1. Reports Guide
  2. Registering Report Templates

Registering Report Templates

You must register report templates so that users can select them in the Run Report pane.

You can register the same report template with many reports. However, uou can associate each report with only one report template.

This task is a step in Process of Creating Custom Reports.

Register a Report Template

  1. Make sure Oracle Publisher Server is running:

    1. On the machine where Oracle Publisher Server is installed, select Start, click Programs, and then select, for example, the Oracle - BIPHomeX menu item.

    2. Select Start Publisher.

      A command window opens, which you must leave open while the Oracle Publisher Server is running.

  2. Sign in to the Siebel client with administrator privileges, and then navigate to the Administration - BIP Publisher Reports screen.

  3. In the template list, click New.

    For more information, see Views You Use to Register Report Templates.

  4. Enter a name in the Report Name field and an optional description in the Description field.

    If you enter the name of a report that already exists, then Siebel CRM displays an error message. You must enter a unique name.

  5. In the Integration Objects list, specify the Siebel CRM data that the report template uses.

    Ignore the Primary Integration Object Name field. Siebel CRM automatically enters a value in this field when you select an integration object in the child Integration Objects list. For more information, see Specifying the Siebel Data That Report Templates Use.

  6. Select the report template file that Siebel CRM uses to run the report:

    1. In the Template field, select the Magnifying Glass.

    2. In the Add Attachment dialog box, click Choose File and then navigate to the following folder:

      SIEBSRVR_ROOT\XMLP\TEMPLATES

      Siebel CRM stores report template files in this folder. For more information, see Directory Structure That Siebel Reports Uses.

    3. Choose the report template file that this report must use, and then click Add.

      For example, choose the file you saved in Creating Report Templates.

  7. Define the optional fields, as necessary.

    For example, you can choose a start date in the Start Date field, and an end date in the End Date field to specify the time period when the user can run the report. You can also specify the default output type, how to do multiple language conversion, and so forth. For more information, see Defining Optional Fields When Registering Report Templates.

  8. Upload the files:

    • If you use a connected client, then click Upload Files.

    • If you use a disconnected client, then locate and upload the RTF and XLIFF files.

      Siebel automatically generates the XSL file and uploads these three files to the Siebel Server and Publisher XDO Engine.

    For more information about how to upload files, see How Siebel Uploads Report Templates.

  9. Verify that Siebel CRM uploaded the report:

    1. Sign in to Oracle Publisher Server with administrator privilege.

    2. Click the Reports tab, expand the Shared Folders tree, and then click SiebelCRMReports.

    3. Verify that the new report template and associated files were uploaded.