Before you begin building a report template, you must have completed the steps in the preceding sections: SQL statement: Writing Your First Statement > Creating Data Views, Building Custom Report: Building Report Template
You can build a Rich Text Format (RTF) template and upload the template to your Custom Report in Unifier, and generate live reports.
Using Invoice as an example, the following explains how to build a simple RTF template (non-tabular report).
To create a simple RTF template:
The application must have the Microsoft Word BI Publisher plug-in installed. See Download and Install BI Publisher Desktop for Microsoft Office.
Note: Alternatively, you can use a template file (for example, A Word template file from your customer).
INV_ID
because it is a unique identifier for each Invoice.The BI Publisher plug-in application adds a code to the document which includes: a start (for-each), a page break (page break), and an end (end) for your Invoice loop.
The field browser window enables you to add fields from you XML sample data file.
Example
for-eachINV_RECORD_NO-INV_TITLE
page breakend
The first report is now ready.
The report only has the Invoice record number and title for each Invoice in your sample XML (the approved and pending ones because: WHERE inv.STATUS = 'Approved' OR inv.STATUS = 'Pending'
in our SQL statement).
You can continue to build on the generated report by adding additional fields from the Upper Form of the Invoices BP, as well as headers, footers, formatting, and so forth.
Creating a Custom Report in Primavera Unifier
Download and Install BI Publisher Desktop for Microsoft Office
Review Unifier Database Table Structure
Creating a Report with Line Items
Advanced BI Publisher Functions
Search Parameters and Additional Parameters
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Last Published Wednesday, March 28, 2018