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Prithis Das - Oracle RXi Reports NCOAUGx

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Everything you always wanted to know<br />

(but were afraid to ask) about<br />

<strong>Oracle</strong> <strong>RXi</strong> <strong>Reports</strong><br />

<strong>Prithis</strong> <strong>Das</strong><br />

NCOAUG<br />

February 2010


Agenda<br />

� What are <strong>RXi</strong> <strong>Reports</strong><br />

� Benefits of <strong>RXi</strong> <strong>Reports</strong><br />

� The Building Blocks of <strong>RXi</strong> <strong>Reports</strong><br />

� Responsibility: <strong>Reports</strong> Exchange Designer<br />

� Seeded <strong>RXi</strong> <strong>Reports</strong><br />

� Attribute Sets<br />

� Customizing Attribute Sets<br />

� Column Details<br />

� Summary Details<br />

� Securing <strong>RXi</strong> <strong>Reports</strong><br />

� <strong>RXi</strong> <strong>Reports</strong> Printing<br />

� Limitations of <strong>RXi</strong> <strong>Reports</strong><br />

� Q&A 2<br />

Rolta TUSC CONFIDENTIAL<br />

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What are <strong>RXi</strong> <strong>Reports</strong>?<br />

� <strong>RXi</strong> stands for <strong>Reports</strong> Exchange Designer<br />

� <strong>RXi</strong> <strong>Reports</strong> are a predefined list of reports that<br />

are available with certain modules<br />

� Examples of <strong>RXi</strong> <strong>Reports</strong> are the<br />

� Journals General (GL)<br />

� Payment Register (AP)<br />

� Transactions Register (AR)<br />

� Journal Entry Reserve Ledger Report (FA)<br />

� Currently, only AP, AR, FA, GL, Cross-Product<br />

and Globalization modules have <strong>RXi</strong> reports.<br />

� Most of the <strong>RXi</strong> reports fall under FA module.<br />

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Benefits of <strong>RXi</strong> <strong>Reports</strong><br />

� Easy to use. It is mainly a case of knowing:<br />

� what reports are available<br />

� where to find them and<br />

� how to modify them<br />

� End Users can change the layout of a Rxi Report<br />

without programming<br />

� Flexibility to create multiple layouts<br />

� Control data items to be displayed on a report<br />

� Secure specific layouts to specific Responsibilities<br />

� Tailor reports for your own internal use<br />

Rolta TUSC CONFIDENTIAL<br />

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The Building Blocks of <strong>RXi</strong> <strong>Reports</strong><br />

� Responsibility: <strong>Reports</strong> Exchange Designer<br />

� Seeded <strong>RXi</strong> <strong>Reports</strong><br />

� Default Attribute Sets<br />

� Copy Feature for Attribute Set<br />

� Attribute Set Modification<br />

� Report Columns<br />

� Page Setup<br />

� Default Format<br />

� Column Format<br />

� Publishing Options<br />

� Security setup<br />

Rolta TUSC CONFIDENTIAL<br />

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Responsibility: <strong>Reports</strong> Exchange Designer<br />

� Assign the Report eXchange Designer<br />

responsibility to your User ID<br />

Rolta TUSC CONFIDENTIAL<br />

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Seeded <strong>RXi</strong> <strong>Reports</strong><br />

� Examples: Transactions Register (AR), Journals -<br />

General (GL), Payment Register (AP)<br />

� Currently, only AP, AR, FA, GL, Cross-Product and<br />

Globalization modules have <strong>RXi</strong> reports. And most<br />

of them fall under FA module<br />

Rolta TUSC CONFIDENTIAL<br />

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Attribute Sets<br />

� The attribute set that you associate with an <strong>RXi</strong><br />

report determines the layout and data content of<br />

the report<br />

� By default, each <strong>RXi</strong> report already has one or<br />

more attribute sets associated with it.<br />

�� You can use one of these attribute sets to print<br />

reports, but you cannot modify a default attribute<br />

set<br />

� Instead, you copy and rename an attribute set,<br />

then apply new layout definitions to the renamed<br />

attribute set<br />

� The attribute sets are linked to an <strong>RXi</strong> report in<br />

8<br />

the form of a runtime report parameter.<br />

Rolta TUSC CONFIDENTIAL<br />

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Attribute Sets (contd.)<br />

� From the Attribute Set window you can:<br />

� Copy and rename an attribute set, using the Copy<br />

Attribute Set dialog box<br />

� Define a new attribute set or modify an attribute set<br />

that you previously defined, using the Attribute Set<br />

window<br />

� Define column formatting, using the Column Details<br />

window<br />

� Define summary columns, using the Summary<br />

Details window<br />

Rolta TUSC CONFIDENTIAL<br />

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Attribute Sets (contd.)<br />

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Copy Feature for Attribute Sets<br />

� Use the Copy Attribute Set dialog box to copy and<br />

rename an attribute set<br />

� You can copy either a default attribute set<br />

included with an <strong>RXi</strong> report, or an attribute set<br />

that you previously defined for the report.<br />

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Rolta TUSC CONFIDENTIAL<br />

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Customizing Attribute Sets<br />

� Customize the Attribute Set that you copied<br />

earlier<br />

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Rolta TUSC CONFIDENTIAL<br />

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Customizing Attribute Sets<br />

� Register Columns<br />

� List of all columns that are available for this report<br />

� Available Columns<br />

� The Available list box displays all columns that are<br />

available for this report but not currently included in<br />

the report output of this attribute set<br />

� Displayed Columns<br />

� The Displayed list box displays the report columns<br />

that are included in the report output of this<br />

attribute set.<br />

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Rolta TUSC CONFIDENTIAL<br />

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Customizing Attribute Sets<br />

� Register Columns<br />

� List of all columns that are available for this report<br />

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Rolta TUSC CONFIDENTIAL<br />

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Customizing Attribute Sets<br />

� Each column is an attribute in a given attribute<br />

set.<br />

� Most of the customization effort is focused on the<br />

column designing and formatting.<br />

� Column designing is modified in the Attribute Set<br />

window<br />

� Column formatting is modified in the Column<br />

Details window<br />

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Rolta TUSC CONFIDENTIAL<br />

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Column Details Window<br />

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Rolta TUSC CONFIDENTIAL<br />

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Column Details Window<br />

� You can optionally modify the column specific<br />

formatting attributes such as<br />

� Title<br />

� Length<br />

� Ordering<br />

�� Precision<br />

� date<br />

� number format masks<br />

� currency code<br />

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Rolta TUSC CONFIDENTIAL<br />

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Summary Details Window<br />

� Use the Summary Details window to define<br />

columns as summary columns in a report.<br />

� A summary column is a column whose values are<br />

either summed or counted.<br />

� The report summary levels are:<br />

� Page Total Sum - The sum or count of records on<br />

the current page.<br />

� Running Page Total - The sum or count of records<br />

up to and including the current page.<br />

� Previous Page Total - The sum or count of records<br />

up to but not including the current page.<br />

� Report Total Sum - The sum or count of records in<br />

the entire report 18<br />

Rolta TUSC CONFIDENTIAL<br />

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Summary Details Window<br />

� Summary Detail button is enabled for amounts columns.<br />

� Count Detail button is enabled for all columns<br />

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Rolta TUSC CONFIDENTIAL<br />

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Secure <strong>RXi</strong> <strong>Reports</strong><br />

� Use the Report Security window (under Tools<br />

menu) to assign the customized attribute set to<br />

the desired Responsibilities.<br />

� The customized attribute set can be assigned to as<br />

many responsibilities as you want depending upon<br />

the requirement.<br />

� After a customized attribute set is deleted in the<br />

Attribute Set window, that set does not appear in<br />

the LOV during the report submission for any<br />

responsibilities.<br />

20<br />

Rolta TUSC CONFIDENTIAL<br />

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Attribute Set: Page Setup<br />

21<br />

Rolta TUSC CONFIDENTIAL<br />

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Attribute Set: Default Format<br />

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Rolta TUSC CONFIDENTIAL<br />

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Secure <strong>RXi</strong> <strong>Reports</strong><br />

23<br />

Rolta TUSC CONFIDENTIAL<br />

Assign the<br />

customized<br />

attribute set to<br />

the desired<br />

Responsibilities<br />

23


<strong>RXi</strong> <strong>Reports</strong> Printing<br />

� There are two steps involved in generating an <strong>RXi</strong><br />

report:<br />

� Run the <strong>RXi</strong> report to extract data to the temporary<br />

interface table.<br />

� Run the Publish RX <strong>Reports</strong> concurrent program to<br />

print the extracted data with the attribute set and<br />

output format that you want.<br />

� The <strong>RXi</strong> report and Publish RX <strong>Reports</strong> concurrent<br />

program can run together in one step, depending<br />

on the setup of <strong>RXi</strong> reports and concurrent<br />

program<br />

24<br />

Rolta TUSC CONFIDENTIAL<br />

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<strong>RXi</strong> <strong>Reports</strong> Printing<br />

25<br />

Rolta TUSC CONFIDENTIAL<br />

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<strong>RXi</strong> <strong>Reports</strong> Printing: Text output<br />

26<br />

Rolta TUSC CONFIDENTIAL<br />

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<strong>RXi</strong> <strong>Reports</strong> Printing: HTML output<br />

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Rolta TUSC CONFIDENTIAL<br />

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<strong>RXi</strong> <strong>Reports</strong> Printing: CSV output<br />

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Rolta TUSC CONFIDENTIAL<br />

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<strong>RXi</strong> <strong>Reports</strong> Export to Excel<br />

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Rolta TUSC CONFIDENTIAL<br />

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Limitations of <strong>RXi</strong> <strong>Reports</strong><br />

� Cannot use Descriptive Flexfields<br />

� Page setup and print settings are often resolved<br />

through trial and error<br />

� Output types limited to Text, CSV, TAB delimited<br />

and HTML<br />

�� Cannot add columns to Register Columns list<br />

30<br />

Rolta TUSC CONFIDENTIAL<br />

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&<br />

Questions?<br />

Feedback?<br />

31


Thank You<br />

dasp@tusc.com<br />

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