report processing generating & running reports generating & running reports example: subject...

Report Report ProcessingProcessing

Generating & running reportsGenerating & running reports Example: Subject Lookup ReportExample: Subject Lookup Report

Viewing & printing reportsViewing & printing reports Navigation tipsNavigation tips Canceling a reportCanceling a report Hands-on ExerciseHands-on Exercise

Topics we will cover today …

03/03/0403/03/04 PS Version 8.1PS Version 8.1 22

Generating & Running ReportsGenerating & Running Reports Navigate to the Navigate to the “Run Control”“Run Control”

Enter the prompt values.Enter the prompt values.

ClickClick

This report prompts for Term.

Run Control page

When you come to

a fork in the road ….

Take it.

Hint: Follow the breadcrumbs ….


You will be taken to the You will be taken to the Process SchedulerProcess Scheduler

Generating & Running ReportsGenerating & Running Reports

HAPPY USER

PSNT


Generating & Running ReportsGenerating & Running Reports

the specific report(s) that you would like to run.

Always select Type = WebFormat can be: HTM (best for viewing on-line) PDF (best for printing) XLS (Excel for data manipulation)

Click to submit the report.


Generating & Running ReportsGenerating & Running ReportsYou will be returned to the run control screen.

Notice that a Process Instance has been generated for your report – it is being processed.

Do not click or multiple reports will be generated.

again,


Viewing & Printing ReportsViewing & Printing Reports

Click the hyperlink - ‘Process Monitor’.

You can now navigate to the report window.


Viewing & Printing ReportsViewing & Printing ReportsYou will be taken to a screen displaying your report and its status.

Run Status is either: Queued, Processing, Success, or Error

When status = Success, your report is ready.

Click Details to continue navigation to the report.

Click to update the

report statusHAPPY USER

HAPPY USER


Viewing & Printing ReportsViewing & Printing Reports

Next, Click the link to your report.

On this screen, click the View Log/Trace

hyperlink

IBMENTOR


Viewing & Printing ReportsViewing & Printing ReportsYour report will display – there may be a short delay as the report is loaded into your web browser.

Click File/Print to print the report to your local printer.

Click File/Save As to save the report to the a folder.


Navigation TipsNavigation TipsUse to navigate between your routine pages and thoserelated to report processing.

ReportClick this Favorite to go back to class

schedule information


Catalog/Class schedule:Catalog/Class schedule: HomeHome > > Manage Student RecordsManage Student Records > > Establish CoursesEstablish Courses > Use > Use

Custom Reports:Custom Reports: HomeHome > Palomar Reports > Palomar Reports

Reports in process:Reports in process: HomeHome > > PeopleToolsPeopleTools > > Process MonitorProcess Monitor > Inquire > Inquire

Query:Query: HomeHome > > PeopleToolsPeopleTools > > Query ManagerQuery Manager > Use > Use

Report Log:Report Log: HomeHome > > PeopleToolsPeopleTools > > Report Report ManagerManager > Inquire > Inquire

Navigation TipsNavigation TipsSuggested Favorites for Instruction Office information


Navigation TipsNavigation TipsUse the button to find values within a PDF file …

Search criteria

Search matches


Canceling a ReportCanceling a Report

1050374

1050374

1050374

1. Click Process Monitor

hyperlink2. Click Details

hyperlink

3. Click a.Cancel Reportb.

4. Report is

cancelled

IBMENTOR

IBMENTOR

IBMENTOR

IBMENTOR

IBMENTOR

IBMENTOR


TerminologyTerminologyProcess InstanceProcess Instance A unique number assigned to A unique number assigned to

each process request.each process request.

Process MonitorProcess Monitor A utility that allows you to A utility that allows you to observe the status of process observe the status of process requests.requests.

Process NameProcess Name The defined name of the SQR, The defined name of the SQR, or Crystal report.or Crystal report.

Process RequestProcess Request A single “run request”, such A single “run request”, such as a Crystal report.as a Crystal report.

Process TypeProcess Type Crystal, SQR Report, or PSJobCrystal, SQR Report, or PSJob

Run Control IDRun Control ID A unique ID associated with A unique ID associated with the user. Generally – the the user. Generally – the users initials. A user can users initials. A user can have multiple Run Control have multiple Run Control IDs.IDs.


Log in …Log in … Let’s run a report …Let’s run a report …

• Active Sections by AttributeActive Sections by Attribute

ExerciseExercise

I can run reports from my deskI can run them, when I think bestI can run reports on NTI can run them you will seeI do so love this PS8I do believe, it is GR8!


ExerciseExercise

Run Control

Use the lookup button to find the

valid values


ExerciseExercise

Click

Valid Values

Click on P


ExerciseExercise

Click


ExerciseExerciseVerify:

a) Server Name

b) Select

c) Type

d) Format

Click

HAPPY USER


ExerciseExercise

What’s this?

ClickProcess Monitor


ExerciseExercise

What else can this say?

ClickDetails

HAPPY USER

HAPPY USER


ExerciseExerciseIt’s grayed out in

this example since the report has

finished running – but, this is where you can cancel a

report if necessary.

ClickView Log\Trace


ExerciseExercise

Click this link to see the report

IBMENTOR


ExerciseExerciseThis is our reportWe ran it wellThis is our report,It came out swell.


ExerciseExercise

You will now have two independent windows open:

1. Process Monitor2. Report

1.

2.


ExerciseExercise

1. Within Process Monitor

Click

2. Click either the Breadcrumbs Orthe hyperlink to continue navigation

We’re done!


Questions???

report processing generating & running reports generating & running reports example: subject...

Documents

pps version

terminologyps version

exerciseclick ps version

clickthis report

report processinggenerating

valid valuesps version

clickprocess monitorps

run status