Running a presentation report

Use the Presentation Reports > Run Report page to generate a single report immediately. You can also create jobs with one or more reports and schedule them to run once or on a repeating cycle (see Scheduling presentation reports, page 137).

To run a report:

Steps

  1. Select the Start date and End date to define the time period covered in the report.
  2. Select an Output format for the report.
    Format Description
    PDF

    Portable Document Format. PDF files are formatted for viewing, and can be opened in Adobe Reader.

    Viewing requires Adobe Reader 7.0 or later.
    HTML HyperText Markup Language. HTML files are formatted for viewing, and can be opened in a browser.
    XLS

    Excel spreadsheet. XLS files are formatted for reuse, and can be opened in Microsoft Excel.

    Viewing requires Microsoft Excel 2003 or later.
  3. If you selected a Top N report, choose the number of items to be reported.
  4. Specify how you want the report to be generated:
    • Select Schedule the report to run in the background (default) to have the report run immediately as a scheduled job. Optionally provide an email address to be notified when the report is complete. You can also provide an email address to be notified if the report cannot be generated. (You can also monitor the job queue to see the status of the report.)
    • Deselect Schedule the report to run in the background to have the report run in the foreground. In this case, the report is not scheduled, and does not appear on the Review Reports page.
  5. Click Run.
    • If you scheduled the report to run immediately, the completed report is saved automatically and added to the Review Reports list. To view, save, or delete the report, click Review Reports at the top of the Presentation Reports page.
    • If you ran the report in the foreground, the report will be displayed. HTML reports appear in the browser window when complete; with PDF or XLS formats, you have a choice of whether to open the report or save it to disk.

      If you selected HTML, click Presentation Reports to return to the Report Catalog. If you selected PDF or XLS, you can use the Run Reports window again to generate the same report.

      With this option, presentation reports does not automatically store a copy of the report. Use the save functionality built into the application used to open the report if you want to save a copy to view later.

  6. To print a report, use the print option offered by the application used to display the report.
    For best results, generate PDF output and use the print options in Adobe Reader.