MyReports Techniques

Accessing MyReports

1. Log in to Global Protect (WVU VPN).

2. Log in at portal.wvu.edu

3. Choose MyReports in the Restricted Apps region of the employee page.
   
   

   Open

   

4. Log in at the Oracle Business Intelligence sign on.

5. In the Folders area on the left, expand Shared Folders.
   
   

   Open

   

6. Click the name of the folder with reports you need to run.
   
   

7. Within the report you want to run, click Expand to view the names of the reports or Open to open up the report.
   
   

8. Click the tab for the report you want to run.
   
   

Running a Report and Completing the Filter Box

1. Always view the instructions in the Please Note or Best Practices box or other side note containing recommendations.
   
   

2. Check the Run Analysis button, Yes.

Filter Box Options

Period Name Format

• MMM-YY

• Example: DEC-24

Date Range Format

• Use numeric data only.

• Any format below is correct:

  • Mm/dd/yyyy

  • m/d/yyyy

  • m/d/yy

Pattern Matches

Some field names have pattern match in the name. When you don’t know the exact name or account number to enter in a filter box, you can use a wildcard symbol, the percent sign (%), as a replacement for the missing characters.

Example One: Searching for a supplier with the word Office as part of the name.

• When the percent sign follows the name, records will be retrieved for entries that begin with the characters entered.

  • Entering Office% retrieves any supplier beginning with Office.

• When the percent sign precedes the name, records will be retrieved for entries that end with the characters entered.

  • Entering %Office retrieves any supplier ending with Office.

• When percent signs surround the name, records will be retrieved for entries that contain the characters entered, regardless of the placement of the name.

  • Entering %Office% retrieves any supplier containing Office.

Example Two: Searching for a Departmental (DA) number

• When the percent sign follows numbers, records will be retrieved for entries that begin with the numbers entered.

  • Entering 14% retrieves any DA beginning with 14.

• When the percent sign precedes numbers, records will be retrieved for numbers that end with the numbers entered.

  • Entering %14 retrieves any DA ending with 14.

• When percent sign surround the name, records will be retrieved for entries that contain the characters entered, regardless of the placement of the number.

  • Entering %14% retrieves any DA containing 14.

Dropdown Lists

Some dropdown lists have a limited number of visible choices. Clicking More/Search opens up a box to choose more options.

Filtering the Results

Sorting Columns

Sorting columns enables you to locate a specific record instead of searching row by row. For example, sorting alphabetically can enable you to easily locate the record for a supplier. Sorting a numeric column arranges the records in order by amount.

You can sort by either clicking the ascending or descending arrow when hovering over the column heading, or by right-clicking within the column heading and choosing Sort Column, and then Sort Ascending or Sort Descending.

Hiding and Including Columns

1. To hide a column, right-click the column heading and click Exclude.

2. To include a column that is not visible, right-click the column heading to the left of where the hidden column should appear, and click Include. From the list of available columns, click the name of the column to include.
   
   

Removing and Keeping Cell Contents

You can limit the number of rows retrieved by choosing Keep Only or Remove within the cell’s menu.

1. Within a cell containing the only value you want to keep in the report, right-click and choose Keep Only. The report refreshes to retrieve rows that match the filters, and contain only the same content of the cell chosen.

2. Within a cell containing a value you want to remove from the report, right-click and choose Remove. The report refreshes to retrieve rows that match the filters, and contain only rows that do not contain the same content of the cell chosen.
   
   

Grouping Data with Prompts

Prompts enable you to organize the appearance of the data according to your own criteria.

• Section Prompt: all records are visible but separated on the screen.
  
  

• Table Prompt: Results are displayed for one category at a time. A drop-down list lets you choose additional records to view.
  
  

   

1. Right-click in a column header and hover the mouse over Move Column.

2. From the expanded menu, choose To Prompts or To Sections.
   
   

3. To bring the column back to the rows, hover to the left of the prompt or section column until you see a “grab bar.” As you pull the column back to the column headers, a narrow blue column appears. Move along the column headings until you reach the desired location of the column. Then release your mouse. The column will be located at that location.
   
   

Printing the Report

1. Click the Settings icon in the upper right corner.

2. Choose Print. In the expanded menu, choose Printable PDF.
   
   

3. A new browser opens. From here, you can download or print.

Exporting the Report

1. Click the Settings icon in the upper right corner.

2. Choose Export to Excel. In the expanded menu, choose Export Current Page or Export Entire Dashboard.
   
   

3. Click OK when the export process is complete.

4. Locate the Excel file in your File Explorer Downloads folder.

Customizations

MyReports allows you to customize the layout of your reports and then save the customized layout and filter values for later use.

Saving a Customization

1. Customize a report using the various filtering techniques.

2. From the Settings icon menu in the upper right menu, choose Save Current Customization.
   
   

3. Name the customization and click OK.

Applying a Customization

1. To retrieve a customization, open a report or tab but do not apply any filters.

2. Click the Settings icon in the upper right corner and choose Apply Saved Customization.
   
   

3. In the expanded menu, click the name of the saved customization. The screen displays the results according to the customization’s filters and layouts.

Revising a Customization

1. After retrieving a customization, revise the filters.

2. Click the Settings icon in the upper right corner and choose Edit Saved Customization.
   
   

3. In the list of customizations, click the radio button in the row for the customization you are editing.

4. Click OK.

Clearing the Screen

1. To clear the screen of an existing customization, click the Settings icon and choose Clear (the name of your customization).
   
   

2. The screen will refresh to display no rows. You can then complete the filter box to enter new filters.