Using Oracle Report eXchange Designer to build an Assets Report

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a whitepaper that demonstrates a practical case of using Report eXchange Designer to develop Oracle Assets report.

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Using Oracle Report eXchange Designer to build an Assets Report

  1. 1. Case Study: Using Oracle Financials Rxi Reports Administration Tool to Build a Fixed Assets Report Author: Mohamed Nazih Oracle Financials Senior Consultant Olympic Group, Egypt m.nazih@gmail.comCase Study Abstract This Case study is intended to explain how to use Rxi to build a report that display Cost of assets, accumulated depreciation, and NBVCase Study Details The requirement is to provide a report that display the cost, accumulated depreciation, and Net Book Value for every asset grouped by Major and Minor categories. Oracle Assets has “Asset Register Report” which displays all data related to assets:Figure 1 It was not acceptable to display a page for every asset while the information needed is in a line of three amounts. Page 1 of 17
  2. 2. Approach Modifying the attribute set of RXi report to display nothing than required information and using this attribute set upon running the standard request.Steps 1- Go to Report eXchange Designer Responsibility:Figure 2 (N) Setup RXi Page 2 of 17
  3. 3. Figure 3 From LoV, select “RX-only: Fixed Assets Book”Figure 4 Page 3 of 17
  4. 4. Figure 5 This report has Default attribute set. If used, the result will be as follows:Figure 6 Page 4 of 17
  5. 5. 2- Modifying the Default Attribute Set (B) Copy Attribute Set (From the default to a new one with unique name)Figure 7 Page 5 of 17
  6. 6. Start eliminating unwanted columns, adding the preferred ones, and rearrange columnsFigure 8 Page 6 of 17
  7. 7. Figure 9 Page 7 of 17
  8. 8. Figure 10 Page 8 of 17
  9. 9. Figure 11 Page 9 of 17
  10. 10. 3- Test the new attribute set by running the requestFigure 12Figure 13 Page 10 of 17
  11. 11. Note that Life-To-Date Depreciation amounts have no total 4- Adjust the report be adding a total Select the column nameFigure 14 (B) Column Details Page 11 of 17
  12. 12. Figure 15 Check [Sum] check box (B) Sum DetailFigure 16 Page 12 of 17
  13. 13. 5- Test the new attribute set by running the requestFigure 17 Total for category but not for account (Rxi has not this total as shown in figure 16). Page 13 of 17
  14. 14. 6- More enhancement: • Adjust column width • Remove the heading of Functional CurrencyFigure 18 (B) Column Details Page 14 of 17
  15. 15. Figure 19 Increase the length of Asset Category column from 17 to 20 and decrease the length of Asset Number column from 14 to 11 Page 15 of 17
  16. 16. Figure 20 Page 16 of 17
  17. 17. (T) Page Setup on Attribute Set window (figure 18) Uncheck (CB) Functional CurrencyFigure 21 7- Run the report with last Attribute SetFigure 22 Page 17 of 17

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