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Manage Quick Reports

Quick Report is a flexible and fast way to create simplified reports.

Quick Reports List

The Quick Reports page gives you an overview of all reports and it can be quite useful when you have larger number of reports. From this feature you can navigate to the Quick Report Detail  page by using menu option  Details . You need login with an administrator account to use this page.

Quick report

Manage Report Domain and Report Categories

The reports could be categorized in to Categories and Domains to help the user to find the reports easily and also for easy administration. Report Domains and Quick Reports Categories are managed in separate pages. Please refer this section for more details.

Create Quick Report

Click on New Report button to create a new quick report. Refer below table for each of the field in new report dialog.

Column Description
Report Title The name of the Quick Report. This name must be unique, two reports with the same name are not allowed.
Type Shows the type of Quick Report. When defining new quick reports you must select the appropriate type.
Category Category of the Quick Report. You can leave it as blank if not needed.
Domain Domain of the Quick Report. You can leave it as blank if not needed.
Query This is only shown for SQL Statement type Quick Reports. This is the SQL expression that is the source to the SQL quick report.
Note: When referencing DB objects, they should be prefix with schema owner. Therefore when including a query in SQL quick report, schema owner should be specified. According to that way, respective permissions will be granted.
eg: IFSAPP.customer_info
Report Reference Specifies a reference to a report. This will be different depending on the Quick Report Type.
SQL Statement : Not shown
Crystal Reports : Crystal Report file name
MS Report : MS Report Name
Dashboard : Dashboard Name
Web Report : URL for the report
Comments The comments that include important information about the Quick report.

Preview Quick Report

To test the report, click on the View Report  option and the report will be executed.

Export and Import Quick Reports

Export and Import of one or more Quick Reports can be done in the Quick Reports Overview window. Select one or more Quick Reports and use the Export option. Use the Import option in the same window to import the Quick Reports. Transferring a Quick report this way between environments will preserve the connection to the Domain and Quick Report Category. If  the Quick Report already exists a dialog shows up asking if you want to replace the existing Quick Report or not.

Deploying Crystal Reports

In order to preview Quick Reports of type Crystal, the reports to be previewed should be deployed in to a folder in the machine where the IFS Crystal Web Service is running. Create a folder in the machine where the IFS Crystal Web Service is running and copy the Crystal Report files (*.rpt file) that are going to be viewed. This folder is referred to as the OpenReportPath. In the installation process this folder is configured in the Web.Config file found in the IIS virtual directory for the IFS Crystal Web Service.

Security Handling for Quick Reports​

For each Quick Reports there will be a projection created when the Quick Reports is saved. Select the Publish option from the Quick Report Detail page to grant the Quick Report to all Permission Sets. To view a Quick Report via Order Report page in IFS Cloud the end user must have the necessary grants for the corresponding projection.

To individually grant a projection, you need to login to IFS Aurena using an administrator account. Get the Grant Structure of the Permission Set you are going to grant the Quick Report to. Then Navigate to the Projections sub menu and use the Add/Revoke option. You can search for the Quick Report with keyword QuickReport as the Projection Name. The Quick Report projection name will be in the format QuickReport< QuickReportId >. The QuickReportId is a number. The Description will show the Quick Report Title. Select the relevant Quick Report Projection and select OK. It will be added to the already granted Projection list.

grant

Query Flags and Default Values for SQL Statement type

Query Flags

You can specify Query Flags for your Quick Report parameters. This allows an easy control of end user input and allows or disallows certain combinations. You need to provide the query flags inside open and close square braces in between the ampersand sign and the parameter name e.g. &[MCSBL]PARAMETER_NAME. All flags have opposites specified by a '-' (minus). For example the opposite of 'Single' is of course multiple values (separated by ';') which in turn corresponds to the functionality in the Query Dialog. The default value for SQL Quick Reports is [-CS-L].

M=Mandatory

C=Custom (simplified or 'values only')

S=Single flag

B=Allow Between expressions

L=Allow wildcards ('%' and '_')

SELECT * FROM fnd_user WHERE identity LIKE '&[-CS-L]Fnd_User'

Default Values

You can get the Quick Report parameter dialog to show default values such as enumerations for SQL type Quick Reports. For this you need to specify the view name along with the column name for the parameter prompt e.g. &VIEW_NAME.COLUMN_NAME. With the use of this you will get the default values and the translated prompt name for the parameter. The following will show the enumerated values for the "Customer Category" and will have the translated parameter prompt.

SELECT * from customer_info where customer_category_db = '&CUSTOMER_INFO.CUSTOMER_CATEGORY_DB'

You can combine this with Query Flags as well.

SELECT * from customer_info where customer_category_db LIKE '&[-CS--]CUSTOMER_INFO.CUSTOMER_CATEGORY_DB'