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Report Management and Editor Quick Reference

Page 1 of 6

Quickly Find the Right Reports and Build New Reports with the

Report Management and Editor

HOW DOES THE REPORT MANAGER

AND EDITOR WORK?

 The Report Manager is a search and preview

interface which helps you find Saved Reports

or Templates

 The Report Editor lets you select the

dimensions and measures you need to build

exactly the report you want.

 Use the Report Editor to preview and run

reports, all in one interface.

WHAT CAN THE REPORT MANAGER

AND EDITOR DO FOR ME?

 Save you time when locating existing

reports or templates

 Provide you with an intuitive way to build

new reports easily

 Visualize your reports before you run them,

so you know exactly what you are getting.

Search for

Saved

Reports

and

Templates

Customize

Your

Reports

and Filters

Run the

Report

Summary of content (6 pages)

PAGE 1
Report Management and Editor Quick Reference Quickly Find the Right Reports and Build New Reports with the Report Management and Editor WHAT CAN THE REPORT MANAGER AND EDITOR DO FOR ME? HOW DOES THE REPORT MANAGER AND EDITOR WORK?    The Report Manager is a search and preview interface which helps you find Saved Reports or Templates The Report Editor lets you select the dimensions and measures you need to build exactly the report you want.
PAGE 2
Report Management and Editor Quick Reference Copyright © 2013, 2021, Oracle and/or its affiliates. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws.
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Report Management and Editor Quick Reference Documentation Push for April 20, 2016 efix Report Management – Saved Report/Template Preview Quickly search for reports and templates which meet your needs. Located under Reports > Management Click the “New” or “Edit” button here to enter the Report Editor and customize your report! The Report rating appears in the top left corner, next to the Report name.
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Report Management and Editor Quick Reference Report Editor – Crosstabbed Reports Quickly create and edit reports using drag-and-drop functionality Drag existing row and column elements to rearrange them. Preview your report with one record, or run it with all records. Click here to add filters limiting which data is reported. Save the report Search for dimensions and measures. Point to Dimensions, Measures, or Rows to see a symbol legend. Click or drag dimensions to rows and measures to columns.
PAGE 5
Report Management and Editor Quick Reference Report Editor – Crosstabbed Reports Quickly create and edit report using drag-and-drop functionality Click here to name your report (default is “Untitled”). Click here to select a new report template. Show or hide editor elements, or click “Settings” for more customization.
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Report Management and Editor Quick Reference Report Editor Screen – Tabular Reports Create and edit tabular reports and convert to a crosstabbed-like layout Check the Rollup box to convert your tabular report to one resembling a crosstabbed layout. Attributes are converted to dimensions and measures. Drag existing elements to rearrange them. Preview your report with one record, or run it with all records. Click here to add filters limiting which data is reported.