Considerations When Using the Customize Feature

When you click the Customize link, the report and the folder structure are copied to the Custom folder. The custom report still references the original data model. The data model is not copied. Because the data model referenced by the custom report is the original data model, an Oracle patch that updates the data model may impact the running of your custom report if the data structure is changed.

When an Oracle patch is applied that updates the original report, the custom report is not updated in any way.

When a custom version of a report exists, performing tasks on the original report will have the following results:

Task Performed on the Original Report	Behavior When a Custom Report Is Present
Open	Opens the custom report.
Schedule	Creates a report job for the custom report.
Edit	Edits the custom report.
Delete	Deletes the original report (only).
Copy	Copies the original report.
Cut/Paste	Cuts and pastes the original report.
Rename	Renames the original report. The custom report name is not changed.
Download	Downloads the custom report.
Customize	Edits the custom report.

To apply further edits to a report in the Custom folder perform one of the following

• Select the Customize or Edit option for the original report; this action opens the existing customized report.

• Navigate to the custom report in the Custom folder and select Edit.

If you manually create the identical folder path to a report under the Custom folder and create a report with the same name, BI Publisher treats the identically named report as a customized report and will run this report instead of the original report, as if you had used the Customize option to create it.

If you delete the original report, the custom report is not deleted. If you delete the custom report, the original report is not deleted.