Working With a Report

You can use report data by copying it into another 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.

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:

    Procedure
  1. Select the part of the report that you want to copy. To copy the entire report, click the upper-left 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 click Copy as Text.
  3. In another application, select Paste from the Edit menu or use Ctrl+V to copy the selected data.

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:

    Procedure
  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 is 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 click Export to Excel.
Result

The report opens in Microsoft Excel.

Change the Report Font

You can change the font used in reports.

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

    The Options dialog opens.

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

    The Format settings page opens in the right pane.

  3. Click ibi Data Migrator Reports in the Fonts text box.
  4. Click the Font button.

    The Font dialog opens.

  5. Select the font attributes, and click OK.
Result

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

Change the Report Format

You can change the format for reports.

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

    The Options dialog 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 dropdown menu, select which format you would like the report to be in.

    The format options are the following:

    • HTML
    • HTML - plain text
    • Active report
    • Excel
    • PDF
    • Unformatted

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

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 running, and the one that started the process while viewing the Data Services Agents report.

To view a top-level procedure:

    Procedure
  1. From the ibi Data Migrator desktop interface, with an Application or Server Administrator user ID, expand the Workspace folder.
  2. Right-click Data Services and click Agents.
  3. On the Report tab, in the Tools group, click Options, and then click Choose Columns.

    The Choose Columns dialog opens.

  4. Select the Top Level Procedure checkbox from the 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

Print a Report

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

  • Clicking the Print button from the Quick Access Toolbar.
  • Right-clicking anywhere in the report and selecting Print from the context menu.
  • Pressing Ctrl+P.

The standard Print dialog opens, where you can select a printer destination, the 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.

Print Preview a Report

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

  • Clicking the Print Preview button from the Quick Access Toolbar.
  • Right-clicking anywhere in the report and selecting Print Preview from the context menu.
  • Pressing Ctrl+I.

The print preview window opens in the workspace.

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 following command.

Print

Prints the report.

Zoom Group

The Zoom group consists of the following commands.

Zoom In

Zooms in on the page.

Zoom Out

Zooms out of the page.

One Page/Two Page

Switches the view between one or two pages.

Preview Group

The Preview group consists of the following commands.

Next Page

Shows the next page of the report.

Previous Page

Shows the previous page of the report.

Close

Closes the print preview.

Print a Report for Specific Pages

When viewing a report on the screen:

    Procedure
  1. Select Print from the Quick Access Toolbar.

    The Print dialog 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.

Print a Report for Selected Rows or Columns

When viewing a report on the screen in a grid:

    Procedure
  1. Select the columns that you want to print by clicking 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 opens.

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