Working with Custom Reports

If your company has custom report in a program or project/shell developed through BI Publisher/Oracle Analytics Publisher, the custom reports will be available under the Custom grouping node (User mode > Reports > Custom > [Report Name]).

Note: You must have permission to access custom reports in User mode.

To run a custom report in a program or project/shell:

Open the program or project/shell and switch to User mode.
In the left Navigator, click Reports > Custom > [Report Name].
The Reports log shows the list of available custom reports, if you have permission to access. The Report Settings Page will open in the right pane.
In the Template and Format section, select an output format.
In the lower-right corner of the Report Page, click Run Report to generate the report in the selected format.
Note: The print output is based on your permissions to certain data.

Report Settings Page

When you select the Report Name functional node, under the Custom grouping node in the left Navigator, the Report Settings Page will open in the right pane.

The following explains the main elements of the Report Settings Page:

Name
The Report name appears in the upper-left corner of the page.
Template and Format
The Template field is a drop-down list that displays the default template that was used at the time of designing the report in the BI Publisher/Oracle Analytics Publisher. If multiple templates are available for the External Report, they will be listed in this drop-down list.

The Format field is a drop-down list that displays the default format (set based on the default template) that was used at the time of designing the report in the BI Publisher/Oracle Analytics Publisher. If multiple formats are available for the selected template, they will be listed in this drop-down list.

Example

Available Template: Contracts

Available Formats: PDF, RTF
Search Parameters
This section contains all the parameters that are designed for the External Report in the BI Publisher/Oracle Analytics Publisher. BI Publisher/Oracle Analytics Publisher supports the following parameter data types:
- String
- Integer
- Boolean
- Date
- Float
Acceptable values (which include wildcard characters) for these parameters depend on the data model used for the report definition.

Except for the Date parameter, the Reports Settings window displays a text field for the other parameters.
Additional Parameters
Displays additional parameters as defined by the report.
Run Report
When you click Run Report, the system generates the report. When you run an External Report in the User mode, the system accesses the BI Publisher/Oracle Analytics Publisher and the External Report output will be based on the latest design of the report in the BI Publisher/Oracle Analytics Publisher. Unifier does not store any data related to the External Report content such as model, format, layout, and so forth.
Reset
When you modify the Template, Format, or Parameters fields, a Reset button will appear in the lower-right corner of the Report Page. Clicking Reset will clear out all the entries made by the user and will reset the fields back to the template default.

Custom grouping node

The Custom grouping node, under the Reports grouping node in the left Navigator, includes both the Internal Reports and the External Reports.

When you select and open an Internal Report, the Internal Report log opens and contains the following columns:

Name
Displays the name of the Internal Report that has been created.
ID
Displays the system-generated ID, for example, uuu_ext_54 for external report and uuu_54 for internal report.

When you select and open an External Report, the External Report log opens and contains the following columns:

Report Name
Displays the name of the External Report that has been created in the BI Publisher/Oracle Analytics Publisher.
Default Template
Displays the default template name (for the Default Format) of the External Report that has been set in the BI Publisher/Oracle Analytics Publisher.
Default Format
Displays the default format of the External Report that has been created in the BI Publisher/Oracle Analytics Publisher.

Running an External Report

When you run an External Report in the User mode, the system accesses the BI Publisher/Oracle Analytics Publisher and the External Report output will be based on the latest design of the report in the BI Publisher/Oracle Analytics Publisher. Unifier does not store any data related to the External Report content such as model, format, layout, and so forth.

When you open an External Report, the Report Settings window opens, which contains fields related to the External Report parameters (listed in the Parameters section of the window), and fields related to the template and format for the External Report (Available Templates and Available Formats). The User can set the External Report attributes in the Reports Settings window.

Report Settings Page

Custom grouping node

Running an External Report

See Also