Configuration+ | Integrating Discoverer Reports

Problem: Oracle Discoverer continues to be the workhorse business intelligence tool for many Oracle E-Business Suite (EBS) customers. But it is often run separately from EBS, so users need to switch back and forth between transactional screens, DBI, and Discoverer sessions. Furthermore, if a user wants to update any of the data in a Discoverer report, they need to go back into EBS and search for the record to make changes.

Solution: By personalizing the Oracle CRM dashboards and embedding special links in reports, Discoverer can be integrated with EBS to improve user productivity—without customization.

The first step is to add a Discoverer shortcut from the appropriate page(s) in E-Business Suite. Below I've added a link from the Sales Manager Dashboard.

disco_sales_mgr_dash (73K)

This link takes the user directly to the Worksheet list and displays reports assigned to the user's current responsibility. There is no need for the user to login to Discoverer.

From here, Discoverer reports can be run as usual.

disco_sales_mgr_reports (18K)

Round-trip integration can be achieved by embedding a special drill-out in the Discoverer reports. When the user clicks on the Opportunity Name link in Discoverer they have the ability to view Opportunity Details.

disco_oppty_drill_out (1K)

Following this link takes them back into E-Business Suite and directly to the opportunity selected in Discoverer. disco_oppty_drill_landing (82K)
The user can now review all opportunity details and even make updates if desired.


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