Working With a Report

How to:

Reference:

You can use report data by copying it into an other application or by exporting it into Microsoft Excel. You can also manipulate the display of a report and print it.

For information about the Reports toolbar, which becomes active when you run a report, see Report Tab.


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Procedure: How to Copy Report Output to the Clipboard

You can copy all or part of a report to the clipboard and paste it into a text editor or other application.

After running a report:

  1. Select the part of the report that you want to copy. To copy the entire report, click the upper left hand cell which selects all rows and columns.

    Note: Select a row by clicking its row number. Select a column by clicking its title. Use the Shift and Ctrl keys to make multiple row or column selections.

  2. On the Report tab, in the Tools group, click Copy as Text, or right-click the selected text and select Copy as Text.
  3. In another application, select Paste from the Edit menu or use Ctrl+V to copy the selected data.

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Procedure: How to Export a Report to Microsoft Excel

You can export all or part of a report to Microsoft Excel.

Note: This option is only available with the Alpha or Original output format.

After running a report:

  1. Select the part of the report that you want to export. If you do not select a part of the report, the entire report will be exported.

    Note: Select a row by clicking its row number. Select a column by clicking its title. Use the Shift and Ctrl keys to make multiple row or column selections.

  2. On the Report tab, in the Tools group, click Export to Excel, or right-click the selected text and select Export to Excel.

The report opens in the Microsoft Excel, as shown in the following image.

Report


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Procedure: How to Change the Report Font

You can change the font used in reports.

  1. On the Home tab, in the Tools group, click Options.

    The Options dialog box opens.

  2. Click the Format link on the User Preferences tree.

    The Format settings page appears in the right pane, as shown in the following image.

    Format Settings

  3. Click DataMigrator Reports in the Fonts text box.
  4. Click the Font button.

    The Font dialog box opens, as shown in the following image.

    Font dialog box

  5. Select the font attributes, and click OK.

The changes will be applied the next time you run a report.


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Procedure: How to Change the Report Format

You can change the format for reports.

  1. On the Home tab, in the Tools group, click Options.

    The Options dialog box opens.

  2. Click the Run Options link on the User Preferences tree.

    The Run Options settings page appears in the right pane.

  3. From the Test reports default format drop-down menu, select which format you would like the report to be in.

    The format options are the following:

    • HTML

      HTML Report Option

    • HTML - plain text

      HTML Plain Text Report Option

    • active report

      Active Report Report Option

    • Excel

      Excel Report Option

    • PDF

      PDF Report Option

    • Unformatted

      Unformatted Report Option

    For more information regarding setting preferences for test reports, see User Preferences - Run Options.


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Procedure: How to View the Top Level Procedure

When you schedule or submit a process flow that calls other flows, it can be useful to see both the name of the flow that is currently running, and the one that started the process while viewing the Data Services Agents report.

To view a top level procedure:

  1. From the DMC, with an Application or Server Administrator user ID, expand the Workspace folder.
  2. Right-click Data Services and select Agents.
  3. On the Report tab, in the Tools group, click Choose Columns.

    The Select the columns dialog box opens, as shown in the following image.

    Select the columns dialog box

  4. Select the Top Level Procedure check box from the Category/Title column.
  5. Click OK.
  6. Click the Refresh button.

    As shown in the following image, the dsloadfact procedure was called by the Top Level Procedure ibisamp/dsflows.

    Top Level procedure


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Procedure: How to Print a Report

When viewing a report on the screen, you can print the report by using any of the following methods:

The standard Print dialog box opens, where you can select a printer destination, number of copies, and other print properties.

Note: If you selected a range of cells in the report, you can click the Selection radio button to only print that range, as shown in the following image.

Print options


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Procedure: How to Print Preview a Report

When viewing a report on the screen, you can preview the report by using any of the following methods:

The print preview window opens in the workspace.


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Reference: Print Preview Tab

The Print Preview tab contains groups and commands that allow you to see a preview of the report that you are going to print. The Print Preview tab contains the following groups:

Print Group

The Print group consists of the command shown in the following image.

Print Group

Print

Prints the report.

Zoom Group

The Zoom group consists of the commands shown in the following image.

Zoom Group

Zoom In

Zooms in to the page.

Zoom Out

Zooms out of the page.

One Page/Two Page

Switches the view between one page or two.

Preview Group

The Preview group consists of the commands shown in the following image.

Preview Group

Next Page

Shows the next page of the report.

Previous Page

Shows the previous page of the report.

Close

Closes the print preview.


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Procedure: How to Print a Report for Specific Pages

When viewing a report on the screen:

  1. Select Print from the Quick Access Toolbar.

    The Print dialog box opens.

  2. Select the Pages radio button in the Print Range section and enter the page numbers that you want to print.
  3. Click OK.

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Procedure: How to Print a Report for Selected Rows or Columns

When viewing a report on the screen in a grid:

  1. Select the columns you want to print by clicking on the title bar. You can also select specific rows and columns by pressing the Ctrl or Shift key.
  2. Select Print from the Quick Access Toolbar.

    The Print dialog box opens.

  3. Select the Selection radio button from the Print Range section.
  4. Click OK.

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