Customizing Report Templates

You can customize the layout of TMS reports using Oracle Business Intelligence (BI) Publisher. You can download the default template and, for example, change the background color, add conditional statements, insert logos and other images, change the order of the fields displayed. You then upload this customized template back into TMS with its own name. Each time a user runs the report, he or she can choose to use the default template or a customized template.

TMS allows you to upload multiple templates for each report.

You cannot overwrite or delete the default Oracle template.

The TMS_DEFINE_PRIV privilege is required to customize templates.

This section includes:

• Downloading a Report Template
  
• Modifying a Report Template
  
• Uploading a Custom Report Template
  
• Updating or Deleting a Custom Report Template
  

Downloading a Report Template

To download a report template, follow the instructions below:

1. Log into TMS.
2. Click the TMS Lite Browser link from the TMS opening screen. The TMS Lite Browser opens.
3. Click the Reports tab.
4. Select the appropriate report from the Report field. The form refreshes and lists the selected report's templates in the table below.
5. From the list, click the appropriate template name. (The predefined default template is called the Oracle Template.) A standard File Download pop-up box opens.
6. Click Save. A standard Browse pop-up box opens.
7. Navigate to the location where you want to work on the template and click Save. The system saves a copy of the template as an .rtf file on your local system.
8. Save the file.

Modifying a Report Template

To create your first custom template for any report, begin by downloading the default Oracle template. You can create additional custom templates or modify existing custom templates at any time.

1. Open the downloaded template file locally in MS Word.
2. Make the changes you require. For information about using Oracle BI Publisher, go to the following website:

   http://docs.oracle.com/cd/E23943_01/bi.1111/e22254/toc.htm
   

3. Save your changes.

Uploading a Custom Report Template

To upload the template after customization, follow the steps below:

1. Log into TMS.
2. Click the TMS Lite Browser link from the TMS opening screen. The TMS Lite Browser opens.
3. Click the Reports tab.
4. Enter a name for the new customized template in the Template Name field.
5. Using the Browse… button, select the .rtf template file from your system.
6. Click the Create New Template button. The form refreshes and adds the customized template to the list of templates for this report.

Updating or Deleting a Custom Report Template

To update or delete an existing template, follow the steps below:

1. Log into TMS.
2. Click the TMS Lite Browser link from the TMS opening screen. The TMS Lite Browser opens.
3. Click the Reports tab.
4. Select the appropriate report from the Report field. The form refreshes and lists the selected report's templates in the table below.
5. Choose the appropriate template by clicking its corresponding button in the Select column. You may select only one template at a time.
6. Click Checkout Template. Your user ID appears in the Checkout column.

   Only one person can check out a template at a time. The template version that was current at the time of checkout remains available for use in TMS until the updated version is uploaded. The new version is then available.

   Note:

   If you decide not to update or delete the template, click Undo Checkout.

7. If you are updating the template, download the template and modify it locally; see Downloading a Report Template and Modifying a Report Template.
8. Select the report you are updating or deleting, if it is not already selected.
9. If you are updating the report, enter a template name and browse for the modified local .rtf template file, then click Upload Template. The system updates the template and automatically checks it in.

   If you are deleting the template, click Delete Template.

   TMS does not allow you to overwrite or delete the default Oracle template.