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:

  1. Go to the Company Workspace tab, and switch to the Admin mode.
  2. 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.

  3. Open the project/shell User Mode Navigator.
  4. In the dialog box, find the newly created BIP reports on the right side and move them to a desired location in the navigator.
  5. Save the changes and close the window.
  6. Select the project/shell User Mode Navigator and click the Deploy button to ensure the changes take effect.
  7. 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

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

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

Running a Report

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 the Database



Last Published Saturday, July 13, 2024