To create PDF, Excel, RTF, HTML reports using report Layouts and report Queries in Oracle APEX 4.2.
Step 1: Go to Shared Components
Step 2: Use below query in report query source.
<<SQL Query >>
<< Begins >>
ROWNUM AS SNO,
FD.FUNDIDENTIFICATIONNUMBER AS ISIN,
COUNT(ATD.TRANSACTIONNUMBER) AS NOOFRECORDS,
SUM(ATD.UNITSCONFIRMED) AS QUANTITY,
TO_CHAR(SYSDATE,'DD-MON-YY') AS SD
UAI.UNITHOLDERID = ATD.UNITHOLDERID
AND ATD.FUNDID = GD.FUNDID
AND ATD.FUNDID = FD.FUNDID
AND FD.LATESTRULE = 1
AND UAI.OTHERINFO29 IS NOT NULL
AND UAI.OTHERINFO30 IS NOT NULL
AND UAI.OTHERINFO30 NOT LIKE 'I%'
AND ATD.DATEALLOTED =:P128_DATE_ALLOTTED
AND GD.GROUPID =:P128_GROUPID
<< End >>
Step 4: After creating report queries, create RTF template using OBIP add-ins in word. Template shown below.
Central Depository Services (India) Ltd.
P J Tower 16th Floor
Dalal Street, Fort
Mumbai 400 001
We hereby certify that names of the allot tees of the Mutual Fund units of Sundaram Mutual Fund issued consequent to New Fund Offer have been verified with the names provided by CDSL, based on the list of the DP Id and Client Ids of the allot tees provided by us. We hereby certify that the credits are being affected only to those accounts which are in “active” status and where the names and order of names as per the application matched with that of the names and order of the names as provided by CDSL. The details of the Corporate Action are given under:
NO OF RECORDS
For Sundaram BNP Paribas Fund Services Ltd
Step 5: Upload RTF template
Fig 5: APEX Screen
Step 8: Button Creation
Points:While creating button, action has to be changed as “Download Printable Report Query”
Ø Then edit button attributes, set action as “Redirect URL”
Ø In URL Target, Paste =>
Step 9: Edit report query
Ø Edit report query attributes then set report layout as “COB” (What we have created report layout for this report query)
Conclusion: We can create RTF, PDF, Excel, HTML reports and custom templates using report queries and report layout in Oracle APEX 4.2