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. Select Definition > Report Template.
3. Select the appropriate report from the Filter drop-down.
4. Select the appropriate template name. The predefined default template is called the Oracle Template.
5. Click Download Template.
6. Save the downloaded template as an .rtf file to the location where you want to work on the template.
7. 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. Select Definition > Report Template.
3. Select the appropriate report from the Filter drop-down.
4. Select Record > Insert.
5. Enter the new template name.
6. Click Upload Template.
7. Select the .rtf from the location where it is stored.
8. Save the file.

Updating or Deleting a Custom Report Template

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

1. Log into TMS.
2. Select Definition > Report Template.
3. Select the appropriate report from the Filter drop-down.
4. Select the appropriate template. You may select only one template at a time.
5. Check out the template. 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.
6. Select the report you are updating or deleting, if it is not already selected.
7. If you are updating the report:
   1. Select the template name from the location where it is stored.
   2. Click Upload Template.
   3. Save the file.
8. If you are deleting the template:
   1. Select the template to delete.
   2. Select Record > Delete.
   3. Save the file.

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