, in which the reports will be generated if not specified otherwise by the user.

  9. Use the Report Database field to make your choice of which database to use for a report.

Oracle Transportation Management supports the use of a separate database that is dedicated to analytical reporting. This database is separate from the operational database; however, you must purchase a separate Oracle license to configure and use a reporting database. You must also purchase a full use BI Publisher license if you want to access data from a non-Oracle Applications data source or if you want to access data from a new schema within Oracle Applications that is not shipped by Oracle, or access data from a modified Oracle Applications schema (e.g. by adding columns to an existing table). Refer to the Oracle Transportation Management Administration Guide (accessible via the OTN website) to install, configure, and maintain a reporting database.

If you have a Reporting database installed and purchased a BI Publisher license, you can configure each report (both standard reports that are delivered with Oracle Transportation Management and custom reports that you add) to use either the operational (On-Line) database, the reporting (Off-Line) database or both databases.

Your choice in the Report Database field is reflected on the Report Manager menu. For example, if you choose Both for a report, the Report Manager menu presents choices for running the report against both the Online and Offline databases. If you choose one of the other options, the menu reflects your choice as well.

Report Parameters

One or more report parameters must be specified and saved for each report. A report parameter is a filter used in generating the report (for example, a date range or a specific business object ID).

This section is not visible when you have selected the Run on Third Party Server check box.

  1. Enter a Sequence Number for the parameter (1 for the first, etc.)to determine the order in which it has to appear on the Report Parameter page.

  2. Enter both a Report Parameter Name, (for example, p_starttime) and a corresponding Report Parameter Display Name, the name to appear on the user interface (for example "Shipping Start Time").

  3. Select a Parameter Type (Date, Dynamic List, etc.) for the parameter.

  4. Enter a Query Name. The query name is used to determine the finder from which the system selects the values.

  5. Optionally, for the Default Value, enter a value to pre-populate the parameter form.

  6. Fixed Values are values that will appear in the parameter regardless of data in the database. To specify more than one, type a comma between each value (for example: New York,Paris,London). The multiple values will appear as a drop-down list when the parameter is saved. The correct format is name=value pair form; so SNOWY=snowy,GA=GA.

  7. The Query field is not currently in use.

  8. Select Mandatory if this parameter must be included in the report.

  9. Click Save for each report parameter you define.

  10. Click Finished.

Related Topics