1. Report Designers Guide
  2. Creating a New Report

Creating a New Report

Note: You must be assigned the Oracle Analytics Publisher Developer or Oracle Analytics Publisher Administrator role to create or edit the reports.

Creating a new report consists of the following steps:

  1. Create the report data source. Your report data would come from the Transportation and Global Trade Management Cloud operational database or archive database.
  2. Create the report entry in the desired folder on the Reports page.
  3. Open the Report Editor.
  4. Specify the general properties for the report.
  5. Define the Data Model. Your report data may come from a SQL query, an HTTP feed, a Web service, an Oracle Publisher Answers request, or a file.
  6. Define the parameters that you want users to pass to the query and define lists of values for users to select parameter values.
  7. Test your data model.
  8. Design the layout template.
  9. If you are designing an RTF template, load the data to the Template Builder for Word. Use the Template Builder in conjunction with the instructions in Creating RTF Templates to build your report layout.
  10. If you are designing a PDF template, follow the instructions in Creating PDF Templates to build your report layout.
  11. If you are using a predesigned PDF form (such as a government form), follow the instructions in Creating a Layout from a Predefined PDF Form.
  12. Upload your templates to the Report Editor.
  13. (Optional) Add translations for your reports. See Translating Reports.