Using the Report Request Editor

In the Report Request Editor you can create, modify, or delete Report Requests. You can also save Report Requests to the Optim™ Directory.

Report Request Editor. The elements of the Report Request Editor are described as follows.
Description
Text to describe the purpose of the Report Request (up to 40 characters).
Tabs

Use the Report Request Editor tabs to provide parameters and select options to define Report Requests. Each tab in the editor serves a unique purpose.

General
Parameters required by the Report Process, including the type of report (in other words, Archive Directory or File), the report title, output options, report file name, and printer specifications, as applicable. Each time you open the editor, the General tab is shown first.
Archive Criteria
Parameters needed to select entries in the Archive Directory (for example, Creator ID or Archive File name) for the report. The Archive Criteria tab is available when Report Type on the General tab is set to Archive Directory.
Source File
Parameters required to select an Archive or Compare File for the report, including the Server name, Source File name, and the tables included in the report. The Source File tab is available when Report Type on the General tab is set to File.
Archive Details
Layout and row display options for the report. The Archive Details tab is available when Report Type on the General tab is set to File and the Source File is an Archive File.
Formatting
Limits, spacing, and table heading options for the report. The defaults for formatting options are set in Product Options.
Notify
Options for automatic email notification of the success or failure of the process.

Tools Menu Commands

In addition to the standard commands on the File, Edit, and Tools menus, you can select the following commands from the Tools menu:

Convert to Local
Convert a named Report Request to a local Report Request. A local Report Request is saved with the Archive Request. Convert to Local is active only when the Report Type is File.
Edit Joins
Open the Edit Joins dialog to select joined tables in the report. Available when Show Joins is selected on the Archive Details tab and the Report Type is File.