Creating report templates is the second step in generating reports:
Create a query. See Creating Queries.
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.
Set up a report group. See Creating Report Groups.
Set up the report definition. See Creating Report Definitions.
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.
Close all windows before you install.
A message displays, “Data Loaded Successfully”. Click OK.