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 Reports Toolbar.


Top of page

x
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. Click the Copy as Text button on the Reports toolbar, or right-click and select Copy as Text.

    or

    Select Copy from the Edit menu.

  3. In another application, select Paste from the Edit menu or use Ctrl+V to copy the selected data.

Top of page

x
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. Click the Export to Excel button on the Reports toolbar, or right-click and select Export to Excel.

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

Report


Top of page

x
Procedure: How to Change the Report Font

You can change the font used in reports.

  1. Choose Options from the Tools menu.

    The General settings page appears in the right pane.

  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 options

  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.


Top of page

x
Procedure: How to Change the Report Format

You can change the format for reports.

  1. Choose Options from the Tools menu.

    The General settings page appears in the right pane.

  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.


Top of page

x
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. Click the Choose Columns button.

    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


Top of page

x
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


Top of page

x
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, as shown in the following image.

Print Preview


Top of page

x
Reference: Print Preview Toolbar

The Print Preview toolbar contains the following buttons:

Button

Function

Print

Prints the report.

Next

Shows the next page of the report.

Previous

Shows the previous page of the report.

Toggle one page/two page display

Switches the view between one page or two.

Zoom in

Zooms in to the page.

Zoom out

Zooms out of the page.

Close

Closes the print preview.


Top of page

x
Procedure: How to Print a Report for Certain Pages

When viewing a report on the screen:

  1. Select File and then Print from the main menu.

    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.

Top of page

x
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 using CTRL-click or SHIFT-click.
  2. Select File and then Print from the main menu.

    The Print dialog box opens.

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

iWay Software