Working With Custom Reports

If your company has custom reports in a project/shell that were developed through Oracle Analytics Server, the custom reports are available under the Custom grouping node.

Note:

You must have permission to access custom reports in User mode. For Collaborator Users, access is limited to View if permission is enabled.

To run a custom report in a project/shell:

  1. Go to the project/shell tab, and switch to User mode.
  2. In the left Navigator, select Reports, select Custom, and then select the applicable report.

    The Reports log shows the list of available custom reports. The Report Settings Page opens in the right pane.

  3. In the Template and Format section, select an output format.
  4. In the lower-right corner of the Report Page, select Run Report to generate the report in the selected format.

    Note:

    The print output is based on your permissions to certain data.

Report Settings Page

When you select the [Report Name] functional node, under the Custom grouping node in the left Navigator, the [Report Settings] page opens in the right pane.

The following items describe the main elements of this page:

  • Name: The name appears in the upper-left corner of the page.
  • Template and Format: The Template list displays the default template used when the report was designed in Oracle Analytics Server. If multiple templates are available for the external report, the list includes them.

    The Format field displays the default format, based on the default template, used when the report was designed in Oracle Analytics Server. If multiple formats are available for the selected template, they are shown.

    Example

    Available Template: Contracts

    Available Formats: PDF, RTF

  • Search Parameters: This section contains all parameters defined for the external report in Oracle Analytics Server. Oracle Analytics Server supports these data types:
    • String
    • Integer
    • Boolean
    • Date
    • Float

    Acceptable values, including wildcard characters, depend on the data model used for the report definition.

    Except for the Date parameter, the Reports Settings page displays a text field for the other parameters.

  • Additional Parameters: Displays additional parameters as defined by the report.
  • Run Report: When you select Run Report, the system generates the report. When you run an external report in User mode, the system accesses Oracle Analytics Server, and the output reflects the latest design of the report in Oracle Analytics Server. Unifier does not store data for the external report content, such as the model, format, or layout.
  • Reset: When you modify the Template, Format, or Parameters fields, a Reset button appears in the lower-right corner of the Report Settings page. When you select Reset, the system clears the entries that you made and restores the fields to the template defaults.

Custom grouping node

The Custom sub-node under the Reports grouping node in the left Navigator includes internal reports and external reports.

When you select and open an internal report, the Internal Report log opens and contains these columns:

  • Name: Displays the name of the report.
  • ID: Displays the system-generated ID, for example, uuu_ext_54 for an external report and uuu_54 for an internal report.

When you select and open an external report, the External Report log opens and contains these columns:

  • Report Name: Displays the name of the report that was created in Oracle Analytics Server.
  • Default Template: Displays the default template name for the Default Format of the report that was set in Oracle Analytics Server.
  • Default Format: Displays the default format of the report that was created in Oracle Analytics Server.

Running an External Report

When you run an external report in User mode, the system accesses the Oracle Analytics Server, and the output reflects the latest design of the report in Oracle Analytics Server. Unifier does not store data for the report content, such as model, format, or layout.

When you open an external report, the Report Settings window opens. You can use this window to set the report attributes.