Creating a New Custom Report

To create a new custom report:

  1. Sign in to Unifier as a Company Administrator and go to the Company tab (Company Workspace), ensure that you are in Administration mode > Configuration > Custom Reports.
  2. Click New to create a new Custom Report (With Internal Data Model).
  3. Enter a name (for example, Invoices) and a description.
  4. For Report Level, choose Project since this report will be run at the Project level.
  5. For Main View, select the Data View that you created.

    Note: An error message appears if you do not add PROJECT_ID as one of the columns in your SQL statement. You can always go back to the Data View, mark the PROJECT_ID as Draft, correct the SQL statement, and re-publish.

  6. Click the View tab.
  7. Click Add, on top, to add a new view.
  8. For Main View, select the Data View that you created.
  9. Enter a name and a tag for your data set (for example, Inv for Name and Inv for tag. The same name for both fields.).

For the Line Items view:

  1. Click Add, on top, to add a new view.
  2. For Main View, specify the View Type as a Sub Report View.
  3. Enter a name and a tag for your data set (for example, Inv for Name and Inv for tag. The same name for both fields.).

Row

View Name

View Type

Data Set Name

Data Set Tag

0

Invoices

Main View

inv

inv

1

InvoicesLI

Sub Report View

LineItem

LineItem

At this point, set the relationship between the Main View and the Sub Report View that you have added.

  1. Go to the Data Links section and click Add.
  2. Link the ID field, from the Invoices Data View, to the RECORD_ID field, from the Invoices Line Item Data View.

    Example

    Source Data Set: inv

    Source Element Name: INV_ID

    Target Data Set: LineItem

    Target Element: INV_LI_RECORD_NO

  3. Click OK to add to add the link.
  4. Click Apply.


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Last Published Wednesday, March 28, 2018