Working with Custom Reports

If your company has custom reports in a program or project/shell developed through Oracle Analytics Server, the custom reports will be available under the Custom grouping node.

Note: You must have permission to access custom reports in User mode. For Collaborator Users, access is limited to View if permission is enabled.

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

Go to the program or project/shell tab and switch to User mode.
In the left Navigator, select Reports, select Custom, and then select the applicable report.
The Reports log shows the list of available custom reports. 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 Oracle Analytics Server. 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 Oracle Analytics Server. 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 Oracle Analytics Server. Oracle Analytics Server 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 User mode, the system accesses the Oracle Analytics Server and the External Report output will be based on the latest design of the report in the Oracle Analytics Server. 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 Oracle Analytics Server.
Default Template: Displays the default template name (for the Default Format) of the External Report that has been set in the Oracle Analytics Server.
Default Format: Displays the default format of the External Report that has been created in the Oracle Analytics Server.

Running an External Report

When you run an External Report in User mode, the system accesses the Oracle Analytics Server and the External Report output will be based on the latest design of the report in the Oracle Analytics Server. 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