Publisher Training Guide – Developing in Publisher – Creating a Report

Prev ||  Return to Publisher Training Guide TOC ||  Next

Creating a Basic Report

In order to create a new report, click on the green plus sign INSIDE of the folder where the report should reside.  (If the folder is not yet visible because it does not contain any reports, click the green plus sign INSIDE any folder.  Once the new report exists the folder location can be changed):

Screen shot 2014-06-13 at 9.35.00 AM

The report definition page allows many options for creating a report and looks like:

Screen shot 2014-06-13 at 9.37.00 AM

 

Component Name Description & Instructions for Use Looks Like…
Folder Drop-down Publisher Reports reside in Folders inside of Libraries.  The Folder Drop-down contains the complete collection of Libraries (displayed in bold text) with the respective available Folders underneath definingAPublisherReportLocation
Default Filter Drop-Down Each Publisher report can have a default filter defined.  All available filters are listed if there is no Report SQL currently defined, or a subset of valid filter is otherwise displayed. selectingADefaultPublisherFilter
Title Text Box The desired name of the report is entered in the Title text box.(Note: if a report is under development and not yet vetted it should be prefixed with the abbreviation, NOR, meaning Not Operational Report) enterAPublisherReportTitle
Display Drop-Down For the development of a simple text report select the Report Only option from this drop down.  Please see the description of the Publisher Display Drop-Down for details on using the other report display options selectingPublisherDisplayTypes
Style Sheet Filename (XSL) Not yet utilized.  Use is complicated by the hosted environment.
Report SQL To create a simple report that is independent from an existing report enter a valid PL/SQL statement in the large text box for Report SQL:A sample statement that will display basic work order information is:

SELECT wo_number, description, enter_date, wo_status, 
crew, craft, assigned_to 
FROM famis_req 
ORDER BY enter_date desc

 

(Note: Below the Report SQL label is drop down box.  Please see the description of  Using Parent Report in Publisher for details on using this parent report option.)parentPublisherReportDropDown

aSmallPublisherSQLSnippet
Type Drop Down  For the development of a simple text report select the Std. Report option from this drop down.  Please see the description of the Publisher Report Types for details on using the other report type options selectingReportPublisherReportTypes
Where Clause There are several ways to limit the result set for a report.  This can be done using filters, in the main SQL of the report or by placing restrictions in the Where Clause text box of the Report Definition  whereClausePublisher
Order By Clause There are several ways to sort the result set for a report.  This can be done by clicking on column headers, in the main SQL of the report or by placing restriction in the Order By text box of the Report Definition.By default a SQL order by is in ascending order.  This can be stated explicitly by added “ascending” or “asc” after the field to order by.  To reverse the order add “descending” or “desc” after the field to order by. orderByClausePublisher
Description Text Box The Description Text Box is a free text field where details of the report are placed.  When users search for reports, this is one of the fields Publisher matches against.  It is also the field used for the hint when users hover over a report name in the Publisher list.

(Note: if a report is under development and not yet vetted it should be prefixed the notation Not Operational Report)

descriptionPublisherTextBox
 Report Creation Buttons
  •  The “Test SQL Statement” button makes sure you have no errors in your SQL
  • The “Save” button saves your report
  • The “Duplicate” button creates a copy of the current report
  • The “Delete” button removes the current report from FAMIS
  • The “Reset Values” button converts all items in the Report Definition page to whatever was last saved for this report in FAMIS
 publisherReportCreationButtons
 The ID  Text Box  Once a Publisher Report has been saved in FAMIS an identification number is automatically assigned by the system and displayed in the ID text box  publisherIDSTextBox

 

After entering the desired report definition, Click the “Save” button to publish your report in the Folder you selected.  It should now be visible in the left pane of Publisher”

justAfterPublisherReportCreation

 

 

Prev  ||  Return to Publisher Training Guide TOC || Next