Archive Viewing

The Archive feature enables users to view the reports that were defined and saved in the system. Operators can use it to view reports in any format, or to customize a report before printing it.

NOTE: When you create a report (csv, db or dbf), the system automatically creates an associated rdf file. This rdf file is the one that is listed in the Archive window. When you click “Preview”, the system automatically launches the appropriate program to view the report.

Displaying a Report

1  - Under the Report  toolbar, click the Archive  button. The system displays the default destination folder. If the report was saved in a different folder, browse the disk, using the scroll-down arrow (bottom of the window) to the report you want to display.

2  - Select the report you want to view. If there is a printer installed, the Preview  button is enabled. It is used to preview the report before printing it.

NOTE: You must  have a printer installed on your computer in order to preview or print reports. To setup a printer, click on Start  > Settings  > Printers  > Add Printer . For more information, consult your system administrator.

3  - Click the Details  button to display information about the report. If you click the Details  button, the Report details window appears, displaying information related to the selected report file such as the report file name, title, type, date, etc. The Workspace as report filter  field indicates whether the report has been filtered according to the requester’s workspace restrictions.

4  - Click the Details button again to close the Report details window.

5  - Click the Preview button to view the report in the system displays the Report preview window.

Previewing Reports

1  - From the Archive  window, select the report you want to view in the right-hand pane. If you select a report generated by Sybase, the Report Options window will display allowing you to customize your report before printing it.

NOTE: If you select a CSV type of report, the report will be generated in a WordPad window, in text format.

2  - Define the filter options: enter a text string in the Search description  field. The report will be sorted leaving only events containing the specified text string. You may refine your filter:

•   Contains: All events which contain the specified text will be included in the report.

•   Starts with: All events which start with the specified text will be included in the report.

•   Ends with: All events which end with the specified text will be included in the report.

•   Exact words: All events containing the exact specified text will be included in the report.

3  - Click on the Preview button , select a printer  from the drop-down list and click OK . The system displays the result of the report. From that window, you can:

•   Search text within the report

•   Print a report

•   Save a report in various formats such as PDF, RTF, HTML and TXT

•   Load a report (in a.QRP format)

4  - Click Properties to access the Reports details window where detailed information is displayed:

•   Report file name : Displays the whole path where the report was saved as well as its name.

•   Report title : Displays the title of the report.

•   Start date :   Reports are created for a selected time frame. This option specifies the starting date of this time frame.

•   End date :   Reports are created for a selected time frame. This option specifies the ending date of this time frame as well as the time.

•   Requested : Displays the date and time at which the report was requested.

•   Delivered :   Displays the date and time at which the report was produced and printed.  

•   Requested by :   Displays the name of the operator that requested the report.

•   Count : Displays the number of transactions (lines) in the report.

•   Output process : Displays a list of the possible templates used for this report.

Previewing In/Out Reports

1  - In the Archive window, select the report you want to view. If the selected report was defined as a “Display In/Out Report” and “Sybase Database” as the output format, the following window appears.

2  - Select the display options:

•   Group by— Select this option for easier management. The report data may be grouped by card user names or by card numbers.

•   Sort by—You may choose a sort order, by user names, or by card numbers.

•   Report type—Select this option for easier management. You may choose to include details with or without total.

3  - Click Preview to display the result of the report. From that window, you can save the report (in.QRP format) or print the report.