How to Create a Tabular Report

Overview
Tabular reports are the most common type of report. This is a simple X-Y axis report that lays information out in a simple easy to read format. This section will explain how to make a tabular report, as well as contain link to examples near the end.

Procedure
Step 1. Access the Custom Report Wizard

To begin creating a new report select the Report tab, then in the left side menu click the link for "Reports" in the "Manage Reports" navigation folder. This will display a full list of existing custom reports as well as give you the option to create a new one. To begin this process select the New button.



Step 2. Define Report Details

After you select the new button you will be presented with the report detail entry screen. It will look similar to below



Here you will want to define some details for your new report.

Field Name Description
Report Name Enter what name you would like to label your new report as. This will be the name that is displayed within your billing application. 
Entity Name As described earlier in this article, here you will want to define what entity your report is related to. For example to create a report listing all accounts with appropriate details, you would want to select ACCOUNT as the entity.
Report Position This drop-down menu will allow you to place the report link anywhere within the application. Select the drop-down to display a list of your application hierarchy. Remember that each application may differ depending on your implementation, but you will notice the drop-down menu will reflect the structure of your specific environment.


Once you have these details specified select the next button to continue.

Step 3. Define Report Fields and Filtering Options

After continuing the next page will allow you to select which fields to display in the report and what fields you would like to be able to filter results by. The form will look similar to below.



Report Fields: In the Report Fields table you will be able to select which fields are generated and included in the new report every time you run it. Select the cell under the Entity Field Name column to display all options. Select which field you would like to include using the object reference model. Next to that cell under the Override Label column, type what text you would like the column in the report to be labeled as. As common throughout the application use the green "+" and the red "-" to add or delete rows.

Field Name Description
Field Name Use the object reference field to select a field to include in your report using the object reference model. Note that you can also use functions and basic PL/SQL operators such as '||' to string data together under one column. For example, the value '$' || {!InvoiceObj.GrandTotalAmount} can be used to append a $ symbol when the report is generated.
Report Label In this field you can define how you would like the column to be labeled in the actual report.
Summary Function  Use this dropdown to perform actions of the column, particularly when aggregating data. This should only be used on fields that are strictly numerical. The options will be:
  • AVG - Average, this will average all fields for this column.
  • COUNT - This will count all the records for the field in this report.
  • COUNT DISTINCT - This will count unique fields for the column in the report.
  • MAX - This function will return the highest value from the column.
  • MIN - This function will return the smallest value from the column.
  • SUM - Use this to sum the selected field.
Pivot Do not use this field for a tabular report. This will only be used for a pivot report.
Hidden Select Yes/No if the column should be hidden or not.
Sort Order Select from the dropdown the priority for sorting.
Sort Direction Select ascending or descending to determine the direction of sorting for the selected field.
Format Result

Use this field to format the results of an aggregated report. This is only applicable when the Summary Function is used. Otherwise, any value entered here will be ignored by the report.

For example, if the COUNT Summary Function is used, this can be used to introduce additional text on the aggregated result such as the sample formula below:

{!InvoiceObj.BillingProfileObj.AccountIdObj.Name} || ' has ' || :field || ' invoices.'.

In this example, the column will have something similar to 'My Account has 25 invoices.' displayed under the column when the report is generated.


Report Filter: The report filters are where you will define how to filter your report contents. Select the cell under the Entity Field Name to select which field you would like to be able to filter. For more information, refer to the table definition below. Note that date filters are entered separately from non-date filters. Refer to the table header to know what fields are allowed under each table entry type.

Field Name Description
Field Name Use this drop-down the select which field to filter by. These fields are determined by the entity selected in the previous step.
Report Label Use this field to set a user friendly name that will display on the UI.
Condition  Select the condition for filtering the results using your field.
  • NOT NULL - This will filter results in which the selected field in not blank or empty.
  • NULL - This will filter results in which the selected field is only blank or empty.
  • EQUALS - This will give a an empty field on the search form to complete, only records with the field that match your entry exactly will be displayed.
  • STARTS OR ENDS WITH - This will only show records with the field that starts or ends with your entry.
  • NOT EQUALS - Only records that do not match your entry will be displayed.
  • GREATER THAN - To be used with numerical fields, this will only show records that are higher than your entry.
  • LESS THAN - To be used with numerical fields, this will only show records that are less than your entry.
  • DOES NOT START OR END WITH - This will compare the field to your entry, if your entry matches either beginning or the end of the field, the record will not be displayed.
  • NOT IN - This will compare the field to your entry, if the field contains your entry the record will not be displayed.
  • IN - This will compare the field to your entry, if the field contains your entry the record will be displayed.
  • STARTS WITH - This will compare the field to your entry, if the field begins with your entry the record will be displayed.
Default Value If you would like a value to be displayed by default, enter this value here.
Required Here you can select yes or no, which will determine whether or not the field will be required to run a search.
Linked Filter This allows the selection of a previously defined filter on the same report in order to use the same data that is entered by the user when evaluating this filter. This allows a single entry of the data when the report is generated instead of having the user enter the same information more than once.
Hidden This indicates if the filter is hidden. This is normally used when the filter is supposed to be defaulted to a particular value. This is also defaulted to Yes if the Linked Filter is used.

The Filter Logic field will allow you to determine custom rules for the filters.  The order is sequential with the rows in order, starting with the non date filters.  For example if you have two non date filters and you want to show results that match any of the two criteria, you would enter "1 or 2" in the filter logic field.  Date field start after non date fields.  If you have two non date fields and 1 date field, and wanted to perform the same logic as above but requiring the date field, you could write that as such "(1 or 2) and 3".

Select the Next button to continue.

Step 4. Define Report Permissions

The last page will allow you to select which types of users will be able to view and run your reports. The permission selection screen will look similar to below.




Under the Execute column, next to the appropriate user type, select yes or no depending if you want that particular user to have access to the new report. Once you have your permissions set, click the save button to submit your new report. Finally head to the location you placed the report in the first step and confirm the report functionality.

Tabular Report Example
Please see the tabular report example for a full walk-through of creating a functional tabular report.
Tabular Report Example

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