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English
  • Data Archive 6.4.4
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Accessing Data Archive
  4. Working with Data Archive
  5. Scheduling Jobs
  6. Viewing the Dashboard
  7. Creating Data Archive Projects
  8. Salesforce Archiving
  9. SAP Application Retirement
  10. Creating Retirement Archive Projects
  11. Integrated Validation for Archive and Retirement Projects
  12. Retention Management
  13. External Attachments
  14. Data Archive Restore
  15. Data Discovery Portal
  16. Data Visualization
  17. Oracle E-Business Suite Retirement Reports
  18. JD Edwards Enterprise Retirement Reports
  19. Oracle PeopleSoft Applications Retirement Reports
  20. Smart Partitioning
  21. Smart Partitioning Data Classifications
  22. Smart Partitioning Segmentation Policies
  23. Smart Partitioning Access Policies
  24. Language Settings
  25. Appendix A: Data Vault Datatype Conversion
  26. Appendix B: Special Characters in Data Vault
  27. Appendix C: SAP Application Retirement Supported HR Clusters
  28. Appendix D: Glossary

User Guide

User Guide

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Running and Exporting a Report

Running and Exporting a Report

You can run a report after you create it. You can also export the report to a file such as a PDF or Microsoft Excel file.
  1. Click
    Data Visualization
    Reports and Dashboards
    .
    The
    Reports and Dashboards
     window appears with a list of reports sorted by report name.
  2. Optionally, sort reports by type, description, creator, created date, or the last modification date to locate the report.
  3. Optionally, filter on one or more columns to limit the list of reports displayed.
  4. Click the row of the report you want to run.
    Do not use the checkbox to select a report to run.
    The row is highlighted.
  5. Click
    Actions
    Run Report
    .
    The report appears in view mode. The report page contains buttons on the top to save, export, print, and filter data. The Parameters and Filter views appear on the left.
  6. You can complete the following tasks in view mode:
    1. Click the
      Export
       button to export the report to a file.
      You can export the report to one of multiple file formats such as PDF, HTML, Microsoft Excel, Text, RTF, or XML.
    2. Click the
      Print
       button.
    3. Click the
      Filter
       button and select or exclude variables or certain values in a variable for each component in the report.
    4. Click the
      Save
       button to save any changes you made.
    5. From the
      Parameters
       view, select values to display in the report.
      You will see the
      Parameters
       view if the report was created with an SQL query that specified parameter filters.
    6. From the
      Filter
       view, click the
      +
       button. Select fields to filter data in the report.
  7. Click
    Edit Mode
     to edit the report.
    The report opens in edit mode.
  8. You can complete the following tasks in edit mode:
    1. All tasks allowed in view mode.
    2. From the
      Resources
       view, expand
      Data Source
       > report name > column name. Drag a column name to the appropriate area to add a new field to a table, crosstab, or chart.
    3. From the
      Resources
       view, expand
      Data Source
       > report name >
      Dynamic Resource
       >
      Aggregations
      . Click
      <Add Aggregations...>
       and select an option such as count, sum, or average to add to a table or chart.
    4. From the
      Resources
       view, expand
      Data Source
       > report name >
      Dynamic Resource
       >
      Formulas
       >
      Add Formula
       and add a customized formula to your table or chart.
    5. From the
      Filter
       view, click the
      +
       button. Select fields to filter data in the report.
    6. From the
      Components
       view, drag a component to an area in the report.
      You can add components such as a table, crosstab, chart, label, image, and video.
    For more information on how to edit your report, click
    Menu
    Help
    User's Guide
    .
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