Frequently Asked Questions for Pixel-Perfect Reports

This topic provides frequently asked questions about designing Publisher Reports.

What are the recommended template size limits?

  • Publisher template limit: 50 MB
  • RTF template limit: 30MB
  • Microsoft Excel template limit: 50 MB and 65K rows
  • PDF template limit: 10 MB

How do I test fonts using template viewer?

  1. Run the template viewer and navigate to the Setting tab.
  2. Load the xdo.cfg configuration file that contains the font mapping. Reload the xdo.cfg file after any change you make to it.
  3. Run the report to see how the fonts look.

What do I do when the size of the report data exceeds the maximum limit?

Try these tips to handle large amounts of data:
  • Add a filter to the report to select only the necessary columns and limit the number of rows returned.
  • Enable SQL or XML pruning to remove unused data columns.
  • Perform aggregations such as counts, sums, and averages within the query to complete the calculations at the database layer.
  • When using the RTF template or XSL template, use xpath to improve data navigation. Follow the best practices for designing RTF templates.
  • Use data chunking for large amounts of data.
  • Increase the value of the Maximum Report Data Size and Free memory threshold properties, but use care not to incur a loss in performance.

Why aren't the CSV reports formatted as specified in the templates?

Reports in CSV format are generated directly from the data models, without generating an XML file. You can't use a template to format the CSV reports. If you want to include white spaces in the scheduled CSV reports, select the Enable CSV Output data model property, and deselect the Save Data for Republishing option.

How do I include the ID of the submitter in the report?

Add the xdo_user_name system variable as a parameter to your report data model, and then reference the parameter value in your report. See Include User Information Stored in System Variables in Your Report Data. Don’t use database functions such as the SYS_CONTEXT function in Publisher reports.

How do I specify "True" or "False" as Text instead of Boolean in an Excel template if the data file corresponding to the fields contain "True" or "False" as Text value?

When you enter "True" or "False" in an Excel cell, the smart Excel function formats the cell as Boolean.

If you want your XML data to consider "True" or "False" value as Text instead of Boolean, clear the cell where you have entered "True" or "False", format the cell as Text, and then enter "True" or "False".

Where are the draft Publisher objects stored?

All the temporary files of data models and reports are stored in the My Folders/Draft folder. Irrespective of whether the temporary files are created by a Publisher flow or saved by users explicitly in the My Folders/Draft folder, Publisher deletes files that are more than 24 hours old from the My Folders/Draft folder.

What's the maximum number of fields you can add using Template Builder in an Excel template?

The Template Builder for Excel limits the number of fields per Excel template to 990.