About Customizing Reports

Use the product-specific prebuilt reports (seeded reports) to create customized reports for your business requirement.

Oracle provides many product-specific prebuilt reports with Fusion Applications Suite. For example, the invoice register, the pick slip report, the payroll summary, the journals report, and the customer credit memo. To meet the specific needs of your enterprise, customize these prebuilt reports. You can’t directly edit the prebuilt report objects.

Use the Customize feature to copy a prebuilt report (including the report folder structure and the permissions) to the /Shared Folders/Custom folder, and then modify the report. In the /Shared Folders/Custom folder, you can edit and customize the report to change layout, add a new layout, change report properties and parameters, schedule the report, or change permissions.

The original or the prebuilt report is linked to the custom report in the /Shared Folders/Custom folder. When users open or schedule the original report, they're using the custom report in the /Shared Folders/Custom folder.

If a patch updates the original report, the corresponding custom report in the /Shared Folders/Custom folder isn't updated and you don't lose your edits.

The Customize option is available only for reports. The Customize option isn't available for data models, style templates, or sub templates.

Don't rename a customized report. A renamed custom report will be treated as a new custom report and it isn't mapped to the original report.

Note:

If you use the Customize option to edit a predefined report, when you access the edited report from Fusion Applications Suite, you see the updated output only after the refresh that happens every 24 hours. See Reflect Changes from Edited Reports Sooner.

Requirements

Ensure that you have proper permissions for editing and creating the Publisher objects. To view and perform actions on the report objects in catalog, your role must be granted the appropriate combination of functional permissions to enable actions and access permissions to the object in the catalog. The functional permissions are granted in the definition of the role and the access permissions are granted in the catalog.

The Customize option is available through direct access to Publisher using the /xmlpserver URL (for example: http://hostname.com:7001/xmlpserver). The Customize option isn't available through the /analytics URL.

Considerations

Action performed on the prebuilt report	Behavior when a custom report is present
Open	Opens the custom report.
Schedule	Creates a report job for the custom report.
Edit	Edits the custom report.
Copy	Copies the prebuilt report.
Download	Downloads the custom report.
Delete	You can't delete the prebuilt report. Custom report isn't deleted.
Rename	You can't rename the prebuilt report. The custom report name isn't changed.