Oracle Transactional Business Intelligence Reports Properties Configuration

Abhisht Verma
Version 1
Published in
7 min readJul 20, 2023
Photo by Carlos Muza on Unsplash

As we all know, Oracle OTBI is a vital module that we must use to deploy Bi Report/OTBI Reports, thus in this blog I will run you through the correct way to configure Pixel-Perfect Report properties.

Once your report has been deployed, the next crucial step is to configure Report Properties. In the report editor, click Properties to open the Report dialogue and adjust Report Properties.

The following option sets are available in the Report Properties dialogue:

General — Configure the report’s general properties.

Caching — Configure the caching options for this report.

Formatting — Configure the report’s runtime configuration parameters.

Font Mapping — Create font mappings for report.

Currency Format — Define the currencies for this report.

Set the General Properties as follow

Run Report Online

If you do not want users to be able to access this report on the online Report Viewer, disable this property.

Users can only Schedule the report when it is disabled. You should keep this enabled for most reports. Disable it for long-running, batch, or other reports that aren’t suitable for online viewing. When you activate this property, you can additionally set the properties listed below.

Property -Show Controls

Description- This attribute governs the appearance of the report’s control section. The Control section includes the Template, Output, and Parameter lists. If you don’t want users to be able to read and alter these settings, disable this attribute.

Default-Enabled

Property- Allow Sharing Report Links

Description-The Report Viewer’s Actions menu offers the option Share Report Link, which allows users to show the URL for the current report. If you don’t want users to see and copy the report link, disable this attribute.

Default-Enabled

Property-Open Links in New Window

Description-This feature governs how links inside a report are opened. Links, by default, open in a new browser window. To open links in the same browser window, disable this attribute.

Default-Enabled

Property- Auto Run

Description-When this attribute is enabled, when the user clicks the Open link for the report, the report runs automatically. Selecting the Open link for the report when Auto Run is disabled reveals the web viewer but does not run the report. To run the report, the user must choose an output type from the View Report menu.

Default- Enabled

Advanced Options

A report’s advanced properties can be configured. The advanced property choices are described below.

Property- Job Priority

Descriptions- Specifies the report’s priority. A report’s priority can be set to Critical, Normal, or Low. A report’s priority is set to Normal by default.

Publisher configures JMS Priority to prioritise scheduled report jobs and allows high priority report jobs to execute ahead of non-critical jobs.

Publisher processes reports in First In First Out (FIFO) order if all of them have the same priority. The Report Job History page displays the priority settings for jobs.

Property- Send Output as URL

Descriptions- Specifies whether the report output should be sent as a URL. This report-level property overrides the Email Output as URL instance-level property setting. This report-level property can be configured by administrators and report authors.

Instance Level — Select this option to set the report-level property to the same value as the instance-level property Email Output as URL.

Enabled — Check this box to configure the report to deliver the report output as a URL regardless of the Email Output as URL instance-level property setting.

Disabled — Select this option if you do not want the report output to be sent as a URL, even if the administrator has enabled the Email Output as URL instance-level property.

Property- Save XML for Republishing

Descriptions- Specifies whether the XML data should be saved for republishing the report. Deselect this selection to prevent the report’s XML data file from being generated.

Property- Disable “Make Output Public” option

Descriptions- Select this option to disable the report’s Make Output Public option on the scheduling page, ensuring that the job output is always private. If you choose this option for a report, you will be unable to configure a job to make the report public.

Property- Enable Bursting

Descriptions- Select this option to allow report output bursting, and then choose the appropriate bursting definition from the list. When a user schedules the report, the Scheduler will be enabled with the selected bursting definition.

The data model includes the bursting definition.

Property- Ignore Email Domain Restrictions

Descriptions- Select this option to ignore the values set in the Allowed Email Recipient Domains property in the delivery configuration page.

Property -Report is Controlled by External Application. Users cannot run or schedule report from catalog, can view history

Descriptions- When Publisher is integrated with another applications that controls the generation of this report and you do not want people to execute and see this report directly from the catalogue, select this option. Publisher reports are saved in the Publisher history tables, and users can see finished reports via the Report Job History page.

Property- Enterprise Scheduler Job Package Name

Descriptions- Specifies the name of the enterprise scheduler job package.

Property- Enterprise Scheduler Job Definition Name

Descriptions- Specifies the name of the enterprise scheduler job definition.

Configure Caching Properties

Set these caching parameters.

Property- Enable data Caching

Description-When this feature is enabled, the data created by this report’s online submission is saved in the cache. Subsequent attempts to run this report with the same parameter selections display the report using cached data. This option improves performance by generating reports from stored data rather than regenerating data from the source. The data remains in the cache for the duration indicated in the Cache Duration parameter. By specifying the User Level property, you may decide whether the report cache is shared by users.

Property- Caching Duration (Minutes)

Description-Enter the time limit for keeping a report dataset or document in cache. When the time restriction expires, the following request for the same report generates a new dataset.

Property- User Level

Description-This attribute keeps a cache for each user distinct. The report data displayed to each user is sourced solely from the private cache. This attribute, when enabled, ensures that each user can only see data that they are authorised to see. User-level cache, on the other hand, performs less efficiently. If the report data is not sensitive to the user, you can disable this property to improve efficiency.

Property- Document Caching

Description-Enabling this property causes the report document to be cached. When a user accesses a report online with document cache enabled, the document (data plus layout) is cached. The document is retrieved from the cache when another user (unless User Level is enabled) uses the web viewer to read the exact same report (same layout, same output type, same parameter selections). The document is cached for the duration given in the caching policy. Document cache is not used by scheduled reports.

Property- User Can Refresh Report Data

Description-When this parameter is set to true, the user has the option of refreshing the data on demand. Publisher generates a new dataset for the report when the user clicks Refresh in the report viewer.

Configure Formatting Properties

You can set runtime properties at the report level using the Formatting properties tab.

These same properties can also be configured at the system level via the Administration page- (Path — Administration > Manage Publisher >Run Time Configuration > Properties option) For each property, the Formatting properties tab displays both the system-level and report-level settings. If the values at each level differ, the report level takes precedence.

Configure Font Mapping

Base fonts in RTF or PDF templates can be mapped to target fonts in the final document. Font mappings can be configured at the report or system level. In the Runtime Configuration page, the administrator configures the system level font mappings. Any system level adjustments are presented when you view the report properties Font Mapping tab. Edit the font mappings here to change the settings for this report.

1. Under RTF Templates or PDF Templates, Click Add.

2. Enter the following in the new row:

· Family Font: Enter the font family to map to a new font. Example: Arial

· Select the Style: Normal or Italic (Not applicable to PDF Template font mappings)

· Select the Weight: Normal or Bold (Not applicable to PDF Template font mappings)

· Select the Target Font Type: Type 1 or TrueType

· Enter the Target Font.

Configure Currency Formats

Map a number format mask to a specific currency in the Currency Format tab so that reports can display multiple currencies with their own appropriate formatting. Only RTF and XSL-FO templates allow currency formatting.

Currency formats can be configured at the report or system level. The Currency Format tab of the report properties displays the system level options. You can modify the currency format as well as the report options.

That’s it. I hope you find this blog helpful.
Thanks for Reading!

About the Author:
Abhisht Verma is an Oracle Cloud Functional Consultant at Version 1.

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