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Oracle® Argus Insight Administrator's Guide Release 7.0.3 E48111-01 |
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# 9 Generating and Scheduling Standard Reports - BIP

Argus Insight provides built-in Reports that you can run on active case series to analyze your company's safety, workflow, and product data.

This chapter includes the following topics:

- About Standard Reports

- Working in the Reports Page

- Generating Reports

- Scheduling and Associating Reports Against a Query or Case Series

In addition to the preformatted and predefined standard reports, you can create custom reports using the BI Publisher tool. For more information, see Chapter 10, "Creating Custom Reports - BIP."

## 9.1 About Standard Reports

Although standard reports are predefined reports, you can define pre-filters before generating a standard report to have the report output display information only about specific types of cases. Pre-filters let you narrow down the case series further so that the system runs the report only on those cases that conform to the pre-filter criteria.

For example, suppose your case series consists of cases that were reported in all countries for a particular product. However, you only want information about cases reported in the United States. In this case, you can specify a pre-filter such that the report output includes only those cases that were reported in the United States.

### 9.1.1 Case Series, ETL, and Association

Because a case series might become obsolete each time the data mart is refreshed by running an ETL, you may need to generate the case series again before generating a standard report.

Alternatively, you can directly associate a query (QBE, filter, or advanced condition) to a standard report to avoid manual generation of the case series.

### 9.1.2 Browser Configuration

Before using Argus Insight to generate reports, configure the browser as defined in the Oracle Argus Insight Installation Guide.

### 9.1.3 Report Cover Page

Figure 9-1 shows a sample cover page of the report when it is generated in PDF format. The report cover page has three main sections:

- Page header

- Page contents

- Page footer

You can customize some of the information on the report cover page. The sections that follow provide more information about each component of the cover page.

Figure 9-1 Sample Report Cover Page

#### 9.1.3.1 Page Header

The page header of the report cover page includes the following information:

- Company logo. The upper-left box is a placeholder for a logo. You can configure your company logo to print in this space.

- Name of the category to which the selected report belongs. For example, Compliance, Management, or Pharmacovigilance.

- Date and time (Greenwich Mean Time [GMT]) that the report was run.

#### 9.1.3.2 Page Contents

The page contents of the report cover page includes the following information:

- Title of the selected report.

- Report subtitle. You configure the subtitle when you run the report. Subtitles are useful in further defining the contents of the report. For example, 01-JAN-2000 to 31-DEC-2012.

- Filters defined for the selected report.

- Start date and time (GMT) of the last successful ETL run.

- Count of the total number of unique cases in the case series.

- Name of the saved case series on which the report has been executed.

  - Reports that are run on frozen case series data include the following text next to the case series name on the report:

    `The data in this report was frozen as of` `date_and_time.`

    Time is the database system time with the GMT offset.

  - Reports that are run on normal case series data include the following text next to the case series name on the report:

    The case series was last modified on `date_and_time`.

- Query criteria to get case series on which the report has been executed.

#### 9.1.3.3 Page Footer

The page footer of the report cover page includes the following information:

- Name of the user who executed the report.

- Confidential text. You can configure the text that prints in the center of the page footer.

- Page number (Page x of y).

In addition, some reports include a placeholder in the footer for another logo. You can configure the image for the logo.

## 9.2 Working in the Reports Page

The Reports page, lists all the BI Publisher reports built in to Argus Insight.

To display the Reports page, execute the following steps:

1. Select Reports, BI Publisher, as depicted in the following figure:

   This displays the BIP login page.

2. Log on to the BI Publisher tool. This displays the BIP Home page.

3. Click Catalog on the BIP Home page.

4. In the Folders section, navigate to Shared Folders, Argus Insight, General, and select Reports. This displays the Generic Line Listing Report in LE and RTF formats in the right pane, as depicted in the following figure:

## 9.3 Generating Reports

To generate a report using the BI Publisher tool, execute the following steps:

1. Click the Report link or Open on the Reports page. This displays the following screen:

2. Enter the values for all the fields according to the requirements and select the Output Type, as depicted in the following figure:

3. Click Apply. The values entered by you are displayed in the generated report, as depicted in the following figure:

   For more information on Viewing Reports using the BI Publisher tool, You can refer to the Viewing a Report section in the Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Publisher.

## 9.4 Scheduling and Associating Reports Against a Query or Case Series

You can refer to the Creating Report Jobs and Viewing and Managing Report Jobs sections in the Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Publisher for information on Scheduling and Associating Reports against a query or a case series.