Generating Custom Reports for Supplemental Data Manager

You can create reports for Supplemental Data Manager. The reports can be generated in PDF, CSV, HTML, or XLSX format.

Building custom reports involves four steps and can only be performed by a Service Administrator:

1. Creating a Supplemental Data Query
2. Creating a Template.
3. Setting Up a Report Group
4. Creating a Report

To build custom reports, you create a query whose definition can then be exported as an XML file. Import the XML file into Word and use it to create a template document, which must be in RTF format. Then you can set up a report group to group individual reports. Finally, generate the report, which uses both the query and the template you created and can be set with a default output of CSV, PDF, HTML, or XLSX.

After you have built a custom report, the Service Administrator or other users who have been granted access can generate the report. See Generating the Report.

Note:

If you are managing the migration between two environments and have custom reports, you may need to update the query definitions of those custom reports 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 is not required.