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Everything you always wanted to know

(but were afraid to ask) about


Oracle RXi Reports
Prithis Das

NCOAUG
February 2010
Agenda

 What are RXi Reports


 Benefits of RXi Reports
 The Building Blocks of RXi Reports
 Responsibility: Reports Exchange Designer
 Seeded RXi Reports
 Attribute Sets
 Customizing Attribute Sets
 Column Details
 Summary Details
 Securing RXi Reports
 RXi Reports Printing
 Limitations of RXi Reports
 Q&A 2
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What are RXi Reports?

 RXi stands for Reports Exchange Designer


 RXi Reports are a predefined list of reports that
are available with certain modules
 Examples of RXi Reports are the
 Journals General (GL)
 Payment Register (AP)
 Transactions Register (AR)
 Journal Entry Reserve Ledger Report (FA)
 Currently, only AP, AR, FA, GL, Cross-Product
and Globalization modules have RXi reports.
 Most of the RXi reports fall under FA module.
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Benefits of RXi Reports

 Easy to use. It is mainly a case of knowing:


 what reports are available
 where to find them and
 how to modify them
 End Users can change the layout of a Rxi Report
without programming
 Flexibility to create multiple layouts
 Control data items to be displayed on a report
 Secure specific layouts to specific Responsibilities
 Tailor reports for your own internal use

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The Building Blocks of RXi Reports

 Responsibility: Reports Exchange Designer


 Seeded RXi Reports
 Default Attribute Sets
 Copy Feature for Attribute Set
 Attribute Set Modification
 Report Columns
 Page Setup
 Default Format
 Column Format
 Publishing Options
 Security setup
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Responsibility: Reports Exchange Designer

 Assign the Report eXchange Designer


responsibility to your User ID

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Seeded RXi Reports

 Examples: Transactions Register (AR), Journals -


General (GL), Payment Register (AP)
 Currently, only AP, AR, FA, GL, Cross-Product and
Globalization modules have RXi reports. And most
of them fall under FA module

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Attribute Sets

 The attribute set that you associate with an RXi


report determines the layout and data content of
the report
 By default, each RXi report already has one or
more attribute sets associated with it.
 You can use one of these attribute sets to print
reports, but you cannot modify a default attribute
set
 Instead, you copy and rename an attribute set,
then apply new layout definitions to the renamed
attribute set
 The attribute sets are linked to an RXi report in
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the form of a runtime report parameter.
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Attribute Sets (contd.)

 From the Attribute Set window you can:


 Copy and rename an attribute set, using the Copy
Attribute Set dialog box
 Define a new attribute set or modify an attribute set
that you previously defined, using the Attribute Set
window
 Define column formatting, using the Column Details
window
 Define summary columns, using the Summary
Details window

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Attribute Sets (contd.)

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Copy Feature for Attribute Sets

 Use the Copy Attribute Set dialog box to copy and


rename an attribute set
 You can copy either a default attribute set
included with an RXi report, or an attribute set
that you previously defined for the report.

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Customizing Attribute Sets

 Customize the Attribute Set that you copied


earlier

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Customizing Attribute Sets

 Register Columns
 List of all columns that are available for this report
 Available Columns
 The Available list box displays all columns that are
available for this report but not currently included in
the report output of this attribute set
 Displayed Columns
 The Displayed list box displays the report columns
that are included in the report output of this
attribute set.

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Customizing Attribute Sets

 Register Columns
 List of all columns that are available for this report

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Customizing Attribute Sets

 Each column is an attribute in a given attribute


set.
 Most of the customization effort is focused on the
column designing and formatting.
 Column designing is modified in the Attribute Set
window
 Column formatting is modified in the Column
Details window

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Column Details Window

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Column Details Window

 You can optionally modify the column specific


formatting attributes such as
 Title
 Length
 Ordering
 Precision
 date
 number format masks
 currency code

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Summary Details Window

 Use the Summary Details window to define


columns as summary columns in a report.
 A summary column is a column whose values are
either summed or counted.
 The report summary levels are:
 Page Total Sum - The sum or count of records on
the current page.
 Running Page Total - The sum or count of records
up to and including the current page.
 Previous Page Total - The sum or count of records
up to but not including the current page.
 Report Total Sum - The sum or count of records in
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Summary Details Window

 Summary Detail button is enabled for amounts columns.


 Count Detail button is enabled for all columns

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Secure RXi Reports

 Use the Report Security window (under Tools


menu) to assign the customized attribute set to
the desired Responsibilities.
 The customized attribute set can be assigned to as
many responsibilities as you want depending upon
the requirement.
 After a customized attribute set is deleted in the
Attribute Set window, that set does not appear in
the LOV during the report submission for any
responsibilities.

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Attribute Set: Page Setup

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Attribute Set: Default Format

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Secure RXi Reports

Assign the
customized
attribute set to
the desired
Responsibilities

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RXi Reports Printing

 There are two steps involved in generating an RXi


report:
 Run the RXi report to extract data to the temporary
interface table.
 Run the Publish RX Reports concurrent program to
print the extracted data with the attribute set and
output format that you want.
 The RXi report and Publish RX Reports concurrent
program can run together in one step, depending
on the setup of RXi reports and concurrent
program

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RXi Reports Printing

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RXi Reports Printing: Text output

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RXi Reports Printing: HTML output

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RXi Reports Printing: CSV output

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RXi Reports Export to Excel

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Limitations of RXi Reports

 Cannot use Descriptive Flexfields


 Page setup and print settings are often resolved
through trial and error
 Output types limited to Text, CSV, TAB delimited
and HTML
 Cannot add columns to Register Columns list

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&
Questions?
Feedback?
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Thank You

dasp@tusc.com 32