Reports Setup Tab
The Report Setup tab allows users to create a GT report name and associate a pre-configured PeopleSoft report and template with it.
Navigation: Manage GT eForms 3.x > Form Setup - Report Setup
The Report Setup tab is the last tab on the Form Type Table. Users may have to use the right arrow, located next to the tabs at the top of the screen, to see the Report Setup tab.
| Field | Value/Use |
|---|---|
| Form Type | Displays the current Form Type |
| Form Condition | Identifies form conditions. Users may set up reports per form condition and/or add multiple reports per form condition. |
| GT Report Name | The name entered here will appear to the eForm user after clicking the Print button. Enter a unique GT Report Name. |
| <Select XML> (Button) | Opens a prompt window. The Default XML option will be available for all forms. When custom XML schemes are created for clients, they will be available here for selection. |
| XML Generator Name | Displays the XML scheme selected in the previous step |
| Report Name | Field where the user enters or searches for the Report Name Note: Configuring Reports in PeopleSoft is not covered in this feature document. Refer to Reports Setup How to Guide or Oracle documentation for more information on this process. |
| Template ID | Field where the user enters or searches for the appropriate Template ID associated with the Report Name in the previous step |
| <Get Sample XML> (Button) | Opens a window to load eForm XML data (see explanation below) |
Get Sample XML button
The Get Sample XML button is provided as a straighforward way to load and copy sample eForm data to use when creating a BI Publisher template.
| Number | Field | Value/Use |
|---|---|---|
| 1 | Form ID Lookup | Click to search for available sample forms. |
| 2 | Form ID Lookup Window | Displays all initiated Form instances for the Form Type. Select a Form ID link. Note: In order get sample XML data for a form type, at least one eForm must be initiated |
| 3 | Get Sample Button | Click to load sample XML data for the Form ID selected above. |
Sample XML
The image above displays sample XML from an eForm, which may be copied and pasted into an appropriate application and saved as an XML file. This XML may be used to create a BI Publisher Report.
Print a Report
When Reports are set, users will have access to print the report from a form type’s View and Evaluate tasks. Users will also have access to the Print button on the Delivered Result page, which is typically used at the end of the Add, Evaluate, and Update tasks.
Navigation for GT WorkCenter Users: GT eForms WorkCenter > View a [Form Type] form
| Number | Field | Value/Use |
|---|---|---|
| 1 | Report Name (Dropdown) | Displays the list of GT Report Names configured for the form type and condition. Use the menu to select a report to print. |
| 2 | <Print Report> (Button) | Button used to generate PDF report in a new browser tab or window. Use the PDF controls to view, download, save, print and/or email the report. Note: Verify that pop-ups are not blocked for this URL |
| 3 | <Return> (Button) | Button used to return to View mode and close the print window. |
| Example PDF Report |
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