Adding a Report to Navigator

To add your report to the Navigator:

  1. Sign in to Unifier as a Company Administrator and go to the Company tab (Company Workspace), ensure that you are in Administration mode > Configuration > Navigator (User mode).
  2. Open your Project or Shell Navigator. You must be able to see your Custom Report on the right-hand side. If you do not see your Custom Report ensure that you have published the report. See Importing Template into Unifier.
  3. Add your Custom Report to the Reports section on the left-hand side (in the Navigator, you can create a new subfolder under Reports called Advanced Reports).
  4. Click OK to close the window.
  5. Deploy the Navigator by highlighting it and clicking Deploy from the toolbar.

Related Topics

Creating a Report with Line Items

Formatting Data

Adding Summary Page to Report

Adding a Chart

Adding Headers and Footers

Adding BI Fields to RTF File Header or Footer

Importing Template into Unifier

Setting Permissions on Report

Running the Report



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Last Published Wednesday, March 28, 2018