- Header and footer sections.
- Type of detail section that best meets the business requirement. (you can add more detail sections to the report template after you complete the initial design and quit the Director.)
- Select the appropriate business view to fetch the required data. ie ( Select the Business view fields that you want to include in the detail section layout and how to sort those records based on the elements that you select, the Director creates a report template and opens it in Oracle’s JDE E1 Report Design Aid (RDA). You can then use RDA to format the data, enhance the report, and add additional detail sections.)
- When you create an application report, the Director uses templates to guide you through the design. Director
- Detail section type: Columnar | Group | Tabular Sections
- Business view
- Processing options
- Data selection
- Data sequencing
- Smart fields
- Drill down
On the welcome form of the Report Design Director, you can select from these section options:
- Report header : Creates an empty section that must be completed manually.
- Page header: Creates a section that can be populated automatically by the system or entered manually.
- Columnar :Creates a detail section that provides a columnar format that includes column headings with rows of data.
- Group: Creates a detail section that provides a free-form layout that enables you to place fields exactly where you want them.
- Tabular: Creates a detail section that provides a columnar format with additional features that are unique to the tabular section type.
- Application Reports: Creates a detail section that uses Report Director templates. The system displays Financial Reports as the default template. Use the drop-down list box to select from available Report Director templates.
- Page footer: Creates an empty section that must be completed manually.
- Report footer: Creates an empty section that must be completed manually.
Steps to Create a Columnar Report with the Director
The sample columnar report below, used for an annual salary review, was created with the Director. It is based on the business view V060116A - Employee Master, and it uses the following columns from that business view:
- Address Number
- Name - Alpha
- Business Unit - Home
- Pay Class (H/S/P)
- Date - Original Employment
- Rate - Salary, Annual
A columnar report format was selected for this report because, being no more than a straightforward listing, the information is best displayed in rows and columns of data. Furthermore, because no columncalculations were required, a tabular report
format was not needed.
. To create the example columnar report
1. Launch the Report Design tool.
2. On Report Design, choose New from the Report menu.
3. On Create New Report, fill out the form as illustrated below, and then click OK.
Enterprise Report Writing
Note that the text you enter in the Report Name field appears on the left side of the page header and that the text you enter in the Description field appears in the center of the page header under the company name.
4. On the Director’s Welcome form, choose Page Header and Columnar, and then click Next.
5. On the Page Header Details form, click Next.
6. On the Business View Selection Option form, choose I’ll Find a Business View Myself, and then click Next.
7. On the Director’s Select Business View form, search for and choose the V060116A - Employee Master business view, and then click Next.
8. On the Section Layout form, use the horizontal arrow buttons to select the following columns and move them to the Select Columns column:
•Address Number
•Name - Alpha
•Business Unit - Home
•Pay Class (H/S/P)
•Date - Original Employment
•Rate - Salary, Annual
9. Ensure that the columns are ordered as listed above. Use the vertical buttons to change the order of the selected business columns, if necessary.
Note the correlation between the order of the columns on this form and the order of the columns on the report illustration.
10. Click Next when the selected columns are arranged as shown.
11. On the Section Data Sequencing form, use the horizontal arrow buttons to select and move the Name - Alpha column to the Selected Columns column, and then click Next.
12. On the Define Sort Properties form, ensure the sort arrow points up (to alphabetize the report in ascending order by name), and then click next.
13. On the Section Data Selection form, click Next. (No data selection was defined for this example.)
14. On the Director’s Finish form, click Finish.
Report Design appears, displaying the report you just created.
15. Click Save to save the report.
16. Click the Preview tab to see the report. It should look similar to the sample report illustration at the beginning of this section.
. To save a report
On Report Design, perform one of the following:
•From the Report menu, choose Save
•Click the Save button on the toolbarSteps to Create a Group Report with the Director
The sample group report below was created with the Director. It is based on the business view V41021E - Item Location, Item Master Join, and it uses the following columns from that business view:
•Location
•Item Number - Short
•Primary Location
•Category G/L
•Quantity on Hand - Primary units
•Quantity on Backorder
•Business Unit
Additionally, the report displays items from Business Unit 27 only.
To create the example group report
1. Launch the Report Design tool.
2. On Report Design, choose New from the Report menu.
3. On Create New Report, fill out the form as illustrated below, and then click
OK.
Note that the text you enter in the Report Name field appears on the left side of the page header and that the text you enter in the Description field appears in the center of the page header under the company name.
4. On the Director’s Welcome form, choose Page Header and Group on the Welcome form, and then click Next.
5. On the Page Header Details form, click Next.
6. On the Business View Selection Option form, choose I’ll Find a Business View Myself, and then click Next.
7. On the Select Business View form, search for and choose the V41021E - Item Location, Item Master Join business view, and then click Next.
The Director’s Section Layout form appears.
8. On the Section Layout form, use the horizontal arrow buttons to select the following columns and move them to the Selected Columns column:
•Location
•Item Number - Short
•Primary Location
•Category G/L
•Quantity on Hand - Primary units
•Quantity on Backorder
•Business Unit
9. Ensure that the columns are ordered as listed above. Use the vertical buttons to change the order of the selected business columns, if necessary.
Note the correlation between the order of the columns on this form and the order of the columns on the report illustration.
10. When the selected columns are arranged as shown, enter a 3 in the Number of Columns field, and then click Next.
11. On the Section Data Sequencing form, use the horizontal arrow buttons to select and move the Location and Item Number - Short columns to the Selected Columns column.
12. Ensure the columns appear in the Selected Columns column as indicated in the figure below. In this way, items on the report will be sorted first by location and then second by item number.
13. Click Next when the selected columns are arranged as shown.
14. On the Define Sort Properties form, ensure the sort arrows point up (to alphabetize the report in ascending order in both categories), and then click next.
The Director’s Section Data Selection form appears.
15. On the Section Data Selection form, fill out the grid fields as follows:
•Left Operand - BC Business Unit (F41021)
•Comparison - is equal to
•Right Operand -
When you double-click
16. Click the Single Value tab, enter 27 in the Business Unit field, and click OK.
Steps 15 and 16 limit the report to displaying records associated with Business Unit 27 only.
17. On the Section Data Selection form, click Next.
18. On the Director’s Finish form, click Finish.
Report Design appears, displaying the report you just created.
19. Click Save to save the report.
20. Click the Preview tab to see the report. It should look similar to the sample report illustration at the beginning of this section.
. To save a report
On Report Design, perform one of the following:
•From the Report menu, choose Save
•Click the Save button on the toolbarSteps to Create a Tabular Report with the Director
The sample tabular report below was created with the Director. It shows the total amount in outstanding purchase orders for each business unit in a company. It is based on the business view V4311A - Purchase Order Detail Browse and it uses the following columns from that business view:
•Business Unit
•Order Type
•Amount Open
The report is organized by Company and displays item names. Also, it is filtered to display only those purchase orders (as opposed to items ordered by other methods such as purchase requisitions) for stocked parts that have a balance and are not yet closed. While this stipulation might seem obvious, you must plan for and define this filter when you set up the report.
A tabular report format was selected for this report because of the automatic totaling and Display Column features of tabular reports.
. To create the example tabular report
1. Launch the Report Design tool.
2. On Report Design, choose New from the Report menu.
3. On Create New Report, fill out the form as illustrated below, and then click
OK.
Note that the text you enter in the Report Name field appears on the left side of the page header and that the text you enter in the Description field appears in the center of the page header under the company name.
4. On the Director’s Welcome form, choose Page Header and Tabular, and then click Next.
5. On the Page Header Details form, click Next.
6. On the Business View Selection Option form, choose I’ll Find a Business View Myself, and then click Next.
7. On the Select Business View form, search for and choose the V4311A - Purchase Order Detail Browse business view, and then click Next.
The Director’s Section Layout form appears. Note that the Director has added a Description column for you already.
8. On the Section Layout form, use the horizontal arrow buttons to select the following columns and move them to the Select Columns column:
•Business Unit
•Order Type
•Amount Open
9. Ensure that the columns are ordered as listed above. Use the vertical buttons to change the order of the selected business columns, if necessary.
Note the correlation between the order of the columns on this form and the
order of the columns on the report illustration.
10. Click Next when the selected columns are arranged as shown.
11. On the Section Data Sequencing form, use the horizontal arrow buttons to select and move the Order Company (from table F4311) and 2nd Item Number columns to the Selected Columns column. Ensure that the columns are ordered as shown below, and then click Next.
Note that this report is sorted on business view columns that are not included for display in the report.
12. On the Define Sort Properties form, ensure the sort arrow points up (to alphabetize the report in ascending order by name) and that Level Break is selected for both business view columns. Then click next. Making these two columns level breaks ensures that the Description Column displays properly and that the system displays totals for open orders each time the system displays a new record.
13. Filter data to appear on the report as follows, and then click Next. Note that each succeeding line of the filter is connected with an And operator. You must use And in this case because every data item must meet all of the criteria to be included in the report.
•To include only purchase orders with a balance:
•Left Operand - Amount - Open (F4311)
Although you select Amount - Open (F4311) from the drop-down list, the item appears as BC Amount - Open (F4311). BC is a code that indicates the item is a business column.
•Comparison - is greater than
•Right Operand -
Note that you cannot enter a value of zero as a literal value.
•To include only purchase order items (purchase orders in the F4311 table are indicated by the code PO):
•Operator - And
•Left Operand - Order Type (F4311)
•Right Operand - OP
OP is a literal value. To insert it, select
•To include only open purchase orders (indicated in the F4311 table by
any code except 999):
•Operator - And
•Left Operand - Status Code - Next (F4311)
•Comparison - is not equal to
•Right Operand - 999
999 is a literal value.
•To include only stocked items (indicated in the F4311 table by a code of S):
•Operator - And
•Left Operand - Line Type (F4311)
•Comparison - is equal to
•Right Operand - S
S is a literal value.
14. On the Director’s Finish form, click Finish.
Report Design appears, displaying the report you just created.
15. Click Save to save the report.
16. Click the Preview tab to see the report. It should look similar to the sample report illustration at the beginning of this section.
2 comments:
good job bro, Nice articles.
Hello... Thanks for the information about how to create a report in JDE. I would like to know how create a report with diferent source of data and the structure of the database. Ie, the relationship of the tables.
Thanks for your help
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