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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 are able to view the External Reports in the Admin mode.

In the User mode, since 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 the following information:

• Name
• Description
• Type
• Location
• Data Model Type
• Key
• Report Level
• status
• Publish/Synch Date
• Last Modified By

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 server.
• For Custom Print: The name of the print template, as entered in Unifier.
• For Internal Reports: The name of the report as entered in Unifier.
• 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 server.
• For Custom Print: The description of the print template, as entered in Unifier.
• For Internal Reports: The description of the report, as entered in Unifier.

Type

• Custom Print
• External Reports: The reports that are created in the BI Publisher server, and are displayed here, will have a Type: External Reports.
• Internal Reports: The reports that are created in Unifier will have a Type: Internal Reports.
• Custom Email

Location

• Location of the report in the BI Publisher server relative to the path specified in the Unifier Configurator.
• For the External Reports, the path is relative to the property value for the BIP External Report Folder.
• For the Internal Reports, the path is relative to the property value for the BIP Report Folder.
• This column displays the path of the report in the BI Publisher server. The location plays an important role when there are two reports with the same name.

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 (for Internal Reports, only).

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 server and Unifier. 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 server to Unifier).
• For Custom Print: The date that the print template was published to the BI Publisher server.
• For Internal Reports: The date the reports was published to the BI 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 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 applicable to External Reports, only. 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 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, allows you to 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, enables you to synchronize data between the BI Publisher server and Unifier.

This option allows you, the Administrator, to update the system with the reports created in the BI Publisher server. When you click Synchronize External Reports, the system connects to BI 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. 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 server.
• Reports that exist in both BI Publisher server and Unifier (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.
• If you have imported a report to Unifier and the report no longer exists in the BIP 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 server, the system treats the report as a new report after synchronization.
  • The system sets the original report, in Unifier, as "Invalid" and you cannot see the report at runtime.
• If you change the location of a report in BI 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, as "Invalid" and you cannot see the report at runtime.
• If multiple reports, with same names exist in BI Publisher server, after synchronization, all reports will be imported into Unifier.
• 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.

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 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 at the time of import, only. After you import the report, you cannot modify the Report Level. If you select an incorrect Report Level, then 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 Report on the BI Publisher server.

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Last Published Friday, February 2, 2024