Creating BI Publisher Custom Report

o create a new BI Publisher custom report 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 Prints and Reports
  6. From the log window (Custom Prints and Reports - Current View: All) click New
  7. Select one of the following options to open the Custom Report window:
    • Report with Internal Data Model, or
    • Report with External Data Model

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

Note: Oracle supports the delivery of BI Publisher reports from P6 in PDF format by way of email, only.

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 BI Publisher Custom Print

Creating Custom Email Template

Publishing BI Publisher Custom Print

Parameters for External Multiple Custom Print

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 Report Window (General tab)

Custom Report Window (Views tab)

Custom Report Window (Query tab)

Custom Report Window (Parameters tab)

Custom Report Window (Template File tab)

Custom Report Window (Sample Data tab)



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Last Published Friday, April 9, 2021