Generating Custom Reports for Enterprise Journals
You can create custom reports for Enterprise Journals. Building custom reports involves four steps and can only be performed by a Service Administrator:
- Create a query whose definition can then be exported as an XML file. See Creating a Query.
- Create a template (which must be in RTF format) by importing the XML file into Word. See Creating a Template.
- Set up a report group to group individual reports. See Creating a Report Group.
- Optionally, set up the report definition. See Creating a Report Definition.
- After a custom report has been built, the Service Administrator or other users with access can generate the report which uses both the query and the template you created. The report can be set with a default output of XLSX, HTML, PDF, CSV, or CSV (Formatted). See Generating the Report.
Note:
If you are managing your migration from Oracle Classic environment to Oracle Cloud Infrastructure (OCI) and have any custom reports, you may have to update the custom report's query definitions in the Target Service. This is because the internal IDs for objects (for example, Tasks, Journals, Attributes, and so on.) may change during the migration. However, in case of Oracle managed migration, there will not be any change in the internal object IDs, so changes to custom report definitions are not required.