Making a New Custom Report Appear in Navigation
If you need to change the location of BI Publisher custom reports, follow these steps to make newly defined reports appear:
- Go to the Company Workspace tab, and switch to the Admin mode.
- Navigate to Configuration > User Mode Navigator.
Note: If the company uses the default User Mode Navigator (that is, the company has not defined a custom User Mode Navigator), you will be able to see the report name under Access Control of the project or program.
- Open the project/shell User Mode Navigator.
- In the dialog box, find the newly created BIP reports on the right side and move them to a desired location in the navigator.
- Save the changes and close the window.
- Select the project/shell User Mode Navigator and click the Deploy button to ensure the changes take effect.
- After deploying the navigator, sign out and then sign in, go to Access Control, and assign permissions for the new custom report.
Note: BI Publisher User Group requirement: To be able to create reports, users must be added to BI Publisher Author user group in the Primavera Administration Application.
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 Reports
Creating Data Model (.XDM) File
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
Creating BI Publisher Custom Report
Download and Install BI Publisher Desktop for Microsoft Office
Building Report Template (RTF)
Publishing BI Publisher Custom Report
Setting Permissions for Custom Reports
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
Last Published Friday, February 2, 2024