When you use reports, you might have any or all or the following requirements based on your implementation plan:
Link any of the predefined Request Groups to a Custom responsibility you use - refer Step 8.
Define a new Request Group - refer Step 7.
Customize predefined reports or add new reports - refer Steps 1 - 8.
To update any of the existing predefined reports, or if you have created a new responsibility to which you need to link the predefined request groups, or you require to create a new concurrent program, then you need to complete the following steps:
Use the XML Publisher Administrator responsibility to navigate to the Data Definitions window. In the Search region, enter the name of an existing Data Definition, for example, CCR Compliance Report. Make a note of the Code and Data Template. Click the Data Template to download it. You can now edit this to include or exclude fields per your requirements. Rename this file.
Navigate back to the Data Definitions page and click Create Data Definition. On the Create Data Definition page that displays, enter a name for the Data Definition, for example, CCR Compliance - Custom. Enter the Code for example, CUS_POXAWDCCR_XML. Select the Application, and optionally enter a start and end date. Click Apply. In the Files region, click Add File next to the Data Template field and browse and select the file you updated in step 1.
Navigate to the Template tab, and search for an existing template, for example CCR Compliance Report. In the Files region, click Download to download the RTF file and make the necessary updates to it. Rename this file, for example CUS_POXAWDCCR_XML.rtf.
Navigate to the Template tab, and click Create Template. Enter a Name for the new template, for example CCR Compliance - Custom Report. Enter the Code for example, CUS_POXAWDCCR_XML. Select the Application. Select the Data Definition you created in step 2. Select the Type. By default, this is RTF. Enter the Start Date and End Date, and select Yes or No in the Subtemplate field, as required. Select the Default Output Type, and enter a Description for the new template. In the Template File region, click Browse next the File field and select the RTF file you modified in Step 3. Select a Language and Territory. Select the Translatable check box if required. Click Apply.
Navigate to the Concurrent Programs window using the Application Developer responsibility. Enter a name for the Program. Enter a Short Name for the program. Ensure the short name is exactly identical to the Code you defined in step 4. In the example here, this is CUS_POXAWDCCR_XML. Enter the Application, and a Description. In the Executable region, select XDODTEXE as the Name. The Method is Java Concurrent Program. Select XML as the Format. Save your work. When you run the report, using the Submit Request window, the concurrent manager invokes the java concurrent program, which in turn calls the BI Publisher API’s to display the required output in RTF format.
Repeat the above steps for all reports that you require to update or create.
Navigate to the Request Groups window using the System Administrator responsibility. You can use any of the predefined request groups, which are All CLM Reports, Sourcing CLM Group, and CLM Reports. Alternatively, you can create a new request group. To do this, enter a Name for the request group. Select the Application. Add a description. In the Requests region, select Program as the Type, and the Name of your report. The Application displays by default.
Navigate to the Responsibilities window, and search for the responsibility to which you want to attach the Request Group you created. In the Request Groups region, select the Name of the Request Group you created, and save your work.
For information on customizing the template, see: Viewing and Updating a Template in the Oracle XML Publisher User's Guide.