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Introduction

We can run BI Reports from Report Catalog (article here) , from ESS Jobs (Run BIP Report as a ESS Job) , from Payroll Flow Pattern (Run BIP Report using Payroll Flow Pattern) and even via embedding a BIP Report into a OTBI Dashboard (Embedding BI Report In a OTBI Dashboard) but all of the above mentioned methods still has one shortcoming (at least, there may be more) and that is one would have to go through a series of navigation links to run the report.

While to a techie guy that might seem normal for a business user this might turn out to be cumbersome as he/she is looking for an easier way to get his task done (run the report in this case).

So, to make things simple I would try to demonstrate how we can accomplish this. We would try to show how to run a BI Report from a springboard icon there by trying to make life simpler for the business user.

So, without much ado let’s get started.

Worked-Out Example

We would need to create a new category (in case we would like to group all such commonly used reports under a common heading say “One-Click Reports” .one may choose to have a more appropriate name as applicable) and multiple pages. Please refer thisarticle to learn how to create a custom category and page in Oracle Cloud Application.

The high-level steps required in performing this activity (running BI Report from a springboard icon) are:

  1. Creating a New Category

  2. Adding New Page Entry (which points to the BIP Report we wish to execute)

Creating a New Category

We would need to click on the Structure Menu Item under Tools (as shown in the screenshot below)

Navigation is Navigator->Tools->Structure

This would take us to new screen where we need to click on “Edit Button” and then we would be asked to activate a sandbox (as shown)

We would be shown a list of all available sandboxes and we may choose to select any of them to be made active or even create a new one.

Once we click on a Yes, the sandbox will get activated.

Next, we need to again navigate to Structure (Navigator -> Tools) and create a new category. For this example, we will give the category a name as “One-Click Reports” and set the Visible Property to ‘Yes’

Note: We are not allowed to change the icon image in a SaaS Deployment Model and hence would continue with the default option provided.

Next, we would need to create a new page (which would be linked to the BIP Report)

We have used an already created custom report (AbsenceAccrualEntryDetailsReport.xdo).Specific points to note are the Category ( We chose “One-Click Reports” we created in previous step) , Visible property as “Yes’ (for both Navigator and Springboard) , the Link Type as Static URL.

The Destination URL can be obtained if you navigate to the report and then copy the link from the Address Bar

We would also create one more page entry for another report (Employee Personal Detail Report)

Once done we can click on either “Save” or “Save and Close”. If we Click on “Save” the transaction will be saved and we would remain on the same page. If we click on “Save and Close” button instead the transaction will get saved and also we would return to the “Structure” page.

Verification

If we go to the Homepage and click on the Navigator icon we would be able to see the new categories and the new pages created.

A quick click on the “Absence Accrual Entry Details Report” shows the following screen:

Similarly, if we click on the “Employee Personal Detail Report” it shows the following screen:

Inference / Summary

So, this is how we can provide a direct link of a BIP Report on the springboard. Whenever a end-user clicks on the icon it would display the BIP Report data. This feature is very useful as the business user need not to navigate through a series of links to run a BI Report but could simply click on the link and he/she would get the required results.

As such one may create page entries for all BIP Reports and associate the same with a category (maybe like “Payroll Reports”, “HR Reports”, “GL Reports”, “Compensation Reports” ..) . Also one may make use of “EL Expression” both at Page Entry or Category level whereby one may have a selective control on making those items visible. Based on the logic in the EL Expression the Category and Pages could be made visible to a specific set of users only while the other set would have no option of running the reports.

One may feel free to try that feature too and I would be glad if you would share your findings and observations.

And with this I would end up my article here. Thanks all for your time and have a great day ahead!


Ashish Harbhajanka

Comments   

0 #1 Useful doc 2021-10-18 12:40
Thanks Ashish for sharing it as I was exactly looking on this topic.
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About the Author

Ashish Harbhajanka

 

Oracle Fusion HCM Techno Functional Consultant with overall 10 years of Experience in software industry with 5 years in EBS HRMS and rest 5 in Fusion HCM.

My areas of intesrest in Fusion HCM include :

a) Inbound Outbound Integration using FBL/HDL or BIP/HCM Extracts.

b) Fast Formula

c) BIP Reports

d) OTBI Reports

e) RESTFUL API / Web Service Call

f) Functional Setup

g) End to End Testing

h) Regression Testing

i) Preparing COnfiguration Workbooks

j) Creating Speed Solutions

k) Preparing User Guides

l) UPK

........

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