Using the Editor

In the Report Request Editor you can create, modify, or delete report requests. You can also save report requests to the Optim™ directory.

Report Request Editor dialog

Description

Text to describe the purpose of the report request (up to 40 characters).

Tabs

Use the Report Request Editor tabs to provide parameters and select options to define report requests. Each tab in the editor serves a unique purpose.

General
Parameters required by the process, including the type of report (Security), the report title, output options, report file name, and printer specifications, as applicable. Each time you open the editor, the General tab is shown first.
Security Criteria
Parameters needed to create a report on permissions for functional or object security. The Security Criteria tab is available when Report Type on the General tab is set to Security.
Archive Criteria
Parameters needed to select entries in the archive directory for the report. The Archive Criteria tab is available when Report Type on the General tab is set to Archive Directory.
Source File
Parameters needed to select a file for the report. The Source File tab is available when Report Type on the General tab is set to File.
Archive Details
Layout and row display options for the report. The Archive Details tab is available when Report Type on the General tab is set to File and the source file is an archive file.
Compare Details
Layout and row display options for the report. The Compare Details tab is available when Report Type on the General tab is set to File and the source file is a compare file.
Formatting
Limits, spacing, and table heading options for the report. The defaults for formatting options are set in product options. The Formatting tab is available only when Report Type on the General tab is set to File.
Notify
Options for automatic email notification of the success or failure of the process.

Tools Menu Commands

In addition to the standard commands on the File, Edit, and Tools menus, you can select the following commands from the Tools menu:

Convert to Local
Convert a named report request to local. A local request is saved with the archive request. Available only when the Report Type on the General tab is set to File.
Edit Joins
Open the Edit Joins dialog to select joined tables in the report. Available when Show Joins is selected on the Archive Details tab and the Report Type on the General tab is set to File.


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