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Step by Step - Create Report Webi

Create Report Webi - Step by step -

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Step by Step - Create Report Webi

Create Report Webi - Step by step -

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rvazs
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© © All Rights Reserved
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2eyosi2024, 14:46 (Creating Custom Repors - BusinessObjects rate Agus Insight User's cule meus Enesent Hos oak antes const us e oo Malad Prevost 12 Creating Custom Reports - BusinessObjects In adcton to the proforma reporting requirements. standard reports, Argus Insight provides the Report Writer tool that you can use to create custom reports for ad hoespecal Report Weer is used to create a custom report by dec selecting data mat elds and app}ing fiers on them, The epot output canbe displayed ‘rious layouts and canbe saved in le formats, such as PDF, XIS, or CV. “This chapter which explains howto use the custom report oo includes the flowing tpi + General Report Wier Information + Creat 2 New Report General Report Writer Information In this version of Argus Insight, Report Wier uss the features of BusinessObjects to let you crete custom reports by cre selecting data mart flss and veweng the customized results (report output. The Report Wier interface provides a Ist of eatabase elds organzed in a tre structure. To create a reper, expand the trees corrzponcing tothe required databace fads and selec he fis tobe displayed as celui in your report. (Once you have created your repert, you can et the report, change the report layout, un the report mn speci formats, and save the repo. Note: ‘When you fish using te Report Wher to crest, edt and save custom reports, you must og out ofthe BusinessObjects application. IF you donot logout of BusinessObjects but you do logout of Agus Ins ht, ancther use ogang in to Argus insght has acces to BusinessObjects wth your user credential, The system coes nt promot the new user to logon to BusnessObjets. Creating a New Report To start Report Wier and create 8 new report 1. Navigate to Reports, Report Writer and select New, The BusnessObjecsIveViw logon window opens. 2. Ente your user name and password, nd elk Log On. The home page for BusinessObjects InfoView opens 3. lick Document List 4. Open the New menu ad solet Web Tnteligence Document. 5. Ser hough the Ist of universes and select Report Writer. “The BusinessObjects XI report panel opens. Inthe let frame, the Dat tab sts al the leds that you can use asthe tering erin for cats analy The Fels tat you select hee ae splayed a columns in your report output nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 1120 avosr024, 44s 0 os i on Creating Custom Repors - BusinessObjects BsiGiwien oy io etna earn 4 fen moncneonoe 4 Seen ton pers 4 feoncunesy 4 Seton 4 end sees tr & fauna 1 eartomterrcom anne fikentes-cton nantes ratory esas ster arenes re aaron once al i 6. Expand Report Writer and then expand the Case Series flder Selec the active case sries tr before selecting data mart fldsfor your reper. This prevents Report Wrter fom querying the entire data mart and slowing down the report output generation, ‘Toview the active case sere, navigate to Case Series, Open Case Series, anc select Active in Argus Insight ‘To make a dierent case series active, navgte to Case Setles, Open Case Serles, an select Library in gus Insight. When the CASE SERIES LIBRARY page opens, select the case sares you Wart to make ate ard click Make Active. 7, Bre anc drop the Active Case Series Filter into the Query Firs panel. The selected iter appears in the right frames nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 2120 2eyosi2024, 14:46 (Creating Custom Repors - BusinessObjects [rome oocunent us| Open ~ (Mew web iteligence Document. TE © Ble ieteany « extet He ewer a Lo etl Srey Beery ty am Ova secs Seer Hap rterences| i £8, Selec he data mar feds to Include in your reper a allows 2 Bopand Report Writer, hitps:ldocs oracle. comied39523_01/doe. 02/¢3B588/eusvepertsbo.him sr20 28/05/2024, 14:45 Creating Gustom Reports - BusinessObjects DM) B- |fPiettanesy ene ene BE eon oi [revectins |= “OTE eee il 6 Seon cnetenome 4 enn ero 4 ennonnegensty {Sonar 4 eter at stones oan qi SS hones Coto ws SS heres Fotenan 1 ht: toed ns ton orton: eres 1 hetonCs eomrt 15 tate Covms ran ES tenon tessan bot Conse EE bere beh rem fSiece: cameo Si eare. tees SS bore: bee onan 2 Liecre- trees | Gece pocser Ce ia sl ‘Gomer aee Cs ears = ». Salet te les, as approprate ‘WARNING! 1f your report consis of els from the Event and Produc tabs, wl only splay cat for tose cases where event assessment has been dane. Ths i because event assessment isthe only way af defining relationship between an evan and a produc. «Drag and drop fos rom the Report Wier pancinto the Result Objects para nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 4120 2ay0si2024, 14:46 (Creating Custom Repors - BusinessObjects et acon: es | case Series Crt lan Activites - Routing Log GH fan] Add Info - Notes and Attachments A fin] Additional Information - References Gein] Analysis - Case Assessment Ge fin] Analysis - Comments and Narratives ip Analysis - Regulatory Reports [Case Series of Case Series Criteria Case Series Name @ Case Annotation cece °F Display Latest Data °F Active Case Series Fiter °Y Case Series Fiter e- Events - Death Information (fi [aaj Events - Diagnosis Event Ge lan) Events - Event Assessment lin] Events - Event Information (H(i Events - Hospitalization Info. tla) Events - Imputabilty Ei) Events - Primary Event Ge [in] General - Case Classifications Ge lin] General - Case Follow-up fia] General - General Information Gein] General - Literature Information G2 [gp General - Reporter Information e fin] General - Study Countries Reportwriter a 2 (i Activities - Action Items 2 (i Activities - Case Closure 2 (iy Activities - Contact Log 1 Active Case Series iter nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 5120 2eyosi2024, 14:46 (Creating Custom Repors - BusinessObjects (select multiple elds, hold down the CTRL key and selec the felt. Then drag the fed entities to the report output area(s the right panel, fo delete & column from the report output, rght- Gress te] footw ek || QOH | O}| + Serena a saw torn] fT __ Ll ae Report Title 0308 cvs Ok ARR |e) ol [a = 1 ened anaerade ett z Editing Reports Te access the repateting options proviced by BusnessObjecs, select Edt Query. The repr editing options lt you contol what data appears in Your reper-as well ag how tis formate, calubte, and srtd. None ofthe est operation you perform are stored in the databace, hitps:ldocs oracle. comied39523_01/doe. 02/¢3B588/eusvepertsbo.him 6120 2eyosi2024, 14:46 (Creating Custom Repors - BusinessObjects en Web inteligence Document 2 Hea cary) eat ep BIBS Gewny 9) = = || [scam tnbe| [¢ credere|\ervine cone] ‘Bia Gtr ey Soe al leconatonay 2 Filtering Data To use the fitering option to reduce data in your repr: 1. Che Eat Query to view the Data tab (objets) and the Resut Objects panel 2. Expand Report Writer in the Data ta, (Game Dreoment Lit | Open = oon Help Fefrnces [esc intetienc Document — Bl =| > |giecauey extent 2 ange BSS Baten 9 mJ as [Peps fesboires [ TB | orate ee rateenat sec chariot ada [ere Fosecroes Foe Spee tet ‘Someibeaeas 7 Qoep heres I Frowys a 3, Drag and drop the data fl from the Data tab into the Result Objects panel hitps:ldocs oracle. comied39523_01/doe. 02/¢3B588/eusvepertsbo.him 120 22y0si2024, 14:46 (Creating Custom Repors - BusinessObjects fem Oia Acoetante ¢oxptee| rant cence J omer ons yen ptertcan mene seco Foret Cont Orton (eerrise “yee Pracicents wee. DSR 5, Select the aperator type rom the crop-down It For example, f you Select Tn ita the operate the iter istinied to any ene ra ofthe values defined in the It. nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 8120 22y0si2024, 14:46 (Creating Custom Repors - BusinessObjects Dm es ERE coe 4 tam ee Fe eee 4 Pett 4 toes 4 tbowes 4 owes A tbowts A tbowe = Perk cache int Freese | onto mest Gemertane'Eoats lest Eato {6, Clee the on next to the tet fl to select the vals assocated with the selected operat, ‘Gust Pers 1 Paiene ender Inet | alos) rom et Prompt 7, Define the value by selecting the trm/word to be used 8 8 fiterng criterion, Intps:ldocs oracte.comfewE39623_01 doc. 702I638588/custeportsbo.him 9120 220512024, 1446 Creating Custom Repors - BusinessObjects (Yet aet er Remake Tansy Sd ar (ver oae ny ain PR Fe gereaen Be 8, Click OK to confirm the acon. The Query Filters pare refreshes automaticaly to splay the complete tering cteron, oe W- |FesR eH caveeae Eis Ger oe Des Peatee [Fetcts 98, Click Run Query to execute the query. The example nthe folowing Hstretion shows those cases that have been fered and line to female patents. For each female patiert, te report nudes the case number and whether the patient overdosed nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 10120 2ay0si2024, 14:46 (Creating Custom Repors - BusinessObjects saree Brmaey | B)| o- BEE Gatton ol fearon TxR] Be] soem eyes Bax 4 trnhetaarenn? 4 tutent a 4 foe 4 Foto 4 Faction 4 ean rod 4 tenn 3 aon 4 tren 4 thank om 5 handsome <4 Saye — Sosa owe Cater ae nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 120 2310812024, 14:45 retin Custom Reports - BusinessObjects Repeat the proceure to add nen data fs and fitting cretion, and then exec the quer Sorting Data To change the srt order in your repr: 1. Mi your report 2. Select the clumn velues that you Want to sot forthe report output. The selected column i hilt. 3. Rohn oat cel ofthe select ok, 2) ||) | Pie ony RE Sew) 9 OA abn) F AA om) So ashe Brera fea op MP 7 vidio ns -£ IS i= - ime aaa [endo [reer] ale ' ip mute rdrerbaaret Report Tile uso | ge somo | le maainnaw [stein sooeusocoo1e 4. Clk Sort and then select the required sorting option, For example, you can select an ascending or descending sort order. The system refreshes the report and displays the sorted output Summarizing Data Use the predefined summary optons to calculate the total, count, maximum, minimum, average, an percentage ofthe values in columns of your reports ‘The summary options avalable to you depend on the type of dat in the column you want to summarize, For example, you can only use the Court option it Your column contains tet date wheress you can use ttl, maxomum, minimum) or average options ifthe column conta numeri dat. To summatie data: {Inthe Report Title section, cick the column that you want to summa, The elected colar is highlights, nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 1220 220512024, 1446 (Creating Custom Repors - BusinessObjects 2 | <3) | B- | goes con ena itor 2, Cee the Insert Sum lon inte tolbay, end select the required summery option from the It Fr example, count vere, min, max, or percentage, ‘The options available depend on the type of value inthe column you selected 2 =| <9] | EL- | es omy Tear] Bw #9 OAld ay 8a -[n [eae pa ft _gigl? va - — : [= = i repr | em Te cena J a + tie 3... “The report output displays the column summary athe Bolom ofthe report ‘To remove surmary information, right-clck te cll tat has the summary Infoemation, select Remove, an then select the appropriate option rom the Formatting Data in Reports ‘You can use predefined formats to change the appearance of text, numbers, curency, cates, and times n your report Formatting does not cxange the ncerving data. Table 12:1 cescrbes the avaliable formating options. Table 12-1 Formatting Options for Data in Reports Format Description Dette “he cte feat sth omat of te eps tar Beers ay oat Is appa, Ue deals rerove ormatna ‘Use the umber feat tm change De umber of dma aces, Spacty wheter to use a Wawsands separate, to chose eee sb to epesrt negative nutes ado sale bre ribs. nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 13120 22y0si2024, 14:46 Creating Custom Repors - BusinessObjects Format Description Corengy ‘ou can cheese fom mary worl evens, se altar the caren symbol ofthe wianatinal cde Fer ample he curare soar tre ers € are nterraoral codes EUR Tn acon, you cn change the number of calla, spat wither to we 8 ousand pra, cose ret samba ta represent negeive mbers and to sce lage numbers Dat and Tie "Yu ean aoe rom tof date ee tine Yorn lag the 2a 25 Pau ok Ben Yeu can eho rom the le wl “Te change the format ofthe data in a report: 1. Display the repo: cutout. 2, Cl within the heace of re cakuma tat you want to format, The selected column is highkghte, 5: Right-click the highlighted column, selet Format from the menu, and then select the appropriate option from thei Mee Web ntetigenee Docent Dasma. let Seite Bah) 9 Odeo vB EL s mnB + Ge) Ro | Eos fh Be 2 mia ES es saausnoaoy| oT i A reat ‘sausneaoy| ® Femse reba on > 4, Set the data format props from the Properties lab, 2s appropri 5, Click OK. The report outputs refreshed and cspays te formatted data, Turning the Report Layout ‘To access the roport layout options for BusinessObjects, use te Turn To context menu option Te layout options let you change the appearance of your repens without changing te underlying data. For example, you can convert your eport into a chart or group the report nt cossab column headers “This section describe the basic yout operations For dete information, see the documentation supplied with the your BusnessObjecs products ito a Table or Chart Totum the report layout int a table or chart: 1. Deploy the report 2. Right-lk the report and select Turn To from the context menu. The Tu To alg box opens. nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 14120 20)8'2026, 446 Creating Custom Reports -SusinessObjecs 2G -| [08 + Meson erie Fwd CAT fas aia wa iain cer [loan ne Tes] Eb i banegrer bared saaousonood) Heine ¥ Grane Pept 3. Selec he appropriate tab and the appropriate option depending on the typeof report frmat you wan. You can select an option from one ofthe folowing tabs: © Tables © Barat © Line Chart © Area hare © Pe chart © Rader Chat 4. Clk OK. The reper output refreshes and splays inthe selected layout. Fr example: nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 15:20 22y0si2024, 14:46 Creating Custom Repors - BusinessObjects EEE trarone ma oor ly “raged: Ahab ocr = Papert Saving and Accessing Reports Use the Save mana option to seve te reports you creat by using Report Wes You can save your reports in ether Personal or Public folders ‘The reports you save are not a snapshot ofthe data csployed in the report output. Instee, the system stores the spec st of nstructons (date mar elds you select) for extracting data frm the cata mart when you run te report. Fr example, fyou run a report that you saved a week ag, the data nthe report refets any changes inthe data mart asa result of the ETL process. Saving Reports To save a report: 1. Click the Save icon inthe toobar The options for savin the report appease & ame | oocumene st | open «| Sino « DS =] Ml lessen neat TE y+) 81 cee ten 1: ‘You can save the rear in Microsc Excl, Adobe PDF SY, and CSV (with options) Formats. 2 Cck Save as to save te report on your sytem. The Save Document dialog box opens. nps:iidocs oracle comledIE30825._0tidoe.702Ie38688/eustreportsbo.him 16120 2eyosiz024, 14:46 (Creating Custom Repors - BusinessObjects “she state 5, Ener a ame forthe report nthe Name fe 4. Select to spect the Inction where the report needs tobe saved © Selec the Public Folders, Report Writer folerf you want all users to beable acess the reer. © Select he My Folders, Favorites folder you want to save the report as a personal document 5. Clk OX to save the repr inthe leeaton you species Accessing the Report Writer Library To access the repots you save inthe My Favorites folder, navigate to Reports, Report Writer, New, BusinessObjects InfoView home page, and hen select ‘My Favorites. You cn acass the saved repr fram the folowing page: The Reports, Report Writer, Library manus no longer avalable in Argus Insight Right-click report and select Moy to ecta saved report. The reprt opens in the BusinessObjects XI web intligence interface. fer you et the repr, ‘you can save it by another name by Using the Save as option in the Save menu Using SMQs in Report Writer you select 8 Sma, the system dplays lhe cases based on thet SMO. ‘To.use SMQS in Report Wer: 1. Navigate to Reports, Report Writer, and select New. The BusinessObjects IneView logon window opens. hitps:ldocs oracle. comied39523_01/doe. 02/¢3B588/eusvepertsbo.him 1720 2eyosi2024, 14:46 (Creating Custom Rapors - BusinessObjects Creasey Log On to InfoVie prefer Navigate Personae eye aie Oi Lt a ep len page ye a oe, vin aay Foores Tm ox ‘Discos, 2. lek Document List. 4 Open the Naw menu and select Web Intelligence Document. ica Fame | Docent Uist | Open = eS news| SM] [W_delepradtpresteanen Lye] Webinar eae 2 reel 2 pe a The folon/ng page opens: hitps:ldocs oracle. comied39523_01/doe. 02/¢3B588/eusvepertsbo.him 18120 2eyosi2024, 14:46 8 8. (Creating Custom Repors - BusinessObjects (Game Decent Lit Open + cen To [et Intetinence Dociment= New Document TD Uowerse = Decriton © complonce unsere ‘Ths unvrs sud forall Conplnce stn Repars and Reprtng Dasibvardof args neg. eas: Argus MSMR 6, Aue 8 contraven ‘hes uve sured forall Conigwesien Stared Reprs of Agus st Release; Agus ht 6.0. thor = Ore Carperatian A eee ‘The vnvess gute for dpnyng te cm on Coverage Hanger ond Feta Sart Reports nd Daetboore qs we Tr unerz cured by 6 cber rama VC PU aac, 2V~Detal,PY Caner loro md apatng Campane ® Corperton © enchion Fach rea oa Warehouse crentad 14 Oe 1998, wed 3 Apri 2002, 8,004 ro fact le. Vergon 6. 8 eFachen feton etal ona Warehouse tad 1¢ oc 207. 6900+ row facta, Verson 13 ld Reso aketg nner rr the Marztng depart. Upatea 3A 202 Versen 5.0 Slaw Racor Maketng nner the Marto deparenent.Upated Ober 4, 2007. Veron 13 BManagerect Uoverse ‘Te wives suse forall Maragerent Standard Rapurts td Exes Oosboard of gus i Rls: Aus lh 60 uk © Poe coupince "Th unvees sued forall arno Cngone Sanco Reon frit SO elas Argos elt itor > Oracle cmpr jg Report comerten Too Aut Repocurcer ‘Ts unvrse suse fr Raps tera Agus RE. Rekase:AQHS S.A Ora Capen (DSRS Clk Report Writer lk the Data tab. Navigate to Events - Event Informati 2M - |) GYD cree ennary | Bi] 9 DE Pesca gm) fi ca nc vet ao og fe mney Cy fre rpedromshe re ghee eu Tem ee fem cae ie heen Ere aha encase (Da ee Coat nace on, and crag and drop Event SMQ (Broad) into the Resuk Objects panel, ilies Tea Ti =] [cst shat al g i al Ck Run Query. Click Eat Query. hitps:ldocs oracle. comied39523_01/doe. 02/¢3B588/eusvepertsbo.him 1920 2eyosi2024, 14:46 (Creating Custom Repors - BusinessObjects 10. Navigate to Events - Event Information, and ctog and crop Event SMQ (Narrow) inc the Result Objects panel 11, Clk Run Query. 12, Navigate to Events» Event Information, and crag and drop Case Number ino the Result Objects panel 13, Cex Rum Query splay all the case numbers that corespon tothe selected SMQ. Creating AdHoc Reports ‘This section describes how to use BusinessObjecs InfoView to save the customized reports unde the Ado Reports menu, AGH Reporsis a repostory here all the custoized reports are saved. Reports can be shared anong erent uses, To save Adc rears 1. Log into Argus Insight, 2, Navigate to Reports, Report Writer, and select New. 3: Log onto the home page for BusinessObjects IfoVien ogee 4, Click Document List. 5. Open the New menu and select the typeof document you wart to create [Evens coconeretar open > [ish intstigeoce Bocament ew Document Pik | & | Now | acd + | croanice «| acter EMD | ovorrakywaooana Wye] @ Webstore Dare! hina Sin 5, Copy or save the select tem to the folder structure corresponding to the Arg Insight menu ‘You must use BusinessObjects IvoView to access your saved adhoc reports that you create using BusinessObjects InoView. You cannot access these reports rom Argus Inst » ORACLE wees d Coyne 2012017 Onde ate i AN, I ies seve ‘ Prsvus tot ‘oan users teas ads Moms oak Contents conmct ea cies ers des Ad Oss a hitps:ldocs oracle. comied39523_01/doe. 02/¢3B588/eusvepertsbo.him 20120

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