Oracle Fusion ERP (Enterprise Resource Planning) offers robust reporting capabilities through its Business Intelligence (BI) tools, allowing organizations to gain valuable insights into their financial and operational data. While Fusion ERP provides a wide range of pre-built reports, customization options enable users to tailor reports to their specific requirements. In this guide, we’ll explore how to customize BIP report in Oracle Fusion ERP. We will cover customization of both data model and report layout.
Login and Locate a Standard Report to Customize
- Log in to your Oracle Fusion ERP instance.
- Navigate to the “Reports and Analytics” area, which is usually found in the “Tools” or “Navigator” menu.
- Find the standard report that you want to customize in the Oracle BI Publisher.
- We will go with Account Analysis for Contra Account Report. It can be found under Financials/General Ledger/Account Analysis as highlighted in yellow below
- We can also find out name of ESS job which is used to run this report. Click more and then properties as follows
Customize the Report Layout
- Oracle BI Publisher provides a report customization feature (only available through /xmlpserver URL) to help with customization. Use your instance url and followed by /xmlpserver and go to same report path as described earlier. You will find the option of Customize after clicking more as follows
- Now the report copy would be available in Custom folder
- Edit this custom report. Here you can download standard e.g. rtf template, modify it and upload it. Always add a new layout from “View a list” option otherwise it will give sample data not available error upon adding new layout. Also set the Default Layout from this same screen
Refer to post for more details on BI report layout.
Important Info related to Customization
When you select the Customize option for a report, BI Publisher creates a copy of the report in the “Custom” folder and link it internally to the original report. You can customize the custom copy of the report, leaving the original report intact. When users initiate a request to run the original report, whether from the BI Publisher catalog or through an application process, BI Publisher detects the customized version and runs your custom version instead.
Customization Benefits
The Customize feature provides the following benefits:
- Enables a customization process that mimics the convenience of an “in-place” customization. BI Publisher automatically creates the copy and the mapping.
- Removes the requirement to edit calling processes or applications to execute the custom report. Although you customize the copy, BI Publisher automatically sends all requests to run the original report to the custom copy instead.
- Removes the risk of patches overwriting your customizations of prepackaged Oracle reports.
Customize Data Model
- The Customize option is available only for reports. The Customize option is not available for data models, style templates, or sub templates.
- To customize data models, style templates or sub templates and insulate them from potential changes from patching, make a copy of the data model, style template, or sub-template and either rename it or place it in a custom directory. Ensure that you update any reports to point to the customized data model, style template, or sub-template.
- Copy the data model as shown below
- Paste it in same custom folder created in previous step. You can create folder “Data Models” similar to source folders structure. We can prefix the data model with custom prefix and attach the custom layout to this newly created data model copy.
Test Report and Set Permissions
- Preview your report to check how modified report looks. Test the report with sample data to ensure that it displays the desired results.
- The security grants applied to the original report and folder hierarchy are not copied to the report created in the Custom folder. You must manually apply the security settings for the new custom reports and folders.
Note: When creating Custom Data Model, follow the guidelines and best practices of Data Model Creation. For details, please refer to https://www.oracle.com/docs/tech/middleware/bip-best-practices-for-saas-env.pdf