Printing a Standard Report

Scenario: You want to run a Standard report, view it as a PDF/XLS and then print it.

 

Reference: For background information, see Reports reference.

 

Workflow diagram:

 

 

Prerequisites:

  • For viewing a report in Excel, Microsoft Excel 2007 or later is installed on your system.
  • The report templates are imported in a folder within the Reports application in System Browser.

 

Steps:

1 – Verify the Standard Report Templates
  1. In System Browser, select Application View.
  1. Select Application View > Applications > Reports.
  1. Expand the folder where the report templates are imported.
  • The standard reporting templates are available.

 

2 – Run a Report

You can run a report using either of the following options:

Option 1: Using Toolbar Icons Run/Run As…

  • You have selected a report definition that you want to run and the report definition displays in Edit mode.
  • Do one of the following:
  • Click Run to run the report definition according to your login language.
  • Click Run As to run the report definition according to the selected language.
  • Localized data is retrieved and loaded in the cells of a table/plot in the report.
  • The report execution status displays in the Report Management section below the report definition. On successful report execution, the generated report displays in Run mode.

 

Option 2: Using The Related Items Tab

  1. Select an object from System Browser. This object is set as the name filter for the report definition you want to execute.
  1. In the Related Items tab, select an icon/link for the report definition. For example, Object Status. Do not select an icon/link for New Report as this opens a new report definition.
  • The selected report displays in the Secondary pane in Run mode. The selected object is set as the name filter for the tables and plots present in the report.
    If the selected report in the Related Items tab is a related report for the selected System Browser object, then data is retrieved according to the name filters set for report elements.
    However, if the selected report in the Related Items tab is a Show in Related Items report, the name filter configured for all the reporting elements in the generated report is replaced by the path of the selected object in System Browser
    After running a report definition, should you decide to change some definition parameters, click Edit to toggle from Run mode to Edit mode in order to make your configuration changes.
  • The report execution status displays in the Report Management section. On successful report execution, the generated report displays information related to the selected object.

 

3 – View a Report

You can view a report as a PDF output or as an Excel output.

 

Option 1: Viewing a Report Definition as a PDF

  • For viewing a report definition as a PDF, click Create and view PDF .
  • The PDF file opens in the PDF viewer. When a PDF document exceeds the page limit of 500 pages, it splits into two documents.
    You can save, print, zoom in, and zoom out of the PDF file.

 

Option 2: Viewing a Report Definition in the Excel format

  • For viewing a report definition in the Excel format without a template, click Create and view Excel .
    NOTE: Ensure that Microsoft Excel 2007 or later is installed, for Create and view Excel to be enabled.
  • An Excel file is created and stored under the following temporary path [Drive]:\Users\[UserID]\AppData\Local\Temp\temp\GMS.
    A dialog box displays, asks you if you want to save a permanent copy of this file.

To view a report in the Excel with a template, see Viewing a Report Definition in the Excel format with a template.

 

4 – Print a Report
  • You are viewing a report as PDF or Excel.
  1. Proceed as follows:
  • For a PDF file, click Print .
  • For a file that displays in Excel format, you have to print from the Microsoft menu.
  • The Print dialog box displays.
  1. Select the configured printer and click Print .
  • The report is printed.