Multiple user-defined reports (UDRs) can be transferred between Unifier environments.
- Go to Company Workspace > Admin mode > Configuration Package Management > Component List.
- Click Create.
- Go to Company Workspace > User Defined Reports.
- Select your reports.
- Enter a value in the Name field (top left).
- (Optional) Click Error Check to see if there are any dependencies.
- Click Save.
Note: You can use the Save As option if you want to copy the component list.
- Go to Company Workspace > Admin mode > Configuration Package Management > Configuration Packages (to create a configuration package).
- Click Create.
- Enter values in the Package Name, File name (zip file name), and Components Lists.
- Select the component list related to your selected report.
- In the New Configuration Package window click Next. The window displays a preview of your reports.
- Click Next. In case of errors, you will see messages, if no errors are detected, then respond to the following:
- Do you want to publish this package for production?
- Download package after creation.
- Click Create to create the configuration package.
- Import the configuration package into the destination environment to transfer the reports.
See Also
Working with Custom Reports (Standard View)
If your company has custom report in a Program, Project, or Shell developed through Oracle Business Intelligence Publisher (BI Publisher), the custom reports will be available under the Custom node (User mode > Reports > Custom > [Report Name]).
Note: You must have permission to access custom reports in User mode.
To run a custom report in a Program, Project, or Shell:
- Open the Program, Project, or Shell.
- Switch to User mode.
- In the Navigator, click Reports > Custom > [Report Name]. The Reports log shows the list of available custom reports, if you have permission to access.
- The Report Settings Page will open in the right-hand pane.
- In the Template and Format section, select an output format.
- In the lower-right corner of the Report Page, click Run Report to generate the report in the selected format.
Note: The print output is based on your permissions to certain data in Unifier.
Report Settings Page
When you select the Report Name node, under the Custom node in the left-hand navigator, the Report Settings Page will open in the right-hand pane.
The following explains the main elements of the Report Settings Page:
- Name
The Report name appears in the upper-left corner of the page.
- Template and Format
The Template field is a drop-down list that displays the default template that was used at the time of designing the report in the BI Publisher server. If multiple templates are available for the External Report, then they will be listed in this drop-down list.
The Format field is a drop-down list that displays the default format (set based on the default template) that was used at the time of designing the report in the BI Publisher server. If multiple formats are available for the selected template, then they will be listed in this drop-down list.
Example
Available Template: Contracts
Available Formats: PDF, RTF
- Search Parameters
This section contains all the parameters that are designed for the External Report in the BI Publisher server. The BI Publisher supports the following parameter data types:
- String
- Integer
- Boolean
- Date
- Float
Acceptable values (which include wildcard characters) for these parameters depend on the data model used for the report definition.
Except for the Date parameter, the Reports Settings window displays a text field for the other parameters.
- Additional Parameters
Displays additional parameters as defined by the report.
- Run Report
When you click Run Report, the system generates the report. When you run an External Report in the User mode, Unifier accesses the BI Publisher server and the External Report output will be based on the latest design of the report in the BI Publisher server. Unifier does not store any data related to the External Report content such as model, format, layout, and so forth.
- Reset
When you modify the Template, Format, or Parameters fields, a Reset button will appear in the lower-right corner of the Report Page. Clicking Reset will clear out all the entries made by the user and will reset the fields back to the template default.
Scheduling External Reports
For steps involved in scheduling reports in BI Publisher server, refer to the Oracle Business Intelligence Publisher User's Guide.
Custom node
The Custom node, under the Reports node in the left-hand navigator, includes both the Internal Reports and the External Reports.
When you select and open an Internal Report, the Internal Report log window opens and contains the following columns:
- Name
Displays the name of the Internal Report that has been created in Unifier.
- ID
Displays the system-generated ID, for example, uuu_ext_54 for external report and uuu_54 for internal report.
When you select and open an External Report, the External Report log window opens and contains the following columns:
- Report Name
Displays the name of the External Report that has been created in the BI Publisher server.
- Default Template
Displays the default template name (for the Default Format) of the External Report that has been set in the BI Publisher server.
- Default Format
Displays the default format of the External Report that has been created in the BI Publisher server.
Running an External Report
When you run an External Report in the User mode, Unifier accesses the BI Publisher server and the External Report output will be based on the latest design of the report in the BI Publisher server. Unifier does not store any data related to the External Report content such as model, format, layout, and so forth.
When you open an External Report, the Report Settings window opens, which contains fields related to the External Report parameters (listed in the Parameters section of the window), and fields related to the template and format for the External Report (Available Templates and Available Formats). The User can set the External Report attributes in the Reports Settings window.