Source File Tab, Report Request Editor

Use the Source File tab to provide the name of the Source File for the report and identify tables in the Source File from which to compile the report information. The Source File tab is available if you select File as the Report Type on the General tab.

Report Request Editor with Source File as the active tab. The elements of the Source File tab are described as follows.

Source File Server

Select (Local) for a Source File that resides on the workstation or click the down arrow to select the Server on which the file resides.

Source File Name

Enter the complete path and file name for the Source File containing the data for the report. Type the name, click the Browse button to select the file from a directory, or click the Retrieve button to select the last Source File you created.

To browse the contents of the Source File, right-click the file name and select Browse from the shortcut menu. For details on the Browse Utility, refer to the Common Elements Manual .

Table List/Start Table

A list of tables in the Source File. The label varies according to the Show joins setting on the Archive Details tab. You can create a report that lists the contents of selected tables or a report that shows a segment of joined rows in the tables.

To create a report that lists the contents of selected tables, you must clear the Show joins check box on the Archive Details tab.

Table List
Select a check box to include the table data in the report or click Select All to select all listed table names, or Clear All to clear all check boxes. You must select at least one table to run the Report Request.
Automatically Report New Tables
Select this check box to include data from all Source File tables in the report, whether or not the tables are named or selected in the original Table List. This feature is useful in an automated process in that you need not update the Report Request manually to process Source Files that include tables different from, or in addition to, those in the original Source File.

(Available only when the Show joins check box on the Archive Details tab is cleared.)

To create a report showing joined segments of archived data, you must select the Show joins check box on the Archive Details tab.

Start Table
Select the check box for one table on the list to be the Start Table. To join other tables to the Start Table and to joined tables and to apply selection criteria, click Tools > Edit Joins to open the Edit Joins dialog. Refer to Edit Joins.

Edit Joins

When you select the Show joins check box on the Archive Details tab, you must select a Start Table from the list of tables on the Source Table tab. You can then use the Edit Joins dialog to join related tables, beginning with the Start Table.

You can join data from other related tables in the Source File, provide selection criteria, and format the report to start a new page for each segment of joined data, beginning with the parent row.

Click Tools > Edit Joins to display the Edit Joins dialog.

Edit Joins dialog. The elements of the Edit Joins dialog are described as follows.

Joined Tables

Select a table name in the Joined Tables tree to display the names of related tables in Related Tables. Shortcut menu commands allow you to edit selection criteria for the selected table, precisely defining the segment of archived data in the report, to assign each selected row of the table to a new report page, or to remove a join.

Related Tables

Double-click a name in Related Tables to join the table to the table selected in Joined Tables tree. Alternately, you can right-click the table name and select Join Table from the shortcut menu. If more than one relationship between a pair of tables exists, you are prompted to select the relationship to use.

Report Selection Criteria

You can define selection criteria for any table listed in the Joined Tables tree on the Edit Joins dialog. The selection criteria applies to the table in all Archive Files processed by the Report Request.

To define selection criteria, right-click a table name in the Joined Tables tree and select Edit Selection Criteria from the shortcut menu. The Report Selection Criteria dialog is displayed.

Report Selection Criteria dialog

The selected table name is displayed at the top of the Local Selection Criteria dialog.

Tabs

The dialog has two tabs. Use the Column Criteria tab to define selection criteria for any column in the selected table, or the SQL tab to define an SQL WHERE clause for the table.

Use the Column Criteria tab to provide criteria for one or more columns in the selected table. For further information, see Column Criteria Tab

For selection criteria that is more complex than can be defined on the Column Criteria tab, use the SQL tab to create an SQL WHERE clause. For example, to select the desired rows from a table, you may need a combination of AND and OR logical operators. For further information, see SQL Tab.