Page tree

Skip to end of metadata
Go to start of metadata

Every List Page has an Actions Menu that is accessible via the Actions button.
With this actions button it is possible to optimize the List Page to your own preferences.


Select Columns

Select Columns is used to modify the columns that are displayed on the list page. The columns on the right (Display in Report) will be displayed. The columns on the left (Do Not Display) are hidden. You can reorder the displayed columns using the up and down arrows on the far right. Computed columns are prefixed with **.

When you want to save the new selected columns as a default view of the list page, please see 'Save Report' below.

Please note that that the column 'Pk' must be displayed and as last column at all time, to prevent issues with opening the records.


Focuses the report by adding or modifying the WHERE clause on the query. You can filter on a column or by row.

A filter can be used to filter a column on a value. This can be done on a column or by row. If you filter by column, select a column (it does not need to be one that is displayed), select a standard Oracle operator (=, !=, not in, between), and enter an expression to compare against. Expressions are case sensitive. Use % as a wild card (for example %dam will show results ending in -dam)

If you filter by row, you can create complex WHERE clauses using column aliases and any Oracle functions or operators (for example, G = 'VA' or G = 'CT', where G is the alias for CUSTOMER_STATE).

Operator (general)Description
Operator (date)Description
Operator (revenue)Description
=Is equal to=Is equal to=Is equal to
!=Is not equal to>Is smaller than=!Is not equal to
is nullIs empty>=Is smaller than or equal to>Is smaller than
is not nullIs not empty<Is bigger than>=Is smaller than or equal to
likeSame as<=Is bigger than or equal to<Is bigger than
is not likeNot Same asis nullIs empty<=Is bigger than or equal to
inmultiple valuesis not nullIs not emptyis nullIs empty
not inmultiple values not inis in the lastis within the last dateis not nullIs not empty
containsExpression is within is not in the lastis not within the last datelikeSame as
does not containExpression is not within is in the nextmultiple valuesnot likeNot Same as
matches regular expressionsequence of characters that defines a search patternis not in the nextmultiple values not ininmultiple values

containsExpression is withinnot inmultiple values not in

betweenDate is between X and YcontainsExpression is within 

does not containExpression is not within 

matches regular expressionsequence of characters that defines a search pattern

betweenAmount is between X and Y

Rows Per Page

Sets the number of records to display per page.

Format Mask

Format enable you to customize the display of the report. Format contains the following submenu:

  • Sort
  • Control Break
  • Highlight
  • Compute
  • Aggregate
  • Chart
  • Group By

Format - Sort

Used to change the columns to sort on and determines whether to sort in ascending or descending order. You can also specify how to handle empty columns (NULLS). The default setting always displays NULLs last or always display them first. The resulting sorting displays to the right of column headings in the report.

Format - Control break

Used to create a break group on one or several columns. This pulls the columns out of the interactive report and displays them as a master record.

Format - Highlight

Enables you to define a filter. The rows that meet the filter criteria display as highlighted using the characteristics associated with the filter. Options include:

  • Name is used only for display.
  • Sequence identifies the sequence in which the rules are evaluated (with 10 having a higher priority than 20).
  • Enabled identifies if a rule is enabled or disabled.
  • Highlight Type identifies whether the row or cell should be highlighted. If Cell is selected, the column referenced in the Highlight Condition is highlighted.
  • Background Color is the new color for the background of the highlighted area.
  • Text Color is the new color for the text in the highlighted area.
  • Highlight Condition defines your filter condition.
    • See operators for more information about different filter options

Format - Compute

Enables you to add computed columns to your report. These can be mathematical computations (for example,NBR_HOURS/24) or standard Oracle functions applied to existing columns. Some display as examples and others (such as TO_DATE)can also be used). Options include:

  • Computation, enables you to select a previously defined computation to edit.
  • Column Label, is the column label (name) for the new column.
  • Format, is an Oracle format mask to be applied against the column (for example,S9999).
  • Computation Expression, is the computation to be performed. Within the computation, columns are referenced using the aliases displayed.

Below computation expression, the columns in your query display with their associated alias. Clicking on the column name or alias includes them in the Computation. Next to Columns is a keypad. This keypad functions as a shortcut to commonly used keys. On the far right are Functions.

The following example computation demonstrates how to display total compensation:



Format - Aggregate

Aggregates are mathematical computations performed against a column. Aggregates display after each control break and at the end of the report within the column they are defined. Options include:

  • Aggregation enables you to select a previously defined aggregation to edit.
  • Function is the function to be performed (for example, SUM, MIN).
  • Column is used to select the column to apply the mathematical function to. Only numeric columns display.

Format - Chart

You can define one chart per saved report. Once defined, you can switch between the chart and report views using view icons the Search bar. Options include:

  • Chart Type, identifies the chart type to include. Select from horizontal bar, line with area, pie, or line.
  • Label, enables you to select the column to be used as the label.
  • Axis Title for Label, is the title that displays on the axis associated with the column selected for Label. This is not available for pie charts.
  • Value, enables you to select the column to be used as the value. If your function is a COUNT, a Value does not need to be selected.
  • Axis Title for Value, is the title that displays on the axis associated with the column selected for Value. This is not available for pie charts.
  • Function, is an optional function to be performed on the column selected for Value.
  • Orientation, allows you to select the orientation of the chart. 
  • Sort, allows you to sort your result set.

Format - Group By

You can define one Group By view per saved report. Once defined, you can switch between the group by and report views using view icons on the Search bar. To create a Group By view, you select:

  • the columns on which to group
  • the columns to aggregate along with the function to be performed (average, sum, count, etc.)
    • Functions, used to defined the function that is to be performed
    • Column, defines the column over which the function is performed
    • Label, the name of the 'Group By Function'
    • Format, the format of the function
    • Sum, used to sum up the results of the function

Save Report

If any of the previous options have been applied to the overview page these options can be saved. There are 2 options available when saving a custom report. Public and Private.


Resets the report back to the default settings, removing any customizations that you have made.


Shows help text for the different options of the overview page


Enables the current result set to be downloaded. The download formats differ depending upon your installation and report definition but may include CSV, HTML, Email, XLS, PDF, or RTF.