On all of the Report Viewer tabs, you have the option of viewing only the reports that you have generated, or all reports in the security group (such as the “ALL” group used for spool security):
To view only the reports you have generated, select the My Reports radio button.
To view all reports generated by everyone in the security group, select the Group Reports radio button.
All of the columns in any Report Viewer tab can be sorted in ascending/descending order. To sort or re-sort a column, simply click on the column heading. To reverse the order, click the column heading again. This feature can be useful if, for example, you want to sort by filename or user.
The reports listed in any Report Viewer tab can be filtered. To apply a filter to the reports listed:
Right-click on the column you want to filter to display the context menu.
Select one of the following:
Program—To filter only the required Program, choose the desired Program name from the Program list.
Date—Choose a date (or dates) to view the reports generated on that day (or days).
Time—Select a time (or multiple times) to view the reports that were created at that time.
User—Select a user (or users) to view the reports generated by that user (s).
Enter the text that the column must match or include in order to be shown. Then, click OK. The tab will then show only those reports that contain the filter text.
An optimized, true-type font file, MONOFONT.TTF , is available for use with the Report Viewer. This font minimizes the necessity to scroll horizontally through reports.
This font is loaded into the /dti/Java folder upon installation, from where it can be installed on user PCs by a system administrator or other person. This font must be installed on each PC individually. You can also use your browser’s text size settings to view reports in a smaller or larger type face.
When a filter has been applied to the list, the filter icon is displayed in the upper-right corner. To remove the filter, click this icon.
The Report Viewer is opened automatically when you launch the Reporting module, or any other module that allows you to produce reports (Route Service, Publishing, etc.). By default, the Report Viewer is minimized to the bottom of the window until you click on the tab to view it.
The Running Reports tab shows all reports currently being generated, either by the individual user or by the user group, depending on the option selected.
The user, report title, spool name and status are displayed. The status can be:
Started—The report has been initiated.
Processing—The report is currently being processed.
Completed—The report is complete.
Viewing—The report is complete and is being viewed in a browser window.
Canceled—The report has been canceled (by highlighting the report and clicking the Cancel Report button).
The other buttons in this window are the Cancel, Clear, and Process Status buttons:
Cancel Report—If you click Cancel Report, the Transaction Processing of the selected Report will be cancelled.
Clear—If you click Clear, all reports will be removed from this list. You cannot remove selected reports from the list.
Process Status—If you click Process Status during Transaction Processing, some information about the process will be displayed, such as what subscription and transaction is currently being processed and when the processing of that transaction started.
The Completed Reports tab lists reports that have been generated during your current session (i.e., since you launched the application), either by you or by all users in your group.
Options on this tab include:
Print—Allows you to print a report. Highlight a report to select it and click Print. The Printer Selection dialog box appears. Select a printer and enter the number of copies. Then click OK.
Rename—Allows you to rename a report or save a copy of the report with a different name. Highlight a report to select it and click Rename. The Rename Selection dialog box appears. Enter a new name for the report and indicate whether the old report should be overwritten. Then click OK.
Clear—Clears all of the currently displayed reports from the list. Note that you cannot remove individual reports. If you click Clear, all reports will be removed.
The Deferred Reports tab shows all reports that have been deferred (by selecting deferred in the When field of the View/Print Options window). To generate a deferred report, double-click it.
The Saved Reports tab lists all reports that have been saved. Use this tab when you want to view, print, or rename a report that has been saved.
Options on this tab include:
Refresh—Allows you to regenerate the list of saved reports.
Print—Allows you to print the reports. Highlight a report to select it and click Print. The Printer Selection dialog box appears. Select a printer and enter the number of copies. Then click OK.
Rename—Allows you to rename a report or save a copy of the report with a different name. Highlight a report to select it and click Rename. The Rename Selection dialog box appears. Enter a new name for the report and indicate whether the old report should be overwritten. Then click OK.
PDF—Allows you to export the selected report in PDF format. The exported file will be shown in a browser, and the user will be able to save a copy to their computer.
The View/Print Options and the Report Viewer can both be used to view, print and save reports. They are described in the following sections.
Viewing, printing, and saving options are displayed in the View & Print Options window.
Access this window by clicking the View/Print button on the report window, before you click Continue to process the report. The fields in the View & Print Options window are described in the following table.
WHEN
Indicate whether the report should be created now or deferred until a later date. You can view and print the report only if this field is set to now . Deferred and saved reports can be printed using the View/Print Utility (see View/Print in the Utilities chapter of the User Manual).
VIEW*
Indicate whether the report should be displayed after processing.
PRINT*
Indicate whether the report should be printed after processing.
PRINTER
If the report is to be printed, enter the device name of the printer.
COPIES
If the report is to be printed, enter the number of copies.
SAVE*
Indicate whether the report should be saved. Always save reports containing information that will otherwise be lost, such as the Unearned Revenue Report and all publishing and billing reports.
The reports will be saved to one of three directories, depending on the output format:
Text (normal) reports are saved in /dti/spool/cm/normal.
PDF reports are saved in /dti/spool/cm/pdf.
Delimited files are saved in /dti/spool/cm/delimited.
Note: If you have additional database sets, the directory used will be /dti/spool/<dblist>. For example, if you have a separate set of Circulation databases called “cmtest”, PDF reports will be saved to /dti/spool/cmtest/pdf directory. Likewise, if you have specific spool directories defined for your companies in Company setup, the company directory will be between the “spool” and “cm” folder in the report path.
FILE
If the report is to be saved to a file on the disk, enter a file name, or press Enter to accept the default file name shown. The default file name is the report name plus the day of the month as a suffix. For example, the Nth Factor report run for April 9 defaults as “NFACTOR.09”.
You can change the default file name in Report Configuration (see Report Configuration in the Setup manual).
The file name field must contain at least one alphabetic character; otherwise, an error message, "In file name, at least one alpha character is required", will be displayed.
Note: The following characters cannot be used in file names: |`@#$^&*(){},?\/~;" .
ARCHIVE*
Indicate whether to append or replace the report to an archive file, or whether the report should not be archived ( none )
FILE
Enter the name of the archive file.
SECURITY
If the report is to be saved to a file on the disk, enter the security ID to place on the file.
OUTPUT
If you selected SAVE checkbox, you can select an output option in this field. Your options are Normal , Adobe PDF or, for selected reports, a pipe- Delimited format to import into a spreadsheet. The reports that can be saved as pipe-delimited are AAM History, Paragraph 3, Grace Due, Unearned Revenue, Net Draw, Return Draw Analysis, Summary Age Analysis, and Subscriber Receivables Aging.
* You must select at least one of these options: View, Print, Save, or Archive.
If you have the Print checkbox selected, the report will be sent to the printer identified in the Printer field. If you have the View checkbox selected, the report appears in your default browser window once processing is complete. Use your browser’s controls to modify the text size if desired, and scroll through the report to view it.
Note: The default view/print settings are set up for a user using the User Profile option in Setup. Settings for individual reports can also be specified using the Report Configuration option in Setup.
The following variables can be used in file names. Add variables in brackets (<>). For example, if report settings for bundle tops are set up to name the file “BUNDLE.<C>,” and bundle tops are run on April 1 2022, the resulting file name will be “BUNDLE.040122.”
Variable
Description
M
Current month name (for example, OCT if the report is run in October).
O
Current month of the year as two digits (for example, 10 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.
F
Calendar date, format YYMMDD.
Y
The last two digits of the current year (for example, 13 if the report is run in 2013).
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).
A number of variables can also be used in file names, as described . Variables allow you to define a default file name incorporating the day name, the day of the month, the month name, or other values.
