Customization Process of Oracle Fusion Standard (Seeded) BI Publisher Report

There are 6 steps involved in customizing standard report

Step By Step Process:

Step 1: Identify which job we are going to customize (E.g: Trial Balance Report)

Step 2: Create copy of the standard report

Step 3: Attach data model to New Customizing report

Step 4: Change Enterprise Scheduler Job Package Name and Enterprise Scheduler Job Definition Name

Step 5: Register as Enterprise scheduler job

Step 6: Submit report from Scheduled Process

Step 1: Identify which job we are going to customize (Ex: Trial Balance Report)

     Navigation : Navigator --> Schedule Process (Select job which needs to be customized )

     select job from the list (E.g: Trial Balance Report) and Submit 

      Click on log 

Note Report .xdo file  Path 

Step 2: Create copy of the standard report

Go to Reports and Analytics 

 Navigation : Navigator --> Reports and Analytics 

Click on browse catalog 

Go to folder navigation : /Financials/General Ledger/Trial Balances/

Click more --> Select Customization Option

Note : Now we can observe that in Custom Folder Report copy will be created with same as path like in standard folder

Step 3: Attach data model to New Customizing report   

To find out data model which is attached to this report click on edit 

Now Copy Standard Data model and Paste in Custom folder

 Go to path /Financials/General Ledger/Trial Balances/Data Model 

Go to Path : Shared Folder/Custom//Financials/General Ledger/Trial Balances/

Paste Data Model like below 

Once Pasted Then click on edit report Then Select the data model which we have copied in custom folder for the report 

We are done with Creating Copy of the Report from Standard Report 

Step 4: Change Enterprise Scheduler Job Package Name and Enterprise Scheduler Job Definition Name

Navigation : Click on edit report --> Go to Properties 

Change names as per naming standards like below

Enterprise Scheduler Job Package Name   : GLTRBALSPCROP  Enterprise Scheduler Job Definition Name : GLTRBALSPCROP

Step 5: Register as Enterprise scheduler job

Go to Setup and Maintenance : 

Select  : Financials  and search for task : Enterprise Scheduler Jobs for Financial and Supply Chain Management and Related Applications

Search for standard Report then click on Duplicate :

Once we duplicate report One record will be created with Blank Report 

Then select that entry and click on edit ( Pencil ) Symbol 

Provide details like below :

Report Display Name : As you like (E.g. SP Corp Trial Balance Report)

Name : as you like (E.g spcorptrialbalrpt this like short name in EBS )

Path : /oracle/apps/ess/custom/ ( This is same for Custom reports)

Report ID : This should be the exact Path of report which in Custom Folder with Report name Extension (.xdo)

(E.g /Custom/Financials/General Ledger/Trial Balances/TrialBalance.xdo)

Copy Standard Report Parameters : 

Click on Copy from existing job definition 

Search for standard report and click Ok 

Parameters will be copied from your standard report to New Report 

You are done with Creating Custom Enterprise Scheduler job for Standard report 

Step 6: Submit report from Scheduled Process

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