Session 2: Scheduling Discoverer and Standard Reports and Printing and Reprinting Standard Reports

advertisement
Focus on Reports
Session 2
To print:
• Right click
• Choose “Print”
• Change option “Print
What?” from “slides” to
“note pages”
• Click ok
• Scheduling Discoverer Reports
• Scheduling Standard Reports
• Printing & Re-printing Standard Reports
Using Discoverer
Workbook
Scheduler
Why Schedule Discoverer
Reports?
• Reports can be run ahead of time and
ready for you when you need them.
• You do not need to be logged on to
Discoverer while scheduled reports run.
• If you are logged on to Discoverer,
scheduled reports run in the background.
• The actual report results are stored.
Click Schedule
Highlight the report you
wish to run and click
“Schedule”.
1. Click the worksheets
that you want to run, or
click “Select All”
2. Enter the time (between
7:00 am and 6:00 pm)
Note: The default is the
current time.
3. Enter the date Note: The
default is the current date.
4. Choose Repeat Option,
(Choose “Never” if you need to
change parameters before
running each time.)
4. Choose “Never” as
Repeat Option, if you
need to change
parameters before
running each month.
5. Click Next
Minute(s)
Hour(s)
Day(s)
Week(s)
Month(s)
Year(s)
1. All scheduled workbooks must have a
unique name. If you don’t change it here,
Discoverer will prompt you when you leave
this screen and make the name unique for
you.
2. Click Finish
Note: If you didn’t uniquely name the scheduled
report, Discoverer will prompt you with the this
message. Click Yes.
1. Enter parameter(s)
2. Click Finish
The Scheduling Manager form is returned showing your
report with a status of “Scheduled”.
You may click Schedule to
continue scheduling other
workbooks, or Close to exit
Scheduling Manager.
Check the status of your scheduled report. It is ready to be viewed if the status is “Report
Ready”. To open the report you can either:
Double click on the report
Or
Highlight the report and click Open
Note: If the report is still running, you will need to click the
Refresh key to see any status change, or click the Close key
and come back at a later time.
A
Do you want to open the results for this sheet? If you
click no the sheet will be empty
One of these dialog boxes will appear when you open your scheduled
workbooks. Read Carefully before clicking yes or no.
B
Do you want to query the database for the most recent
data? If you choose “No” then you will see the results
from the scheduled workbook.
Your results are immediately displayed and you may print or extract to Excel as desired.
Highlight the report results you wish
to delete and Click Delete.
Click Yes
The report results are deleted and no longer show in the
Scheduling Manager Window.
Scheduling
Standard Reports
System Printing
Printing and
Re-Printing
Standard Reports
Two types of printing are available
from the Integrated System
1) System printing, and
2) Windows Application Program Interface
(API) printing
To reprint to a System Printer, Select:
Report - Tools -Reprint/Republish
Windows API printing
From the View Requests screen:
1. Click View Output, and you will see the report,
with a menu bar across top.
2. Go to File menu, and select Print, and you will
see the Print screen.
3. Select Properties.
4. On the Finishing tab, click on picture so shows
landscape position (horizontal).
5. On the Effect tab, enter 85 in the % of normal
size box.
6. Click OK.
7. Click OK.
Download