You can use BI Publisher to generate FSG reports that open in your word processing application or spreadsheet application. To generate financial reports with BI Publisher, you have several options:

• Publish your FSG report with BI Publisher in one step. This automatically creates your FSG report in XML output and uses that output to publish your FSG report from a single submission request. You do this through the Submit Requests window.

• Generate your FSG XML output from the Run Financial Reports window or from the Submit Requests window. Then separately run the XML Publisher program from the Submit Requests window against that request to apply the layout and formatting of a report template to your FSG report.

• After the XML output of your FSG report has been generated the first time, you can republish the FSG report against a different report template to obtain a different report layout and format without having to run the FSG program again.

To publish your FSG report in one step:

1. Navigate to the Submit Requests window and select Program - Publish FSG report program.

2. Enter the name of your FSG report in the Name field.

   The Parameters window appears.

3. In the Parameters window, enter your FSG report parameters.

   The following fields are required:

   • Ledger

   • Report

   • Period

   • Currency

   • Rounding Option

   • Date

4. Select OK.

5. From the Submit Request window, select Options from the Upon Completion section.

   The Upon Completion window appears.

6. Select your report template from the Template Name LOV.

   Note: You can select a seeded template or you can create a template using BI Publisher. For detailed information on creating a template, see the Oracle Business Intelligence Publisher Designer's Guide.

   The following templates are available:

   • FSGXML: Basic Template

   • FSGXML: Basic Drilldown Template

   • FSGXML: Basic Excel Drilldown Template (Raw Amounts)

   • FSGXML: Basic Excel Template (Raw Amounts)

   • FSGXML: Basic Excel Drilldown Template

   • FSGXML: Basic Excel Template

   • The first two templates (RTF) are most commonly used to generate PDF output.

   • The last four templates (spreadsheet) are most commonly used to generate spreadsheet output.

   Note: Templates that indicate raw amounts are not formatted and can be manipulated in a spreadsheet.

   Templates that indicate drilldown have links to Oracle General Ledger data.

7. Select OK.

8. From the Submit Request window, select Submit. A parent request is submitted that will generate two child requests. One request generates the XML output and the other request publishes the FSG report from the XML output.

   Make a note of your request number.

9. Select the View menu and choose Requests to monitor the request.

10. The Find Requests window appears.

11. Select Find.

    The Requests window appears. You can monitor your request until it completes.

12. Select the Request ID line and select View Output.

13. Select the Open with Default Application radio button and select OK.

    You can view your published FSG report. Depending on the template that you selected, your word processing application or spreadsheet application opens.

To publish your FSG report from the Run Financial Reports window:

1. Navigate to the Run Financial Reports window.

2. Enter your FSG report parameters and select XML as the output option.

3. Submit your request. Your FSG program request generates XML output.

4. Once your request completes successfully, from the Submit Requests window, select the XML Report Publisher program and enter the following parameters:

   Report Request: Select the report corresponding to your FSG report's XML output request ID.

   Template: Select report template.

   Note: To publish a report using BI Publisher you can either create a template using the XML Publisher Administrator responsibility or use one of the six seeded templates.

   Template Locale: Select the Language and Territory combination of the template you wish to use.

   Note: If you do not select a valid language and territory combination, BI Publisher uses the template that corresponds to your session language and territory. If a valid template for this combination does not exist, BI Publisher uses the Default Template. See Oracle Business Intelligence Publisher Report Designer's Guide.

   Output Format: Select the output format.

   • The RTF templates are most commonly used to generate PDF output.

   • The spreadsheet templates are most commonly used to generate spreadsheet output.

5. Submit your request.

6. View your published FSG report. Your FSG report will have the report formatting of your report template.

7. Optionally, run the XML Report Publisher program with a different report template for the same FSG XML output request.

To publish your FSG report from the Submit Requests window:

1. Navigate to the Submit Requests window and select Program - Run Financial Statement Generator program.

2. Enter the name of your FSG report.

3. Enter your FSG report parameters and select XML as the output option.

4. Submit your request. Your FSG program request generates XML output.

5. Once your request completes successfully, from the Submit Requests window, select the XML Report Publisher program and enter the following parameters:

   Report Request: Select the report corresponding to your FSG report's XML output request ID.

   Template: Select report template.

   Note: To publish a report using BI Publisher you can either create a template using the XML Publisher Administrator responsibility or use one of the six seeded templates.

   Template Locale: Select the Language and Territory combination of the template you wish to use.

   Note: If you do not select a valid language and territory combination, BI Publisher uses the template that corresponds to your session language and territory. If a valid template for this combination does not exist, BI Publisher uses the Default Template. See Oracle Business Intelligence Publisher Report Designer's Guide.

   Output Format: Select the output format.

   • The RTF templates are most commonly used to generate PDF output.

   • The spreadsheet templates are most commonly used to generate spreadsheet output.

6. Submit your request.

7. View your published FSG report. Your FSG report will have the report formatting of your report template.

8. Optionally, run the XML Report Publisher program with a different report template for the same FSG XML output request.