Modifying Existing XDM for Custom Report or Custom Print Configuration

Changes to the Data view, Data Set, Query and Parameters are not applied to the XDM file by the system. Users need to apply those changes manually to the XDM file.

Data View

If a data view is changed, it may require a modification in the XDM file. For instance, if a new column is added and it is required in the layout of the report, then the column must be added into the query in the data set in the XDM file.

Main View for Data set

If a main view is changed for the data set, it requires a modification in the XDM file to reflect the change in the From clause of the query of the main data set.

Query Parameter

The Element name for a Query is mapped to a BI Publisher/Oracle Analytics Publisher parameter based on the format:

:uuu_p_{Element Name}

Note: Ensure the length of {Element Name} is less than 24 characters.

Any query parameters created on the elements of the main view on the query tab also need to be appropriately mapped in the Where clause of the main view query in the XDM.

To modify an existing custom report configuration:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Configuration > Custom Templates to open the log.
  3. Select a custom report and click Open to open the custom report window.

    Note: The custom report must be in Draft status for modification.

  4. Modify the fields as necessary. All fields except the "Report Level" can be modified, as long as the custom report has not yet been published. After the report has been published, the "Report Name" field also becomes un-editable.

Last Published Tuesday, December 12, 2023