Manage SEM reports: Open, print, and more

This section describes how to manage SEM reports in the reports application.

Open your saved reports

Whenever a report is saved or exported to RPT format, you can use the Open command to reopen and view the report contents. This applies to scheduled reports that the system ran and saved, as well as on-demand reports that you ran and exported for later viewing.

1. Open the SEM reports application. See Open the SEM reports application for steps.

2. Click the Menu button, and then select Open Report.

   The Open Report File form appears.

   

3. Use the Open Report File form to locate the report file you want to view.

   If you cannot locate the report, be sure you selected Crystal Reports (*.rpt) in the File type list.

4. Select the file and click Open.

   The report opens in the Reports Preview pane.

View the primary report sections

Some standard reports are primary reports. A primary report is a report that includes a series of subtopics, where each subtopic contains a specific set of details about the higher-level topic. Together, these topics create the report, similar to chapters in a book.

When a report includes more than one subtopic, a subtopic pane appears in the Preview pane. The subtopic pane lists the subtopics found in the report. If you click a subtopic, the Preview pane displays the first page of that section of the report.

To view a section of a primary report, select the subtopic you want to review. The Preview pane displays the first page of that section in the report.

Hide and show a primary report subtopic pane

When you preview a primary report, Tree is enabled in the View tab. Click Tree to toggle between hiding and revealing the report’s subtopic pane.

You can hide the subtopic pane in the View group by clicking Tree. The subtopic pane is hidden, as shown below.

To restore the subtopic pane, click Tree again. The subtopic pane appears again.

View the report pages

In the reports application, the Navigate group provides tools to browse through the pages of a multi-page report. If the report includes only one page, the toolbar is disabled.

Click or to move to the first or last page of the report. Click or to move to the previous or next page of the report.

The Page field displays the page number currently active in the Preview frame, as well as the total number of pages in the report. A plus (+) next to a page number indicates additional pages in the report.

To determine how many pages are in the report, click in the toolbar. This takes you to the last page of the report, forcing the console to determine how many pages there are. It also causes the + to display the actual number of pages.

You can also use this feature to display a particular page of the report. In the Page box, enter a page number you want to view and press Enter. The Preview frame displays your selected page.

Magnify and reducing report pages

Use the Zoom feature to resize a report. You can select a percentage or have the report expand or reduce to fit the Preview pane. Click the Zoom drop-down menu and select an option to resize your report in the Preview pane.

Stop a report in progress

To stop running or loading a report that is progress, click Stop on the status bar.

Edit a scheduled report task

When required, you can edit a scheduled report task or task schedule by editing the task settings. This process allows you to modify your report scheduling when conditions change within your organization.

1. Open the Reports application. See Open the SEM reports application for steps.

2. Click the Settings tab.

3. From the Category drop-down list, select Standard Reports or Custom Reports.

4. In the Report Title column, select the report that requires a schedule change, and then click Schedule.

5. In the Report Scheduler Tasks window, select the report schedule you want to edit, and then click Modify.

6. In the Scheduler window, edit the Task, Schedule, and Settings tabs as required.

   To change the settings for a particular schedule, click the Schedule tab and select the schedule you want to change. Use the boxes to change the settings, and then click Apply.

7. To close the window, click OK.

8. Make any additional changes to the Report Settings as required in the Report Schedule Tasks window.

9. Click Save.

10. To close the Report Scheduler Tasks window, click Close.

Export a report

You can export a report from the Preview pane into several formats, including:

• Adobe Portable Document File (PDF)
• Crystal Reports RPT file
• HTML
• Microsoft Excel file

SEM officially supports PDF and RPT formats.

1. In the Reports window, open or run the report you want to export.

   The report appears in the Preview pane.

2. On the View tab in the Output group, click Export.

   The Export form appears.

   

3. In the Format list, select the fine type to save the report.

   The Description box at the bottom of the form describes your selected file format.

4. Use the Destination list to browse to the folder and save the file.

5. Click OK.

   The system saves the file in your selected format to your destination folder.

Print reports

You can print any report displayed in the Preview pane.

1. In the Reports window, open or run the report you want to print.

   The report appears in the Preview pane.

2. On the View tab, click Print in the Output group.

3. In the Print form, select the printer and any print options.

4. Click Print.

   The report is sent to your printer based on your print options.

Set up your printer preferences

Use the Printer Setup command to define the default print settings (such as Portrait or Landscape) for printing your reports.

1. In the Reports window, open or run the report you want to print.

   The report appears in the Preview pane.

2. On the View tab, click Printer Setup in the Preferences group.

3. In the Page Setup dialog box, select the appropriate options.

   

4. Click OK.

   The report is printed according to your selected print options.