Using the XML Transcript Template

When a transcript is processed, an XML file is also created, with data for testing.

The XML file is uploaded to the Data Source page (Reporting Tools, XML Publisher, Data Source, Data Source).

To use the XML transcript template:

1. Select select Reporting Tools, then select XML Publisher, then select Report Definition and search by SSR.

2. Select SSR_TSRPT and access the Template page.

3. Click the Download button to select the template (it is an .rtf file).

   Note: Two rows exist: Landscape and Portrait.

4. To access the sub template, select select Reporting Tools, then select XML Publisher, then select Content Library.

5. Search using SSR and select SSR_TSRPT_STMPLT.

6. To use the Word Plug-In during testing of the template design, you must make some changes to the template so that the Word Plug-In knows where to find the sub template: click Download to view the instructions, which are at the top of the sub template.

7. To access the Plug-In, select select Reporting Tools, then select XML Publisher, then select Setup, then select Design Helper.

PeopleTools: BI Publisher for PeopleSoft

The system date format is set up on the Define Personalizations page in PeopleTools select (PeopleTools, then select Personalization, then select Personalization Options, then select Define Personalizations, then select Format). Individual users can also set the date format by using the select My Personalizations menu link. A local variable exists on the XML Transcript template, date_mask, to represent the date mask as the date format that was set up using personalizations. This variable is then added to each date field in the template, as the academic plan date. The Print Date and Plan Date fields on the transcript use this date formatting, as this example illustrates.

Image: Example of personalized date formatting on XML Transcript

This example illustrates personalized date formatting on an XML transcript.