Understanding Report Director Template Definitions

You can modify JD Edwards EnterpriseOne Report Director templates and create custom templates through the Oracle's JD Edwards EnterpriseOne Report Director Templates (P91400) application. You can access the JD Edwards EnterpriseOne Report Director Templates application from both the Microsoft Windows client and the web client. When complete, the templates are available on the welcome form of the Director.

The Report Director template description appears in the Application Report drop-down list box on the welcome form of the Director. Custom Report Director template names should begin with DT and follow the recommended naming convention for JD Edwards EnterpriseOne objects.

One of the specifications that you can define for Report Director templates is the smart field template to be used. This is an optional specification. You can use Report Director templates without smart fields. However, you cannot use smart fields without Report Director templates.

The JD Edwards EnterpriseOne Report Director Templates application includes three tabs:

Building Blocks
Available for all Report Director templates.
Properties
Available only if the tabular detail section is selected for the report.
Drill Down
Available only if the tabular detail section is selected for the report.

For each Report Director template that you create, you can define these specifications:

Which detail section type to use in the report.
Which business view to use as the default.
Which processing option template to use with the report.
Which smart field template to make available for the selection layout.
This is an optional specification.
Important: Smart fields associated with a Report Director template rely on the business view attached to the report template. If you select a different business view when designing the report, the associated smart fields might not function correctly. Before making any changes, ensure that you know which business view columns the smart fields require. This critical association is justification for defining the default business view in the Report Director template.
The preferred section data sequencing and level breaks.
Under the Default Sequence and Level Breaks heading, you can define the data sequencing to be used in the report. The first two data items that you select are defined as level break fields. These can be modified during the report design process.
Which additional properties to include.
Display financial or generic criteria. Available only if the tabular detail section is selected for the report.
Define the appropriate Drill Down feature.
Activate and define the Drill Down feature. Available only if the tabular detail section is selected for the report.