Creating BI Publisher Custom Print

To create a new BI Publisher custom print configuration:

  1. Open Unifier
  2. Go to Company Workspace tab
  3. Switch to Admin mode
  4. Click Configuration to open the node
  5. Click Custom Templates
  6. From the log window (Custom Templates - Current View: All) click New
  7. Select one of the following options to open the Custom Print window:
    • Custom Print with Internal Data Model, or
    • Custom Print with External Data Model

      Note: To view a BI Publisher custom print template, select the template and click Open.

See the Custom Templates (Custom Prints and Reports) Overview section for more details.

See Also

Configuring and Publishing BI Publisher Custom Templates (Custom Prints and Reports)

Custom Templates (Custom Prints and Reports) Overview

Assigning Roles and Permissions to BI Publisher User to Publish and Run Unifier Reports

Creating Data Model (.XDM) File

Custom Templates Windows Log

BI Publisher Report Levels

Sample XML Data for Custom Templates (Custom Prints and Reports)

Creating Custom Email Template

Publishing BI Publisher Custom Print

Parameters for External Multiple Custom Print

Creating BI Publisher Custom Report

Download and Install BI Publisher Desktop for Microsoft Office

Building Report Template (RTF)

Publishing BI Publisher Custom Report

Making a New Custom Report or Custom Print Appear in Unifier Navigation

Setting Permissions for Custom Reports

Running a Report in Unifier

Uploading a Template for External Data Model Type Custom Report

Downloading Sample XML Data for Designing New Templates

Modifying Existing XDM for Custom Report or Custom Print Configuration

Adding a Dynamic Image in the Custom Print Template

Adding a Dynamic Image in the Custom Report Template

Adding a Dynamic Image in BI Publisher Report

Adding Rich Text Data Element in BI Publisher Report and Custom Print

Connect to Unifier Database

In This Section

Custom Print Window (General tab)

Custom Print Window (Template File tab)

Custom Print Window (Sample Data tab)


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Last Published Friday, April 9, 2021