Create a new Report Request

Use this task to create a Report Request. A Report Request contains specifications for a report on the contents of an Archive or Compare File or list Archive Directory entries that meet criteria you supply.

You can create a Report Request from the main window or from the Report Request Editor.

From the Main Window

Use this task to create a Report Request if the Report Request Editor is not already displayed.

To create a Report Request:

  1. In the main window, click File > New > Report to open the Report Request Editor.
  2. On the General tab, select the type of Report Request, and for Archive File Report Requests, provide an optional title for the report and select output options, including the file name or printer selection for the report.
  3. Depending upon the type of report, use the Source File tab to enter the name of a Source File and select tables on which to report and the Archive Details tab to select layout and row display options, or the Archive Criteria tab to provide criteria for Archive Directory entries.
  4. Provide Notification parameters, and for Archive File Report Requests, provide Formatting parameters.
  5. In the Report Request Editor, click File > Save to open the Save a Report Request dialog.
  6. In the Pattern box, type a unique name for the new Report Request and click Save.

From the Report Request Editor

Use this task to create a Report Request if the Report Request Editor is already displayed.

To create a Report Request from the Report Request Editor:

  • To create a new Report Request, click File > New in the Report Request Editor.
  • To create a new Report Request modeled on an existing one, open the desired Report Request and click File > Save As.
  • To create and store a copy of the active Report Request and continue editing, click File > Save Copy As.

These steps are the minimum required to create a Report Request. After you create a request, you can run the process immediately, or save the request and schedule it. Because the options to create a Report Request and to modify a Report Request are similar, refer to Using the Report Request Editor for complete details.