Creating a Template

Creating report templates is the second step in generating custom reports. Report templates are created in Microsoft Word with Oracle BI Publisher Desktop installed. Template creation also requires that you already generated the Sample XML during query creation.

To create a report template:

1. Open Microsoft Word with a new document.
2. Select the BI Publisher tab, then select the Sample XML folder above Load Data.
3. Locate the SampleQuery.xml that was generated when you created the query and click Open.

   When the message displays, "Data Loaded Successfully", click OK.

4. Select Insert, and then Table Wizard.
5. Select Table and click Next.
6. Select the default data set and click Next.
7. Select the desired fields to show in the report and click Next.
8. Select Group By, select the fields to group by, and then click Next.
9. Select Sort By, select the fields to sort by, and then click Finish.
10. Save the template as an .rft file; for example: SampleQuery.rtf.

For more information about creating RTF templates, see Creating RTF Templates.