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
Parent topic: Defining Other TMS Elements
Downloading a Report Template
To download a report template, follow the instructions below:
- Log into TMS.
- Select Definition > Report Template.
- Select the appropriate report from the Filter drop-down.
- Select the appropriate template name. The predefined default template is called the Oracle Template.
- Click Download Template.
- Save the downloaded template as an .rtf file to the location where you want to work on the template.
- Save the file.
Parent topic: Customizing Report Templates
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.
Parent topic: Customizing Report Templates
Uploading a Custom Report Template
To upload the template after customization, follow the steps below:
- Log into TMS.
- Select Definition > Report Template.
- Select the appropriate report from the Filter drop-down.
- Select Record > Insert.
- Enter the new template name.
- Click Upload Template.
- Select the .rtf from the location where it is stored.
- Save the file.
Parent topic: Customizing Report Templates
Updating or Deleting a Custom Report Template
To update or delete an existing template, follow the steps below:
Parent topic: Customizing Report Templates