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How do we customize pre-defined reports to add more parameters and display fields on OTBI

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Abhinav Gaddipati
Abhinav Gaddipati Rank 1 - Community Starter
in Oracle Transactional Business Intelligence

Summary:

Trying to add more parameters for a custom AR aging report

Content (required):

Accounts Receivable Aging Report

Version (include the version you are using, if applicable):Oracle cloud 22c


Code Snippet (add any code snippets that support your topic, if applicable):

Tagged:

Answers

  • Raghavan p-Oracle
    Raghavan p-Oracle Rank 5 - Community Champion

    What is the seeded report name?

    Copy the resulting 'Analysis XML' from the seeded report and with that create a new OTBI report.

  • Jahnavi-Oracle
    Jahnavi-Oracle Rank 6 - Analytics & AI Lead

    Hi Abhinav, We can always edit the predefined reports and save them as new and create new dashboards around it for having a customized version of it. Are you not able to edit the Accounts Receivable Aging Report?

  • Abhinav Gaddipati
    Abhinav Gaddipati Rank 1 - Community Starter

    Hi Janhnavi, thank you for having a look at this question :)

    When I try to customize the report, the system downloads a word doc and I'm unsure what to do next. Please see image below.


  • Jahnavi-Oracle
    Jahnavi-Oracle Rank 6 - Analytics & AI Lead

    Hi @Abhinav Gaddipati , Got it, So you are trying to customize a BIP report template (rtf) that is why it shows the word doc. I initially thought you need to edit and OTBI Analysis that is why asked to simply edit it.

    For BIP rtf templates you would have to download the template and customize it using Template builder for word.

    Here is an article which explains more on rtf templates -https://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bip/tb4word/tbwordbip.htm

    Its an old link but it covers the basics I think. Please check.

  • ravikiran goda-Oracle
    ravikiran goda-Oracle Rank 6 - Analytics & AI Lead

    Please review the below document

    Oracle Fusion OTBI: How to customize any seeded BI Content like Dashboard, Analysis etc... (Doc ID 2107535.1)

  • Abhinav Gaddipati
    Abhinav Gaddipati Rank 1 - Community Starter

    Thank you Raghavan and Jahnavi! was able to find the right steps with your resources.