Customizing a Base Report

The Base Report Summary allows you to customize the business metadata for the base report. To access this component, navigate to the Base Report Overview and click the Report Name link in the row for the base report you want to change.

Information is grouped in three tabs, located on the left side of the component. The component opens on the Details tab, which allows you to view the following information:

Use the following tabs to customize the business metadata for the report:

Business Custom

Click this tab to edit the business metadata to customize the base report. The metadata is presented in XML format in the Fields text box. Edit the text to make the changes you want in the report. For more information about using the code editor text box, see Using the Code Editor Text Box.

Business Base

Click this tab to access the base (default) business metadata for the report as it was shipped with the application. You can view but not change the information in this tab. If the report has not been previously customized, you can copy the default metadata from this tab to use as a base for making your changes on the Business Custom tab.

For additional information about customizing reports, see the System Administration Customization Guide provided with your installation package.

Using the Code Editor Text Box

Code Editor text boxes are available on components where you customize system metadata. Clicking the magnifying glass button on the right side of the text box opens a secondary window that displays XML or IronPython code in numbered rows. This window provides basic code editing features, such as syntax color coding and indentation, in-line error and warning syntax validations, and the ability to expand and collapse elements.

While this window is open, pressing the tab key advances the cursor only within the text window; it will not advance the cursor to other areas of the page. Also, using your browser's search function (CTRL+F) will only search text that is currently visible on the component. To search the entire contents of the text window, click anywhere inside the window and press CTRL+F. A search field for use only in searching the contents of the window appears in the upper right corner of the window.

Related topics:

Managing Base Reports

 

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