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IQCS 2.0: Reports

  • Reports are used heavily throughout the application. Not only are there five standard reports for the competency types, experience and qualifications that a user can pull for any record that they have security access, but also at each responder profile page and control table pages the data is displayed in a report (grid) format. Because reports are consistently used throughout the application, then the function on how to use the reports is also consistent. 

    There has been a lot of work and attention to detail to ensure that field names and column headers are consistently titled and named throughout the application. A field and column header on the reponder's profile experience page should be exactly the same as the column header on the Experience Report. 

    This section will cover the basic functions of using any report in the application as well as the five reports that the IQCSCMB has identified a need. 

  • On multiple pages, there is a Interactive Grid Guide, https://docs.oracle.com/en/database/oracle/apex/22.2/aeeug/oracle-apex-end-users-guide.pdf,  button that will link the user to a indepth user guide for reports.  Because reports are consistently used throughout the application, then the function on how to use the reports is also consistent. The information below is directly from that guide. 

    Interactive Grids

    By default, all interactive grids have a search bar, Actions menu, and Reset button. Interactive grids also have Column Heading Menus, which you access by clicking the name or heading of a column. 

    You can hide, filter, freeze, highlight, sort, and create control breaks on individual columns with the Actions and Column Heading menus. Advanced users can also define aggregations, which appear at the bottom of the column or column group. 

    Using the mouse, you can resize columns or drag and drop columns into different places to directly customize the appearance of an interactive grid. (The width and order of columns can also be configured in the Columns dialog.) 

    You can quickly chart the data with the Chart function. This feature is useful for quick data visualization or even presentation, and responds immediately to changes in the data. You can quickly revert your modifications with the Reset function or perform an incremental revert with the Flashback function. You can use the Refresh function to pull in the latest version of the data on the database (useful for highly dynamic datasets).

    You can save your customizations to an interactive grid by creating a custom report by selecting Report, Save As from the Actions menu.

    3.3.1 Searching in an Interactive Grid

    Search an interactive grid by entering criteria into the Search Bar. You can perform text searches with the Search Bar at the top of an interactive grid. Narrow your search parameters by clicking the Select Columns to Search icon (magnifying glass).

    3.3.1.1 About the Search Bar

    You can perform text searches with the Search Bar at the top of an interactive grid.

    Select Columns to Search icon Resembles a magnifying glass. Narrows your search. See Using the Select Columns To Search Icon. 

    Text area Displays entered search criteria (wildcard characters are implied). 

    Go button Executes a search.

    3.3.1.2 Using the Select Columns To Search Icon

    Narrow your search parameters by clicking the Select Columns to Search icon (magnifying glass). 

    To search a specific column:

    1. Click the Select Columns to Search icon.
    2. Select the name of a column.
    3. (Optional) To enable case sensitive searching, select Case Sensitive.
    4. Enter a search string in the Search field.
    5. Press the Enter key or click Go.
    6. The interactive grid reloads with a filter applied.
    7. To reset the search bar back to the default setting, click the Select Columns to Search icon and select All Text Columns.

    3.3.5 Using Charts in an Interactive Grid

    Create a chart in an interactive grid by selecting Chart in the Actions menu. Edit or remove the chart with the Edit Chart link. 

    To create a chart from the data in an interactive grid: 

    1. Click the Actions menu and select Chart. The Chart dialog appears.
    2. Select a chart type. The dialog populates with options specific to the selected chart type. For example, a bar chart has a different set of configuration fields than a pie chart. Select different types to see the range of available options.
    3. Configure the chart settings. For example, the following is a configuration for a Bar chart:
      1. Orientation - Select Vertical for the bars to increase toward the top of the chart, or Horizontal to increase toward the right.
      2. Label - Select the column to be used as the Label (the label appears beneath or beside the bar).
      3. Value - Select the column to be used as the Value (the value is the quantity that determines the size of the bar).
      4. Aggregation - (Optional) Select an additional aggregation to be performed on the column selected for the Value. Valid selections include: Count, Count Distinct, Approx. Count Distinct, Minimum, Maximum, Sum, or Average.
    4. Click Save.
    5. The chart appears. The following is an example of a bar chart that depicts project budgets with a sum aggregation. To switch the view between Grid and Chart, click the toggle that now appears at the top of the interactive grid.

    To reconfigure the chart, click the Edit Chart link. 

    To remove a chart, click the Remove Chart icon ( X ) adjacent to the chart link. 

    You can only create one chart at a time in an interactive grid. To create a second chart, reconfigure the existing chart by clicking Edit Chart, or delete it by clicking the adjacent Remove Chart icon (X).

    3.4.1 Changing the Column Display in an Interactive Grid

    Edit which columns display and in what order by selecting Columns in the Actions menu.

    To edit how columns display in an interactive grid: 

    1. Click the Actions menu and select Columns. The Columns dialog displays.
    2. Edit the columns:
      • Displayed - Select the check box to show a column in the grid; deselect a check box to hide a column in the grid.
      • Move Up and Move Down - Adjust the order in which a column appears in the grid.
      • Columns button - Toggle whether the list displays All, Displayed, or Not Displayed (hidden) columns.
      • Minimum Column Width (Pixel) - Adjust the displayed numeric value to widen or narrow the column.
        • Set the Minimum Column Width to a smaller number to narrow the column or a larger number to widen the column.
        • If Stretch Column Widths is checked under Format, Actions, a column may display wider than its Minimum Column Width in order for the grid to stretch to the width of the region. For more information, see Toggling Stretch Column Widths in an Interactive Grid.
    3. Click Save. The interactive grid refreshes.

    3.4.2 Filtering an Interactive Grid

    Filter an interactive grid by column, row, or both, with text strings and using operators such as contains and equals. 

    • About Filters in Interactive Grids You can narrow the contents of an interactive grid by applying a filter to it. Once applied, filters can be temporarily enabled or disabled or removed permanently directly in the interactive grid. You can also click the filter name for quick reconfiguration.
    • Creating a Row Filter in an Interactive Grid Create a row filter to limit the number of rows returned in an interactive grid. Filtering by row filters for a term in any filterable column.
    • Creating a Column Filter in an Interactive Grid Filter a column in an interactive grid with a specified operator and value.
    • Editing a Filter in an Interactive Grid Edit a filter by clicking the name of a filter to open the Filters dialog. The Filters dialog enables you to edit properties of any filter.
    • Disabling a Filter in an Interactive Grid Disable a filter by clicking the check box adjacent to the name of the filter.
    • Removing a Filter from an Interactive Grid Remove a filter by deleting it in the Filters dialog or by clicking the adjacent Remove Filter icon (X).

  • The IQCSCMB has identified five standard reports with all the data from the competencies pages to be included. This will allow the user to use the in application filters to drill down to the data or export to excel for enhanced data analysis. 

    There has been a lot of work and attention to detail to ensure that field names and column headers are consistently titled and named throughout the application. A field and column header on the reponder's profile experience page should be exactly the same as the column header on the Experience Report. 

    Experience Report

    The default experience report will include 17 columns, however, selection of the Action button and then Columns menu item to make available other column options. Use standard functionality to add, remove and sort columns as needed.

    Saving your report view to your account or downloading the data can be done via the Actions button. 

    Report List, Experience

    Licenses & Certificate Report

    The default licenses & Certificate report will include 12 columns, however, selection of the Action button and then Columns menu item to make available other column options. Use standard functionality to add, remove and sort columns as needed.

    Saving your report view to your account or downloading the data can be done via the Actions button. 

    Report List, Licenses & Certificates

    Position Task Book Report

    The default position task book report will include 18 columns, however, selection of the Action button and then Columns menu item to make available other column options. Use standard functionality to add, remove and sort columns as needed.

    Saving your report view to your account or downloading the data can be done via the Actions button. 

    Report List, Position Task Book Report

    Training Report

    The default training report will include 11 columns, however, selection of the Action button and then Columns menu item to make available other column options. Use standard functionality to add, remove and sort columns as needed.

    Saving your report view to your account or downloading the data can be done via the Actions button. 

    Report List, Training Report

    Qualification Report

    The default qualification report will include 15 columns, however, selection of the Action button and then Columns menu item to make available other column options. Use standard functionality to add, remove and sort columns as needed.

    Saving your report view to your account or downloading the data can be done via the Actions button. 

    Report List, Qualification Report

     

    Incident Qualification Cards

    The default training report will include nine columns, however, selection of the Action button and then Columns menu item to make available other column options. Use standard functionality to add, remove and sort columns as needed.

    Saving your report view to your account or downloading the data can be done via the Actions button. 

    Incident Qualification Cards report
Article Category
IQCS 2.0 Application User Guide