Submitting Reports

Note: Users must have the System: Submit Report access grant to view or submit any report.

To submit a report:

  1. Log on to PPM.

  2. From the menu bar, select Open > Reports > Create Report.

    The Submit New Report page opens.

  3. Select the report to be submitted:

    • From the Recently Submitted Reports section:

      • Click the link for the desired report.

    • From the Select Report by Category section:

      • For Report Category, select the appropriate category.

      • Click the link for the desired report.

    You have access to only those report categories for which you are licensed. In addition, the list of available reports might be further restricted by security settings on individual report types. For more information about report security, see the Security Model Guide and Reference.

    Once a report is selected, the Submit Report: <Report Name> window opens. This window is sometimes called the "report submission page."

    The Submit Report: <Report Name> window has the following sections:

    • Report Parameters. This section contains the set of filter fields relevant to the selected report.

    • Scheduling and Output Options. This section allows you to choose whether to run the report immediately, schedule it for a later time, or automatically run the report on a periodic basis. It also allows you to request that an email be sent to selected users when the report is finished.

    • Advanced Notifications. This section allows you to send notifications when the report completes, fails, or either results.

    Each report has its own set of fields. For information about report fields, see the description in:

    • The relevant sections in this document (for example, to find information about Deployment Management reports, see Deployment Management Reports)

    • The applicable Deployment Management Extension document (for example, to find information about report types related to Oracle E-Business Suite, see the Deployment Management Extension for Oracle E-Business Suite Guide)

  4. Type or change information in the fields to define the report results you want.

  5. To run the report at a later time, on a periodic basis, or provide a brief notification once the report is finished, expand the Scheduling section, and then follow the steps for the task you want to accomplish.

    • To run the report (once) at a later time:

      1. Select Run Report On.

      2. Provide a valid date (using the field to the right of Run Report On).

    • To run the report on a periodic basis:

      1. Select Run Report On.

      2. Provide the date when you want the report first run (using the field to the right of Run Report On).

      3. Select Repeat Every.

      4. Provide the frequency and the date when you want the report run last (using the three fields to the right of Repeat Every).

    • To include a brief notification:

      1. Select Send email to.

      2. Provide the user IDs of the users who should receive the notification (using the field to the right of Send email to).

  6. To add a notification that has more comprehensive features than those available with Send email to:

    1. Expand the Advanced Notifications section.

    2. Click Add a Notification.

      The Edit Advanced Notifications window opens.

    3. Provide relevant information in this window.

    4. Click Add.

      The Edit Advanced Notifications window closes.

  7. Click Submit.

    • For reports that are run immediately:

      1. The Submit Report window opens. The status is refreshed until the report is complete.

        The completed report is displayed in a separate window.

      2. (Optional) To print the completed report, click Print.

        Tip: The print feature is not available for all reports. If a given report does not have a Print button, use your browser's print facility.

    • For reports that are scheduled to run at a later time:

      1. The Schedule Report window opens.

      2. The report results, or its status, can be accessed from the Recently Submitted Reports section of your My Reports page. See Viewing Previously Submitted Report Results for details.