Creating Report Templates

Creating report templates is the second step in generating reports:

  1. Create a query. See Creating Queries.

  2. Create a template. This section lists the steps to create a report template. Report Templates are created in Microsoft Word and require the Sample XML created from the report query in the Creating Queries section.

  3. Set up a report group. See Creating Report Groups.

  4. Set up the report definition. See Creating Report Definitions.

  5. Generate the report. See Generating Reports.

This section assumes a basic working knowledge of BI Publisher. Refer to the BI Publisher documentation packaged with the Template Builder for additional information.

  To create a report template:

  1. Download and install the Oracle Business Intelligence Publisher Enterprise Desktop Client:


    Close all windows before you install.

  2. Open Microsoft Word with a new document.

  3. Select the BI Publisher tab, then Load Data.

  4. Locate SampleQuery.xml generated from the query and click Open.

    A message displays, “Data Loaded Successfully”. Click OK.

  5. Select Insert, and then Table Wizard.

  6. Select Table and click Next.

  7. Select the default data set and click Next.

  8. Select the desired fields to show in the report and click Next.

  9. Select the Goup By, then select the fields to group by, and then click Next.

  10. Select the Sort By, then select the fields to sort by, and then click Finish.

  11. Save the template as an *.rft file; for example: SampleQuery.rtf.

  12. Click Save or Save and Close.