Generate a Data Table Report

Data table reporting allows you to search for specific data associated with diagrams, for example:

•All activities that triggered a non-conformance in an internal audit, conducted by J.Smith on or after the 5th June 2007.

•All flow line links that carry invoice information between activities across the company.

•All activities where customer information is referenced.

•All activities with an internal or external customer satisfaction index of 6 or less.

•All activities that are involved in the test cycle of a new prototype product.

•All activities that are non-value added across the company.

•All activities involving procurement across the company.

Reporting on data tables is a very powerful tool, but it relies on data tables being structured logically.

If you are reporting on a data table, an additional dialog will appear following the selection of the data table that you want to report on. The Data Table Report/Extract Wizard dialog allows you to filter on any field(s).

1.From the Tools menu choose Reports.

2.Select Data Tables in the Categories column.

3.Select the data table that you want to report on in the Reports column.

4.Choose the scope of diagrams that you want to report against.

5.Click OK.

6.To filter the data table report, see below, otherwise click Generate Report.

To filter the data table report:

1.Double-click a field that you want to apply a filter to.

2.Choose the filter operator from the Filter Operation drop-down list.

3.Enter a value to filter against in the Filter Value text box.

To edit data table records:

After generating a data table report, you can update any of the data records if you have the required access rights.

1.Select the data row that you want to update and click Edit.

2.Edit the chosen value, then click OK.

Hint: You can also double-click an individual value in the report to edit it.

Updating multiple records:

To update multiple data records, hold Ctrl and select the data table rows that you want to update and then click Edit. Update any of the data values and click OK.

To delete data table records:

After generating a report, you can delete data records if you have the required access rights.

1.In the data table report, select the record that you want to delete.

Note: Hold Ctrl to select multiple records.

2.Click Delete.