Custom Templates Windows Log
The following applies to all Custom Prints and Reports (Internal Reports and External Reports).
Users do not need a separate set of permissions to access the External Reports in the Custom Prints and Reports log. Users who have permissions to the Custom Templates node can view the External Reports in the Admin mode.
In the User mode, because the External Reports appear as a list, the permission settings are the same as those for Internal Custom Reports (View).
The Custom Prints and Reports windows log (Custom Templates - Current View: All) displays information such as the name, description, and modification date.
Name
- Name of Print template or name of Report.
- For External Reports: This field displays the name of the report populated from the BI Publisher/Oracle Analytics Publisher server.
- For Custom Print: The name of the print template, as entered in Unifier Essentials.
- For Internal Reports: The name of the report as entered in Unifier Essentials.
- The maximum character length is 255. After 255, the characters will be truncated.
Description
- Description of Print template or description of Report.
- For External Reports: This field displays the description of the report populated from the BI Publisher/Oracle Analytics Publisher server.
- For Custom Print: The description of the print template, as entered in Unifier Essentials.
- For Internal Reports: The description of the report, as entered in Unifier Essentials.
Type
- Custom Print
- External Reports: The reports that are created in the BI Publisher/Oracle Analytics Publisher server, and are displayed here, will have a Type: External Reports.
- Internal Reports: The reports that are created in Unifier Essentials will have a Type: Internal Reports.
- Custom Email
Location
This column is empty and not available for use.
Data Model Type
Internal or External for both Print and Report.
Key
- System-generated unique ID.
- For External Reports: The key starts with "
uuu_ext
" - For Print or Internal Report: The key starts with "
uuu_
"
Report Level
The value is blank for Print and for both Internal and External reports, it shows Project, Program, or Application (only for Internal Reports).
Status
- Displays whether the report is in one of the following conditions:
- Invalid (only applicable for the External Reports)
- Draft
- Publish
Publish Date/Synch Date
- Date the record was last published, or synchronized, in the BI Publisher/Oracle Analytics Publisher server and Unifier Essentials. This field will be blank when status is changed to Draft/Invalid.
- For External Reports: The date when the report is synchronized (from BI Publisher/Oracle Analytics Publisher server to Unifier Essentials).
- For Custom Print: The date that the print template was published to the BI Publisher/Oracle Analytics Publisher server.
- For Internal Reports: The date the reports were published to the BI Publisher/Oracle Analytics Publisher server.
Last Modified By
Name of the user who last synchronized the record.
Note: When transferring Custom Reports by way of configuration package, the Custom Reports name and level must match in both source environment and destination environment.
The toolbar contains the following options:
- New
- Custom Print with Internal Data Model
- Custom Print with External Data Model
- Report with Internal Data Model
- Report with External Data Model
- Custom Email with Internal Data Model
- Open
- Copy
- Delete
- Status
- Find
- Synchronize External Reports
New
The External Reports are created in the BI Publisher/Oracle Analytics Publisher server. The New option enables the user to create Internal Reports and Custom Print templates.
Open
The user uses the Open option to open an External Report.
Copy
This option is disabled if you select a record in the Custom Print, or Reports, logs that is an External Report type.
Delete
For External Reports: The user can use this option to delete External Reports that have "Invalid" status. This option is disabled if the selected External Report is in "Published" status.
For Internal Reports: The user can use this option to delete an Internal Report that has never been Published.
For Custom Prints: The user can use this option to delete a Custom Print that is in "Draft" or "Published" status.
Status
The status for all imported External Reports is "Published." The values for this column are:
- Draft
- Published
- Invalid
- The "Invalid" status is only applicable to External Reports. This status does not apply, and is not available, for Internal Reports and Custom Print records.
- The system assigns the "Invalid" status if a report that has been previously imported to the system is no longer in the BI Publisher/Oracle Analytics Publisher server.
- You can delete an External Report that has the status "Invalid" from the log.
- If the user had the permission to view an External Report at runtime, and the status is now set as "Invalid," then the user cannot view the External Report at runtime.
Find
The Find option, on the toolbar, lets you search for a particular record in Custom Prints and Reports log. The options for finding a report are:
- Name
- Type
- Location
- Data Model Type
- Last Modified By
Synchronize External Reports
The Synchronize External Reports option, on the toolbar, lets you synchronize data between the BI Publisher/Oracle Analytics Publisher server and Unifier Essentials.
This option allows you, the Administrator, to update the system with the reports created in the BI Publisher/Oracle Analytics Publisher server. When you click Synchronize External Reports, the system connects to BI Publisher/Oracle Analytics Publisher server to retrieve reports through Web Services.
You can set the level of the report (Report Level) in the Synchronize External Reports window that opens after you click Synchronize External Reports.
After the synchronization is complete, you can set the permissions, per Report Level, in Unifier Essentials. During the runtime, all changes to the report design, such as data model, layout, translation files, and so forth, will be applied.
The following rules apply when you synchronize external reports:
- The Synchronize External Reports window displays all the new reports that exist in the BI Publisher/Oracle Analytics Publisher server.
- Reports that exist in both BI Publisher/Oracle Analytics Publisher server and Unifier Essentials (same reports in terms of count, name, and location), do not appear in the Synchronize External Reports window.
- When you click Synchronize External Reports, the system synchronizes all reports. You cannot select a particular report to be imported into Unifier Essentials.
- If you have imported a report to Unifier Essentials and the report no longer exists in the BI Publisher/Oracle Analytics Publisher server, then when you click Synchronize External Reports the status of the report will be "Invalid" and you cannot see the report at runtime.
- If you change the name of a report in BI Publisher/Oracle Analytics Publisher server, the system treats the report as a new report after synchronization.
- The system sets the original report, in Unifier Essentials, as "Invalid" and you cannot see the report at runtime.
- If you change the location of a report in BI Publisher/Oracle Analytics Publisher server, the system treats the report as a new report, after synchronization.
- The Synchronize External Reports window displays the report and the report new location, after import.
- The system sets the original report, in Unifier Essentials, as "Invalid" and you cannot see the report at runtime.
- If multiple reports, with same names exist in BI Publisher/Oracle Analytics Publisher server, after synchronization, all reports will be imported into Unifier Essentials.
- After the reports are synchronized, the system updates the descriptions of the reports. There will be a small delay for this operation.
- If the report parameter (external reports) starts with "
uuu_hidden_
", it will not be available for the user to edit in Unifier Essentials.
Synchronize External Reports window
- The Report Name is a read-only field and lists the names in alphabetical order.
- The Location is a read-only field and lists the location of the report in the BI Publisher/Oracle Analytics Publisher server.
- The Report Level is drop-down field and contains two values to select from: Project and Program. The default value is Project, and you can modify the Report Level only at the time of import. After you import the report, you cannot modify the Report Level. If you select an incorrect Report Level, the system sets the status of that report as "Invalid." You can select Synchronized External Reports option and set the Report Level in the Edit Report Level window.
- The Description field provides a description for the BI Publisher/Oracle Analytics Publisher Report on the BI Publisher/Oracle Analytics Publisher server.
Last Published Tuesday, June 4, 2024