1. Report Processing Generating & running reports Generating & running reports Example: Subject Lookup Report Example: Subject Lookup Report Viewing & printing reports Viewing & printing reports Navigation tips Navigation tips Canceling a report Canceling a report Hands-on Exercise Hands-on Exercise Topics we will cover today …

2. 03/03/04 PS Version 8.1 2 Generating & Running Reports Navigate to the “Run Control” Navigate to the “Run Control” Enter the prompt values. Enter the prompt values. Click Click This report prompts for Term. Run Control page When you come to a fork in the road …. Take it. Hint: Follow the breadcrumbs ….

3. 03/03/04 PS Version 8.1 3 You will be taken to the Process Scheduler Generating & Running Reports HAPPY USER PSNT

4. 03/03/04 PS Version 8.1 4 Generating & Running Reports the specific report(s) that you would like to run. Always select Type = Web Format can be: HTM (best for viewing on-line) PDF (best for printing) XLS (Excel for data manipulation) Click to submit the report.

5. 03/03/04 PS Version 8.1 5 Generating & Running Reports You will be returned to the run control screen. Notice that a Process Instance has been generated for your report – it is being processed. Do not click or multiple reports will be generated. again,

6. 03/03/04 PS Version 8.1 6 Viewing & Printing Reports Click the hyperlink - ‘Process Monitor’. You can now navigate to the report window.

7. 03/03/04 PS Version 8.1 7 Viewing & Printing Reports You will be taken to a screen displaying your report and its status. Run Status is either: Queued, Processing, Success, or Error When status = Success, your report is ready. Click Details to continue navigation to the report. Click to update the report status HAPPY USER

8. 03/03/04 PS Version 8.1 8 Viewing & Printing Reports Next, Click the link to your report. On this screen, click the View Log/Trace hyperlink IBMENTOR

9. 03/03/04 PS Version 8.1 9 Viewing & Printing Reports Your report will display – there may be a short delay as the report is loaded into your web browser. Click File/Print to print the report to your local printer. Click File/Save As to save the report to the a folder.

10. 03/03/04 PS Version 8.1 10 Navigation Tips Use to navigate between your routine pages and those related to report processing. Report Click this Favorite to go back to class schedule information

11. 03/03/04 PS Version 8.1 11 Catalog/Class schedule: Home > Manage Student Records > Establish Courses > Use Catalog/Class schedule: Home > Manage Student Records > Establish Courses > UseHomeManage Student RecordsEstablish CoursesHomeManage Student RecordsEstablish Courses Custom Reports: Home > Palomar Reports Custom Reports: Home > Palomar ReportsHome Reports in process: Home > PeopleTools > Process Monitor > Inquire Reports in process: Home > PeopleTools > Process Monitor > InquireHomePeopleToolsProcess MonitorHomePeopleToolsProcess Monitor Query: Home > PeopleTools > Query Manager > Use Query: Home > PeopleTools > Query Manager > UseHomePeopleToolsQuery ManagerHomePeopleToolsQuery Manager Report Log: Home > PeopleTools > Report Manager > Inquire Report Log: Home > PeopleTools > Report Manager > InquireHomePeopleToolsReport ManagerHomePeopleToolsReport Manager Navigation Tips Suggested Favorites for Instruction Office information

12. 03/03/04 PS Version 8.1 12 Navigation Tips Use the button to find values within a PDF file … Search criteria Search matches

13. 03/03/04 PS Version 8.1 13 Canceling a Report 1050374 1. Click Process Monitor hyperlink 2. Click Details hyperlink 3. Click a.Cancel Report b. 4. Report is cancelled IBMENTOR

14. 03/03/04 PS Version 8.1 14 Terminology Process Instance A unique number assigned to each process request. Process Monitor A utility that allows you to observe the status of process requests. A utility that allows you to observe the status of process requests. Process Name The defined name of the SQR, or Crystal report. Process Request A single “run request”, such as a Crystal report. Process Type Crystal, SQR Report, or PSJob Run Control ID A unique ID associated with the user. Generally – the users initials. A user can have multiple Run Control IDs.

15. 03/03/04 PS Version 8.1 15 Log in … Log in … Let’s run a report … Let’s run a report … Active Sections by AttributeActive Sections by Attribute Exercise I can run reports from my desk I can run them, when I think best I can run reports on NT I can run them you will see I do so love this PS8 I do believe, it is GR8!

16. 03/03/04 PS Version 8.1 16 Exercise Run Control Use the lookup button to find the valid values

17. 03/03/04 PS Version 8.1 17 Exercise Click Valid Values Click on P

18. 03/03/04 PS Version 8.1 18 Exercise Click

19. 03/03/04 PS Version 8.1 19 Exercise Verify: a)Server Name b)Select c)Type d)Format Click HAPPY USER

20. 03/03/04 PS Version 8.1 20 Exercise What’s this? Click Process Monitor

21. 03/03/04 PS Version 8.1 21 Exercise What else can this say? Click Details HAPPY USER

22. 03/03/04 PS Version 8.1 22 Exercise It’s grayed out in this example since the report has finished running – but, this is where you can cancel a report if necessary. Click View Log\Trace

23. 03/03/04 PS Version 8.1 23 Exercise Click this link to see the report IBMENTOR

24. 03/03/04 PS Version 8.1 24 Exercise This is our report We ran it well This is our report, It came out swell.

25. 03/03/04 PS Version 8.1 25 Exercise You will now have two independent windows open: 1.Process Monitor 2.Report 1. 2.

26. 03/03/04 PS Version 8.1 26 Exercise 1. Within Process Monitor Click 2. Click either the Breadcrumbs Or the hyperlink to continue navigation We’re done!

27. 03/03/04 PS Version 8.1 27 Questions???