Saturday 21 April 2012

Modifying Seeded report to Custom report or customization of seeded report

Step1.  Open the report WIPUTACD.rdf in report builder.
 
Step 2.  Save it as XXWIPUTACD.rdf
Step 3.  Now go to  USER PARAMETERS
Where You can see only one parameter by Name – P_ACCOUNT. Now make it to P_ACCOUNT_FROM  and then create one more parameter by name P_ACCOUNT_TO
 
Create P_ACCOUNT_TO with below shown data type and width.
Step 4. Go to AFTER PARAMETER FORM
If you open that you will see the code as
If :P_Account_from is NOT NULL then
:P_Limit_Account := 'and WA.reference_account = :P_Account_from’
Endif;
Modify the above code as shown below
if (:P_Account_from is NOT NULL AND :P_Account_to is NOT NULL) then
   :P_Limit_Account := 'and WA.reference_account >= :P_Account_from and WA.reference_account >= :P_Account_to';
elsif (:P_Account_from is NOT NULL AND :P_Account_to is NULL) then
             :P_Limit_Account := 'and WA.reference_account = :P_Account_from'
elsif (:P_Account_from is NULL AND :P_Account_to is NOT NULL) then
            :P_Limit_Account := 'and WA.reference_account = :P_Account_to'
end if;
Compile & close.
Step 5. Select as shown below and goto Program>compile>all. It will compile the report. Now save it and then move to the report server.
Step 6.  Login to application once the rdf is moved to the server.
And Switch the responsibility to ‘System Administrator’
Step 7. Go to Concurrent>Program>Executable
Create the new executable as shown below.
Executable – XXWIPUTACD
Short Name – XXWIPUTACD
Application – Work in Process
Description – WIP Account Distribution Custom Report
Execution Method – Oracle Reports
Execution File Name – XXWIPUTACD
Save and close the screen.
Step 8. Go to Concurrent>Program>Define
Press F11
Paste the WIPUTACD this name in the Executable – Name as shown below
Now Press Ctrl + F11 . You will get below screen now in that screen below You have
Copy to… button click it. It will open below screen
Enter the Program name and Short Name as shown in the below screen
Program –  WIP Account Distribution Report
Short Name –  XXWIPUTACD
And also click check boxes as shown below
And press button.
Step 9.  Below screen will open. Modify the report name as Custom Report.
Program -- WIP Account Distribution Custom Report
Description -- WIP Account Distribution Custom Report
Executable Name -- XXWIPUTACD
 
Step 10.  Click on Parameters button then parameters form will open. As shown below
To to Account Parameter


Modify as Account – Account from
And token as
P_Account – P_Account_from

Save it. Then it will give this message then click on Ok then it will be saved.
 Now Create press on the top of the Parameter form then it shows as below 
Now enter the values as shown below

 Save and exit the screen.
Step 11. Now attach the new created report to Work in Process responsibilities request group.
Step 12. Switch the responsibility to concern responsibility and submit the custom report which you have created and check it if any errors or there or not.