Blitz Report Template Sharing Upload

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Description

Blitz Report Template Sharing Upload lets you maintain, in bulk from Excel, who can see and use a report’s saved template – an Excel layout of chosen columns, pivot and formatting. A template can be shared with the whole Site (every responsibility and user), a single Responsibility, or a single User. The upload creates new shares or removes existing ones, and mirrors the sharing rules of the Blitz Report template setup screen.

When to use it

  • Give a group of users a ready-made template layout without each person recreating it.
  • Share several templates with one or more responsibilities in a single pass – for example when rolling out standard layouts to a new team.
  • Publish a template to the whole site, or withdraw sharing you no longer want.
  • Review who a report’s templates are currently shared with, and tidy them up.

Before you start

  • Blitz Report is installed and you are signed in to a responsibility that can run Blitz Report uploads.
  • The template you want to share already exists (it was saved from a report’s run screen).
  • You can share a template if you own it, or if your Blitz Report Access is Developer or System, or your Blitz Report Template Access is Super User. A template that is the global default for its report is already visible to everyone, so it is not shared to a narrower audience unless you have Developer or System access.

Step 1 – Open the upload and choose a mode

Run Blitz Report Template Sharing Upload from the Blitz Report menu and choose an Upload Mode:

  • Create – for entering new template shares. Leave Create Empty File = Yes for a blank template, or pick a report to list its templates.
  • Create, Update – downloads the template shares that already exist so you can review them, add more, or delete them.

Step 2 – Set the parameters and download the template

The parameters decide which existing shares are downloaded (in Create, Update mode) and help you narrow the list:

ParameterPurpose
Upload ModeCreate, or Create, Update (see Step 1).
Create Empty FileYes opens a blank template with no rows.
Report Name starts withLimit to the templates of one report.
Report CategoryLimit to reports in one category.
Sharing LevelShow only Site, Responsibility or User shares.
Sharing Creation Date From / ToShow only shares created in a date range.

Run the upload to download and open the Excel file.

Step 3 – Enter the template shares

Each row shares one template with one audience. Fill in:

  • Report Name – the report the template belongs to.
  • Template Name – the template to share; the list shows the templates of the selected report. Owner fills in automatically.
  • Sharing Level – Site, Responsibility or User.
  • Shared With and Description – identify the audience, depending on the level (see the table below).
Sharing LevelShared WithDescription
SiteSite(leave blank)
ResponsibilityThe responsibility nameThe responsibility’s owning application – required, so the responsibility can be identified uniquely
UserThe user name(leave blank)

Step 4 – How Site, Responsibility and User sharing interact

Site sharing and specific (Responsibility or User) sharing are mutually exclusive for a given template, exactly as on the template setup screen:

  • Sharing a template at Site level removes any Responsibility or User shares it already had – the message tells you how many were removed – so the template becomes visible to everyone.
  • Adding a Responsibility or User share to a template that was shared at Site level removes the Site share first.
  • Re-entering a share that already exists is reported as No change.

Step 5 – Remove a share

To stop sharing a template with an audience, download the existing shares in Create, Update mode, set Delete = Yes on the row and upload. Only that share is removed; the template itself is untouched.

Step 6 – Validate, save and upload

Use the add-in’s Validate and Save action to check the rows, then click Upload in Blitz Report and select the saved file. When the request finishes, a result report opens listing every row as a success or an error with a message.

What’s produced

  • Template shares in Blitz Report – each shared template becomes selectable on the report run screen for the chosen Site, responsibilities or users.
  • Any Site-versus-specific conflicts resolved automatically, as described in Step 4.
  • A result report with a Status and Message on every row, so you can see which shares were created, removed, left unchanged, or rejected and why.

Common questions

What is a template, and what does sharing do?
A template is a saved Excel layout for a report (chosen columns, pivot, formatting). Sharing makes that template selectable on the report run screen for the audience you choose.

What do I put in Shared With and Description?
For Site sharing, Shared With is simply “Site”. For a Responsibility, Shared With is the responsibility name and Description is its owning application – needed because the same responsibility name can exist in more than one application. For a User, Shared With is the user name and Description is left blank.

What happens if I share at Site level when specific shares exist?
The Site share replaces them – the template becomes visible to everyone and the previous Responsibility or User shares are removed. Adding a specific share later removes the Site share again.

Can I share a template I didn’t create?
Only if your Blitz Report Access is Developer or System, or your Blitz Report Template Access is Super User. Otherwise you can share only templates you own.

How do I stop sharing a template?
Download the shares in Create, Update mode, set Delete = Yes on the relevant row and upload.

Troubleshooting

MessageCauseWhat to do
You are not allowed to share this template.You do not own the template and do not have Developer or System access (or Super User template access), or the template is the report’s global default.Ask an administrator to run the upload, or have your Blitz Report Access raised.
Shared With is invalidFor Responsibility sharing the owning application (Description) is missing, so the responsibility cannot be identified uniquely.Enter the responsibility’s application in the Description column.
Record not found.Delete = Yes was set for a share that does not exist.Download in Create, Update mode to see the exact shares, then match Report, Template, Sharing Level and Shared With.
No change.The share already exists exactly as entered.Informational – no action needed.
select
null action_,
null status_,
null message_,
null modified_columns_,
xrtv.report_name,
xrtv.template_name,
xrtv.owner,
xrtsv.sharing_level_desc sharing_level,
xrtsv.level_value shared_with,
fav.application_name description,
xxen_util.user_name(xrtsv.created_by) created_by,
xxen_util.client_time(xrtsv.creation_date) creation_date,
null delete_,
null upload_row
from
xxen_report_templates_v xrtv,
(select xrtsv.* from xxen_report_template_sharing_v xrtsv where 2=2) xrtsv,
fnd_application_vl fav
where
1=1 and
nvl(:p_create_empty_file,'x')<>'Y' and
xrtv.template_id=xrtsv.template_id(+) and
xrtsv.id2=fav.application_id(+)
Parameter NameSQL textValidation
Upload Mode
:p_upload_mode like '%'||xxen_upload.action_update
LOV
Create Empty File
 
LOV
Report Name starts with
lower(xrtv.report_name) like lower(:report_name_like)||'%'
LOV
Report Category
xrtv.report_id in (
select
xrca.report_id
from
xxen_report_category_assigns xrca,
xxen_report_categories_v xrcv
where
xrcv.category=:category and
xrcv.category_id=xrca.category_id
)
LOV
Sharing Level
xrtsv.sharing_level_desc=:sharing_level
LOV
Sharing Creation Date From
xrtsv.creation_date>=:creation_date_from
Date
Sharing Creation Date To
xrtsv.creation_date<:creation_date_to+1
Date
Download
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