About Creating Report Package Structures in Smart View

You can easily create a Word-, PowerPoint-, or PDF-based report package structure using Oracle Smart View for Office.

With the New Report Package command, available in Narrative Reporting Home, from the New Report Package command in the Action Panel of Narrative Reporting Library, or from the right-click context menu on user folders in the Library, you can use a folder structure or a file as the source of the new report package.

A subset of report package design and creation activities can be performed in Smart View. For example, you use the Narrative Reporting web interface to rearrange doclets in the report package, define development phases, and assign users to those phases. But with Smart View, you can quickly accomplish the task of defining the structure of a report package by adding doclets (regular, supplemental, and reference) and sections in one step.

Smart View provides two methods for creating report packages:

• From a folder

  Create a folder on a local or network drive. Under this folder, place subfolders and files for the report package. The content and structure of the folder, including subfolders and content of subfolders, becomes the doclets and sections of the report package structure. See Creating Report Package Structures from Files in a Folder.

• From a file

  Select a .docx or .pdf file as the basis of your report package structure. The headings in the file become doclets at the root level of the report package. See Creating Report Package Structures from a File.

With either method, you have the option to specify name, description, and the type for each doclet (regular, supplemental, or reference), and assign author responsibilities, before importing the files to create the report package.

After import, the basic structure and content of your report package is defined. You can further refine the structure from Smart View by adding more doclets or sections to the report package and, optionally, assigning author responsibilities to them. Then continue with the Narrative Reporting web interface to complete the report package definition.

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Learn about creating Narrative Reporting report package structures in Smart View.	Overview: Getting Started With Report Packages in Smart View for Office

Guidelines for Creating Report Package Structures in Smart View

• You must have the Report Admin role to see the New Report Package command.

• When creating a report package structure from a folder:

  • Word-, PowerPoint-, and PDF-based report packages are supported.

  • You must supply a style sample document. This can be a file that you plan to add to the report package structure as a doclet, or it can be a file you specially created to be your style sample file. But you need to select a style sample document when creating the report package structure.

  • Files within the folder structure cannot be 0 (zero) KB. A 0 KB file can result when creating a Word or PowerPoint file from Windows Explorer using the right-click menu. Remove any such files from your folder structure.

• When creating a report package structure from a file:

  • You can only create Word-based report packages.

  • Only .docx and .pdf files are supported as the source of the report package.

  • Even if the file selected is a .pdf, the resulting doclets will all be of Word type (.docx). No sections will be created in the resulting report package, and all the generated doclets will appear at the root level.

  • No style sample document is required. Smart View generates a style sample document based on the content of the Word document or PDF file.

• The following conditions will result in an error:

  • If any required fields are missing input in the New Report Package dialog

  • Report package type and doclet type mismatch; for example, if you try to define a PowerPoint file as a regular doclet in a Word-based report package.

  • For report package structures based on a folder structure:

    • If any folders in the structure are empty. Remove any empty folders from your folder structure.

    • If any files within the folder structure are 0 (zero) KB. A 0 KB file can result when creating a new Word or PowerPoint file from Windows Explorer using the right-click menu. Make sure the files are valid Office documents of non-zero file size.

  • For report package structures based on a file, if the file is empty, contains invalid content, or is password protected.

  • A report package with the given name already exists in the system; names must be unique.

  • The report package creator does not have permission to the specified library folder.