Report Configuration

Select this option to define special parameters for reports. For example, you might want to always print a report on a specific printer or always save a certain report. Many Report Configuration parameters are similar to those in User Profile-CR; select this option when these parameters should override user profile parameters (this assures that the appropriate alignment procedures are used when printing special forms print jobs).

To define a report configuration:

1. Select Report Configuration from the System menu to display the Report Configuration window.

   
2. Click the Add Report Configuration button and complete the following fields.

   Field	Type	What to enter
   REPORT TITLE	predefined	Select the report you wish to configure.
   PROCESS WHEN	predefined	Indicate whether report processing should be done now, deferred for later processing using the View/Print Utility, or done in the background.
   PRIORITY	integer (2)	Enter the printing priority for this report for use when it is printed in the background. The background priority should be a number from 1-15, where “1” is the fastest running priority and “15” is the slowest.
   SECURITY	setup	You may restrict who may view/print the report by entering a security ID. Only user IDs who are members of the specified security group are allowed to view/print the report.
   VIEW REPORT	yes/no	Indicate whether the default value (in the View/Print Options window) should be to view the report. For more information about the viewing and printing options, see View/Print in the User Manual.
   PRINT REPORT	yes/no	Indicate whether the default value (in the View/Print Options window) should be to print the report.
   SAVE REPORT	yes/no	Indicate whether the default value (in the View/Print Options window) should be to save the report on disk.
   IS A FORM	yes/no	Indicate if this report prints on special forms.
   CRITICAL REPORT	yes/no	Indicate if this is a critical report that must be archived. If this field is checked, Archive Option and Archive File are mandatory. Also, users will be unable to change the archive option in the View/Print window.
   TAIL ON	open	Optionally, enter a script or command that should be run after this report is processed. For example, after producing a report, you may want to copy it automatically to another directory. You must enter the full path of the script or command, as well as all necessary parameters, in this field.
   PRINT METHOD	predefined	Indicate whether the printing method should be spool (saved to the spool file for printing later) immediate (printed as soon as the report is generated) or both. Note that if you select “both”, the report may print twice—once when generated and again if the View/Print Options window has Print flagged.
   PRINTER	setup	Enter the name of the printer that should default for this report.
   PAGE SIZE	integer (3)	If this report has a special page size, enter the page size here (number of lines per page). Leave this field set to “?” to keep the default page size for the printer.
   COPIES	integer (3)	Indicate the default number of copies that should be printed.
   SPOOL FILE	open (14)	Enter the default file name for this report, or leave blank to keep the system assigned default. The default file name will consist of the report name with a suffix that is the day of the month. For example, the Nth Factor report run for April 9 would default as “NFACTOR.09”. You can also use variables for suffixes, such as <M> (system will replace with month) and <D> (system will replace with day). A complete list is shown in the table below. You may also enter your own suffix (which the system will not change) or leave the suffix out of the file name.
   DAYS TO SAVE	integer (3)	Enter the number of days this report should be saved on disk before being purged. This must be 1 or greater. If you enter zero Circulation will not delete the report.
   FORM TYPE	open (30)	If this form prints on special forms, enter the form type. Press F2 to display previously entered form types. The form type displays to the user at the time of printing (i.e., 3 part paper, 4-up Avery labels, etc.).
   ALIGNMENTS	integer (2)	Indicate how many test forms should be printed (in order to set the proper alignment) prior to printing the special forms. The switch on the printer must be used to stop the printer long enough to align the forms properly during the alignment process.
   ARCHIVE OPTION	predefined	Indicate the archive option for this report: none, replace (overwrite current archive file) or append (append the contents of this report to the current archive file).
   ARCHIVE FILE	open (14)	If this report will be archived, enter a name for the archive file. To archive all reports for one day to the same file, enter the file name followed by <W. CIrculation will append the day of the week to the file name. For example, in Archive File, you could enter “Feb<W>”. Circulation will then replace the “w” with the day of the week (i.e., Feb Mon).

3. Click OK to enter the report configuration into the database, or click Add Another to set up another configuration.

Variables that can be used in spool file names

The table below lists variables that can be used in spool file names. For example, if the name “BUNDLE.<D>” is entered for bundle tops, and bundle tops are run on a Tuesday, the file name will be “BUNDLE.TUE.”

Variable	Description
M	Current month name (for example, OCT if the report is run in October).
D	Current day name (for example, MON if the report is run on a Monday).
N	Current day (for example, 14 if report is run on the 14th of the month).
J	Current day number in the year, 1 through 366. For example, the day number would be 33 if the report is run on February 2. “J” stands for “Julian”, although it refers to the Julian day rather than the Julian calendar. The day numbers actually follow the modern (Gregorian) calendar.
W	Current week number in the year, 0 through 53 (the first week is week 0 unless it begins on a Sunday, in which case it is week 1).
C	Calendar date, format MMDDYY.
S	Sequence number indicating the number of times the report has been run on the current day.
U	User ID of user running the report.
P	User’s default product ID (from User Profile CR).