Scheduling Discoverer Reports Scheduling Standard Reports Printing & Re-printing Standard Reports - PowerPoint PPT Presentation

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Scheduling Discoverer Reports Scheduling Standard Reports Printing & Re-printing Standard Reports
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Scheduling Discoverer Reports Scheduling Standard Reports Printing & Re-printing Standard Reports

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  1. Focus on Reports Session 2 • To print: • Right click • Choose “Print” • Change option “Print What?” from “slides” to “note pages” • Click ok • Scheduling Discoverer Reports • Scheduling Standard Reports • Printing & Re-printing Standard Reports

  2. Using Discoverer Workbook Scheduler

  3. Why Schedule Discoverer Reports? • Reports can be run ahead of time and ready for you when you need them. • You do not need to be logged on to Discoverer while scheduled reports run. • If you are logged on to Discoverer, scheduled reports run in the background. • The actual report results are stored.

  4. Click Schedule

  5. Highlight the report you wish to run and click “Schedule”.

  6. 1. Click the worksheets that you want to run, or click “Select All” 2. Enter the time (between 7:00 am and 6:00 pm) Note: The default is the current time. 4. Choose Repeat Option, (Choose “Never” if you needtochange parameters before running each time.) 3. Enter the date Note: The default is the current date.

  7. 4. Choose “Never” as Repeat Option, if you need to change parameters before running each month. Minute(s) Hour(s) Day(s) Week(s) Month(s) Year(s) 5. Click Next

  8. 1. All scheduled workbooks must have a unique name. If you don’t change it here, Discoverer will prompt you when you leave this screen and make the name unique for you. 2. Click Finish

  9. Note: If you didn’t uniquely name the scheduled report, Discoverer will prompt you with the this message. Click Yes.

  10. 1. Enter parameter(s) 2. Click Finish

  11. The Scheduling Manager form is returned showing your report with a status of “Scheduled”. You may click Schedule to continue scheduling other workbooks, or Close to exit Scheduling Manager.

  12. Check the status of your scheduled report. It is ready to be viewed if the status is “Report Ready”. To open the report you can either: Double click on the report Or Highlight the report and click Open Note: If the report is still running, you will need to click the Refresh key to see any status change, or click the Close keyand come back at a later time.

  13. A Do you want to open the results for this sheet? If you click no the sheet will be empty B One of these dialog boxes will appear when you open your scheduled workbooks. Read Carefully before clicking yes or no. Do you want to query the database for the most recent data? If you choose “No” then you will see the results from the scheduled workbook.

  14. Your results are immediately displayed and you may print or extract to Excel as desired.

  15. Highlight the report results you wish to delete and Click Delete.

  16. Click Yes

  17. The report results are deleted and no longer show in the Scheduling Manager Window.

  18. Scheduling Standard Reports

  19. System Printing

  20. Printing and Re-Printing Standard Reports

  21. Two types of printing are available from the Integrated System 1) System printing, and 2) Windows Application Program Interface (API) printing

  22. To reprint to a System Printer, Select: Report - Tools -Reprint/Republish

  23. Windows API printing From the View Requests screen: • Click View Output, and you will see the report, with a menu bar across top. • Go to File menu, and select Print, and you will see the Print screen. • Select Properties. • On the Finishing tab, click on picture so shows landscape position (horizontal). • On the Effect tab, enter 85 in the % of normal size box. • Click OK. • Click OK.