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High-Fidelity Reporting for Government and Finance Using XML Publisher and PDF Forms

This guide explains the use of XML Publisher and classic reporting tools for creating high-fidelity government and financial reports. We explore the necessity for exact layouts and consistency in fonts, margins, and geometry for documents like the SF52, W-2, and 1099. Learn how to utilize pre-existing templates for generating secure and scalable PDF outputs while maintaining the integrity of the data. The tutorial covers advanced features, customization for marketing materials, and the benefits of using RTF and Excel templates for versatile report formats.

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High-Fidelity Reporting for Government and Finance Using XML Publisher and PDF Forms

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  1. XML PublisherBusinessApplications

  2. Government Forms

  3. Government Forms • Government Forms • High fidelity • Fixed formats • Example: • SF52 • W-2 • 1099

  4. Using Classic Reporting Tools Mimic Public Sector Templates Public Sector Templates Report Output Report files Must be same geometry, font, margin size, etc.

  5. Using Classic Reporting Tools More templates… Report files Report Output More resources…

  6. Using Classic Reporting Tools Add another field Template updates… Font size change Reflect all changes Margin change Report files Report Output Maintenance forever…

  7. Using PDF Forms Utilize original templates Government Templates XML Publisher PDF filled with data XML Data Take template as it is

  8. Using PDF Forms More and more reports… XML Publisher XML Data No additional resources

  9. Using PDF Forms Template updates… Take the latest Government Templates XML Publisher XML Data Minimum maintenance

  10. Using XML Publisher PDF Forms Benefits • Exact format for government reports • Performance / Scalability • Security / encryption • MLS Support (Font Embedding) • WYSIWYG printout • Compressed PDF output

  11. Partner Reports

  12. Partner Reports • Requirements • High fidelity (company logos…) • Exact Layout • Tables • Example: • Purchase Order • Invoice • Check

  13. PDF Form Table Support • Extension to PDF forms PDF Form templatewith table field

  14. PDF Form Table Support • Extension to PDF forms No space in the template More data…

  15. PDF Form Table Support • Duplicate pages More data…

  16. PDF Form Table Support • Or, fill in supplemental pages More data…

  17. PDF Forms Advanced Features Benefits • Handling of repeated table rows • Table and large text field over multiple pages • Repeating header and footer • Greater flexibility of customization

  18. Marketing Materials /Contracts

  19. Marketing Materials / Contracts • Examples: • Proposal • Quoting • Campaign letter • Contract

  20. Marketing Materials / Contracts • Marketing materials / Contracts • High fidelity • Image • Graph • Color • Conditionally structured texts • Table of contents • Sections and subsections • Bullet points • Highlight, underline, bold • Page numbers

  21. Using RTF Template PDF or RTF output formats MS Word Authoring by marketing personnel RTF XSL:FO XML Publisher Data Report Output • Converts from RTF to XSL:FO internally • Layout, paginate, and render to different formats

  22. Using RTF Template Flexible delivery Editablein RTF DeliveryServer Not editable in PDF RTF / HTML TIFF PS PDF Same layout, multiple formats

  23. Using RTF Template Benefits • Utilize the most common authoring tool • Utilize existing marketing materials in Word • RTF output for editing • HTML output for Marketing Campaign • PDF output format for secure document, Archiving • Reduce Archiving Size Problem • Schedule Print and FAX directly from the server

  24. FinancialReporting

  25. Financial Reporting • Requirements • High fidelity • Tables • Multiple formats • Example: • Financial Statements • Aging Reports • Dunning Letter

  26. Using RTF/Excel Template PDF, RTF or Excel output formats Authoring by finance personnel RTF XSL:FO XML Publisher Data Report Output • Converts from RTF to XSL:FO internally • Layout, paginate, and render to different formats

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