Workstation. It is an OpenEnterprise View component, and is designed for use within the OEDesktop environment. It can also be used on an OpenEnterprise Workstation outside the OEDesktop in its own container.

With the Report Selector a user can:-

1. Copy a previously published report from the OpenEnterprise server to the local machine for printing or viewing

2. Fill in reporting gaps by running, viewing and publishing unavailable published reports

3. Run a configured report and view or save it in different formats

1.1 Report Selector in OEDesktop

The Report Selector is an OpenEnterprise View component, and therefore can be loaded into a window in the OEDesktop.

1.1.1 Opening New file

1. A new Report Selector window can be loaded into the OEDesktop by selecting the

OEDesktop>New menu item from the OEDesktop:-

2. Then select the 'OE Report Selector' file type from the list as shown here.

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1.1.2 Opening a Saved File

1. A saved Report Selector file can be loaded into the OEDesktop by selecting the

OEDesktop>Open menu item:-

2. Then select the 'OE Report Selector' file type from the 'Open' dialog.

3. Then browse for and select the actual file using the browse button, highlighted in the image below.

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1.2 Report Selector in its own container

As an OpenEnterprise View component, the Report Selector has its own container, into which a

Report Selector file can be loaded.

To do this select Start>All Programs>OpenEnterprise>Views>Report Selector. This will open the

Report Selector View in its own container with the default Report Selector file (name =

<dataservice>.rpv). The default Report Selector filename is set when OpenEnterprise is installed. The path and filename can be found in the Settings Editor component under the

'OpenEnterprise\Tasks\Window Manager\Child Applications\Report Selector Control' key. On installation this file will have default options. You can make changes in the Report Selector container and save them.

2 Report Selector Runtime Interface

This is the Report Selector in its own container in runtime mode. It can also be loaded into a window within the OEDesktop. Use the Report Selector to view or print previously published reports, or create new published reports. Details of the various features of the user interface are listed under the image below.

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2.1 Report Selector Menu Bar

These are the menu items that are available to any OpenEnterprise View that is opened in its own container.

2.1.1 File menu

These are menu options on the Report Selector File menu.

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2.1.1.1 New File

Opens a new default Report Selector file. The default Report Selector filename is set when

OpenEnterprise is installed. The path and filename can be found in the Settings Editor component under the 'OpenEnterprise\Tasks\Window Manager\Child Applications\Report Selector Control' key.

2.1.1.2 Open File

Opens a previously saved Report Selector file.

2.1.1.3 Save File

If changes are made, they can be saved using this option. If you choose this option the loaded file will be overwritten.

2.1.1.4 Save As

Changes can be made to the default file in the Report Selector's container, and these changes can be saved. You can save the new settings under a new file name using this option.

2.1.1.5 Print Setup

Opens the configured printer's set up pages.

2.1.1.6 Print

Prints the report that is in the viewing area. If no report is being viewed, no print will take place.

2.1.1.7 Recent Files

A list of files that have most recently been loaded into the Report Selector container.

2.1.2 View menu

The View menu shows two options. The Toolbar and Status bar options hide and show the Toolbar and Status bar of the Report Selector container. A tick indicates the object is shown, no tick indicates that it is hidden.

The Properties... option is disabled, because the Report Selector container, is here in Runtime mode.

The Properties.. option is only available when the container is placed in Configure mode by selecting the Configure menu item to the right of the View item.

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2.1.3 Configure menu

Places the Report Selector container into Configure mode, enabling access to the Property pages.

When the container is in Configure mode, this menu item changes to Runtime.

2.1.4 Help menu

Provides options to view the Help file and the About box, which displays OpenEnterprise version, build and contact details.

2.2 Container Toolbar

The container toolbar is the same for all OpenEnterprise View components. It provides quick options to some of the main menu functions.

2.2.1 New File

Opens a new default Report Selector file. The default Report Selector filename is set when

OpenEnterprise is installed. The path and filename can be found in the Settings Editor component under the 'OpenEnterprise\Tasks\Window Manager\Child Applications\Report Selector Control' key.

2.2.2 Open File

Opens a previously saved Report Selector file.

2.2.3 Save File

If changes are made, they can be saved using this option. If you choose this option the loaded file will be overwritten.

2.2.4 Print

Prints the report that is in the viewing area. If no report is being viewed, no print will take place.

2.3 Report Toolbar

The Report Toolbar provides quick access to various functions that act on the report in the viewing area.

2.3.1 Print

Prints the report that is currently in the viewing area.

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2.3.2 Save Report

Saves the report that is currently in the viewing area.

Report Selector

2.3.3 Email Report

Enables the user to Email the report that is currently in the viewing area. The default email client will open with the report file attached, and the name of the report in the message section. Select a user and send the email.

2.3.4 View in native viewer

Opens the report in the viewing area in its native viewer. For instance, if it is an Excel file, providing that Excel is installed on the host computer, it will be opened in Excel.

2.3.5 Configure

This option is disabled by default when the Report Selector is opened in its own container. If the button is enabled, the user can click it to put the Report Selector into runtime mode. The button can be enabled from the General Page of the Report Selector property pages.

2.3.6 Next [>>] and Previous [<<] report buttons

These buttons enable you to quickly navigate to the next and previous published reports that are available on the server.

2.4 Report Filter Options

These options enable you to:-

1. Select a configured report for viewing

2. Select the format you want to view the report in

3. Define values for any aliases

4. Select a date/time for running/publishing the report

2.4.1 Report Name

Select the configured report that you want to view from the list. You may not be seeing all of the configured reports in this list. To ensure that you can see all reports, review the Report Selection

Page of the Report Selector Configuration pages.

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2.4.2 Report Format

Select the Report Format that you would like to view the report in from the list available. The format you want to view in is not limited to the formats that have been configured for the report. You may not, however, see all of these options, depending on how the Report Selector file is configured. To enable more formats, see the Report Selection Page of the Report Selector Configuration pages.

2.4.3 Report Alias

This section may or may not be enabled. The Report Selector sets the BASEDATE and BASETIME aliases depending on the date and time selected for running the report, but the DATASERVICE alias on reports can be made available here for modification by the user. See the Aliases Page on the

Report Selector configuration pages for more information.

If the DATASERVICE alias is not enabled for modification, the Report Selector checks the report to see if any CSV or SQL alias is defined. If there is, then this alias name appears above the Primary

Alias Value field, and the CSV list or the results of the query are shown in the value field as a dropdown list.

The user can then select one of the available values. Otherwise, the text above the Primary Alias

Value field will display the first alias name found other than the DATASERVICE alias. This will be deemed the primary alias, and any value assigned in the report to this alias will appear in the Primary

Alias Value field. This value, and the value of any other single value alias can be modified by clicking the [A] button.

If no alias other than DATASERVICE is configured on the report, and the DATASERVICE alias is not made available for modification, this section will be disabled.

Primary Alias Value 2.4.3.1

The Report Selector checks the report to see if any CSV or SQL alias is defined. If there is, then this alias name appears above this field, and the CSV list or the results of the query are shown in this field as a drop-down list.

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The user then selects one of the values available. Otherwise, the text above the drop-down will display the first alias name found other than the DATASERVICE alias. This will be deemed the primary alias, and any value assigned in the report will appear in the value field below the alias name.

Any single value alias in the report can be modified by clicking the [A] button.

2.4.3.2 Set Alias Value Button

Opens the Report Alias Editor.

2.4.4 Report Alias Editor Page

The Report Alias Editor is opened when the user clicks on the [A] button on the Report Selector View runtime interface.

The Report Alias Editor enables the user to define alias values when a report is run. Note, only aliases that are enabled using the Aliases Page of the configuration pages will be available in this list.

2.4.4.1 Report Aliases

A list of the single value aliases on the selected report. If the DATASERVICE alias is not shown, it is because it has not been selected from the global list of report aliases on the Aliases Page of the

Report Selector configuration pages.

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2.4.4.2 Alias Value Change

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Click on any of the 'Value' fields from the list of report aliases, and type in the required value.

2.4.5 Report Date

The Report Date control allows you to select a date and time for running the report. The date that is initially shown in the field by default is the current date, but this can be changed on the Report Date

Page of the Property pages. Click the arrow to the right of the Report Date field to view a calendar, from which you can choose a date and time.

2.4.5.1 Report Date Calendar

The Report Date Calendar enables you to select the date for which the report will be run. The time of day can also be shown on the Calendar, but this has to be enabled on the Calendar Page of the

Report Selector Properties. The colored dates represent dates for which there are already published reports.

Report(s) Identified Date 2.4.5.1.1

The colored dates indicate dates for which published reports have been found.

2.4.5.1.1.1 Multiple report color

It is possible to configure the Report Selector View so that dates/times which have multiple reports configured appear with a different colored background. This can be configured on the Calendar Page of the Report Selector Property pages.

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2.4.5.1.1.2 Viewing multiple published reports

When there is a date which contains multiple published reports, you can view a list of these published reports and make a selection by double clicking on that date. The 'Select Report' dialog appears, listing the available published reports for that day. Select a report and click the [OK] button.

2.4.5.1.2 Run Report Context Menu

This context menu appears when you right click on any date in the report date calendar. Any of the options shown in the image below can be disabled from the Calendar Page of the Report Selector's property pages.

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2.4.5.1.2.1 Run Report

This will run the report for the selected day. The time of the report will depend on the configuration of the Report Selector. There are three options:-

1. If you checked the 'Override report time' box on the Report Date Page of the Report Selector configuration pages, the Report Selector will use the time defined there.

2. If you have checked the 'Show time of day' box on the Calendar Page of the configuration pages, the report time can be changed from the time control that appears at the bottom of the report date calendar.

3. If neither of the above options has been enabled, the Report Selector will run the report for midnight (00:00:00 hours) on the selected day.

2.4.5.1.2.2 Run and Publish Report

This will run and publish the report for the selected day. The time of the report will depend on the configuration of the Report Selector. There are three options:-

1. If you checked the 'Override report time' box on the Report Date Page of the Report Selector configuration pages, the Report Selector will use the time defined there.

3. If neither of the above options has been enabled, the Report Selector will run the report for midnight (00:00:00 hours) on the selected day.

Since the report will be published, it will show in the list of published reports the next time you select this date for the same report.

2.4.5.1.2.3 Available published reports

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This is a list of the available published reports. An asterisk after any report time indicates that there are duplicate reports available for that time. Select one of the reports listed to view it in the viewing area.

2.4.5.1.2.4 Run Report Progress

When you select an option from the report calendar context menu, you will see the 'Run Report

Progress' dialog.

This will update you on the progress of the requested report. When the report has been run, a file download will be initiated, and you will be presented with the 'File Download' dialog.

2.4.5.1.2.5 File Download Dialog

This dialog is presented before the Report Selector displays the selected report in the report viewing area.

Select the [Open] button to open the file in the Report Selector's viewing area. Choose the [Save] button to save it, and choose the [Cancel] button to cancel the file download.

2.5 Report viewing area

This area will change according to whether a report has been run, and the format of the report that was run. This report is in Excel format, so it looks like and has the same controls as an Excel worksheet. The Status bar at the bottom of the viewing area shows from left to right the name of the report, the start time and the end time.

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When a report and a report date has been selected for viewing, the Report Selector will initiate a file download. First, you will see the 'Run Report Progress' dialog, then you will be presented with the

'File Download' dialog.

3 Report Selector Configuration

To configure the behaviour of the Report Selector View, you need to access its Property pages.

Accessing the Report Selector configuration pages is slightly different depending on whether the

Report Selector is opened within its own container or within the OEDesktop.

3.1 Property pages in the Container

To access the property pages in the container, you have to select the Configure menu item from the container's Menu Bar. The Report Selector is then in Configure Mode, as can be seen from the message in the centre of the Report Selector window. You can then right click and select the

Properties menu to access the Property Pages.

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3.2 Property Pages in the OEDesktop

In the OEDesktop, the Report Selector Property pages are presented in two ways:-

1. When the Report Selector is first loaded into the OEDesktop, the Property pages are presented as a wizard.

You can change the default options as you move through the wizard, or you can just accept all the defaults by clicking the [Cancel] button, and change them later by putting the Report

Selector into configure mode.

2. When accessing the Property pages in configure mode within the OEDesktop, they are presented not as a wizard, but as a dialog with a side menu that allows you to select any page for modification.

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There are two ways to put the Report Selector View into configure mode:- a. Toggle runtime and configure mode by pressing the CTRL and M keys simultaneously on your keyboard. to place it back into runtime mode.

3.3 General Page

The General Page allows you to configure the dataservice, properties and mode of the current instance of the Report Selector.

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3.3.1 Page Menu

When the Report Selector is placed into configure mode, the Page menu allows you to select any page for editing. However, when the Report Selector is first loaded into the OEDesktop as a new file, the Property pages are presented as a wizard, and you cannot choose which page you want to modify. You just have to click the [Next] buttons until you get to the page you want to change.

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3.3.2 Default Dataservice

The default dataservice defined by the OpenEnterprise installation. It is defined in the 'Database' value on the parent OpenEnterprise key in the Settings Editor file.

3.3.3 User specified Dataservice

The user can specify a different dataservice other than the default dataservice for the Report Selector tool to use when it runs reports.

3.3.4 Test Connection

Tests the connection to either the default dataservice or a user specified dataservice, if one is supplied. A message is displayed informing you of success or failure.

3.3.5 Allow Runtime Configuration

When checked, the [Configure] button on the Report Toolbar is enabled.

When this button is clicked, the Report Selector configuration pages appear, but the Report Selector remains in runtime mode.

3.3.6 Show Toolbar

Shows or hides the Report Toolbar.

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3.3.7 Show next and previous buttons

Shows or hides the next and previous report buttons on the Report Toolbar.

3.3.8 Browse mode

In this mode the Report Selector will open without showing any report in the report viewing area.

You will be able to select any report for viewing or saving. You will also be able to browse the available reports using the [>>] and [<<] buttons.

3.3.9 View mode

The Report Selector will open and will initiate a download of the most recently published report that you selected on the Report Selection Page of the Report Selector property pages.

You will see the 'Run Report Progress' dialog. Then you will be presented with the 'File Download' dialog, and the file will be placed in the report viewing area, or saved, depending on your choice.

If you have not selected a single report for viewing, the Report Selector will take the first report in the list of available reports on the Report Selection Page of the Report Selector property pages, and attempt to download the latest published report to the viewer.

3.3.10 Run mode

The Report Selector will open and will run the report that you selected on the Report Selection Page of the Report Selector property pages.

You will see the 'Run Report Progress' dialog. Then you will be presented with the 'File Download' dialog, and the file will be placed in the report viewing area, or saved, depending on your choice..

If you have not selected a single report for viewing, it will take the first report in the list of available reports and run it based on the current time and date.

3.4 Report Selection Page

You can use this page to decide what reports and report formats will be available when the Report

Selector is loaded.

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3.4.1 Page Menu

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3.4.2 Show all reports

When checked all enabled reports will be available for selection from the Report Selector when it is loaded.

3.4.3 Available reports

This is a list of the reports that will be available for selection when the Report Selector is loaded.

3.4.4 Show disabled reports

If checked, then disabled reports will also be available for selection when the Report Selector is loaded.

3.4.5 Default Report Selection

A default report can be defined for the Report Selector when it is loaded. Select one of the reports from this drop-down list.

If the Report Selector is configured to run in 'View' or 'Run' mode on the General Page, this is the report that will be displayed each time it is loaded.

3.4.6 Show configured formats

When checked, only the formats that have been configured for the selected report will be available from the 'Report Format' drop-down list.

3.4.7 Show all supported formats

When checked, all possible formats will be available from the 'Report Format' drop-down list.

3.4.8 Show selected formats

When checked, all possible formats are made available in the formats list for selection.

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Only the formats that are checked will be available from the 'Report Format' drop-down list.

3.4.9 Formats list

These are the formats that will be available depending on the selection of the options in the 'Formats' section of the 'Report Selection' page.

3.4.10 Show disabled formats

If checked, disabled formats associated with the available reports will be shown also.

3.4.11 Default Format Selection

A default format can be defined for the Report Selector when it is loaded. Select one of the formats from this drop-down list.

If the Report Selector is configured to run in 'View' or 'Run' mode on the General Page, this is the format that will be used each time it is loaded.

3.5 Aliases Page

The Aliases page enables you to configure which aliases the user will be able to define values for from the 'Report Alias Editor' page when viewing reports in runtime mode.

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3.5.1 Alias List

This is the list of aliases that are used on the available reports. Check the ones that you would like to be able to give a value to when viewing reports.

3.5.1.1 Alias Name

This column shows the actual alias name as it is set up on the report. Check the box to ensure that the alias is available in runtime mode for assigning a value.

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3.5.1.2 Report

The name of the report which uses the listed alias.

3.5.1.3 Alias Value

Click on this field to type in a value for the alias. When the report is run, this value will be defined for the alias on the report.

3.5.1.4 Primary Alias

Only one alias per report will be defined by the Report Selector as the primary alias.

If there is a CSV list or SQL query alias on the report, that will automatically become the primary alias.

If the only aliases found for a report are single value aliases, the first alias found will be designated the primary alias.

If required, the user can override a designated primary alias by clicking on the 'Primary' field of the alias that is going to become the primary alias and selecting the 'Yes' option.

The previous primary alias will automatically be changed so that 'No' appears in its 'Primary' field.

3.5.1.5 Display Name

Click on any 'Display Name' field to give the selected Alias another name that will be used instead of the actual alias name in runtime mode. This may make it clearer for the user to understand what the alias refers to when viewing reports.

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3.6 Report Date Page

The Report Date Page enables you to define the date or date and time for running reports in the

Report Selector View.

3.6.1 Show the current date

This is the default option. The Report Selector will display the current date in the report date field.

3.6.2 Show the date prior to the current date

When selected, the controls become enabled. Select a number and then select the date period that applies (Days, Weeks, Months or Years). For instance, in the example below, the date shown in the

Report Date field will always be one day prior to the current date.

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3.6.3 Show the following date

This option enables you to specify a specific date that will be displayed in the Report Date field whenever the Report Selector View is opened.

3.6.4 Override report time

When checked, this option enables you to override the Report Selector's time setting before a report is run.

Then, an editable time control will be added to the bottom of the Report Date Calendar, as shown in the image below.

Note, if the time editor is not displayed as shown above, the time specified on the Report Date page will be used.

3.7 Calendar Page

The Calendar Page enables you to change the behaviour of the Report Date Calendar in runtime mode.

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3.7.1 Show Run

When checked, this option enables the 'Run Report' item on the Report Date Calendar context menu.

3.7.2 Show Run and Publish

When checked, this option enables the 'Run and Publish' item on the Report Date Calendar context menu.

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3.7.3 Show list of available reports

When checked, this option enables a list of available reports to be added to the Report Date Calendar context menu.

3.7.4 Start Time

If 'Start Time' is selected as the basis for displaying reports, any dates which coincide with the start time of a published report will be colored green (by default). When the user right clicks on a colored date on the Report Date Calendar, providing the you have enabled the 'Show list of available reports' option on the 'Calendar Page', the start time of any published reports found for that date will be displayed at the bottom of the context menu.

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3.7.5 End Time

If 'End Time' is selected as the basis for displaying reports, any dates which coincide with the end time of a published report will be colored green (by default). When the user right clicks on a colored date on the Report Date Calendar, providing the you have enabled the 'Show list of available reports' option on the 'Calendar Page', the end time of any published reports found for that date will be displayed at the bottom of the context menu.

3.7.6 Range

If 'Range' is selected as the basis for displaying reports, any dates which fall between the start and end times of a published report will be colored (green by default). When the user right clicks on a colored date within this range on the Report Date Calendar, providing the you have enabled the

'Show list of available reports' option on the 'Calendar Page', the date range of the published report will be displayed at the bottom of the context menu. The example below shows how the Report Date

Calendar and its context menu would look for a published report that displays a month's worth of data.

3.7.7 Report available color

Displays the background color for any date on the Report Date Calendar that is associated with a published report . The default color is green.

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3.7.7.1 Changing the default color

Report Selector

To change the default 'Report available color', double click on the color square itself and select a new color from the palette that appears.

3.7.8 Different color for multiple reports

When checked the 'Multiple reports color' box is enabled. You can configure a different color for dates which are associated with multiple published reports.

To change the default 'Multiple reports color', double click on the color square itself and select a new color from the palette that appears.

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3.7.9 Show Time of day

Check this if you want to have the current time of day displayed at the bottom of the Report Date

Calendar.

3.7.10 List of All reports

When this option is selected, a list of the published reports available for the selected date will be shown in the 'Select Report' form, shown below. A single report must be selected for viewing.

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3.7.11 The Oldest report

Report Selector

When this option is selected, if a date which contains multiple published reports is double clicked, the

Report Selector will download the oldest of those reports to the workstation for viewing or saving.

3.7.12 The Newest report

When this option is selected, if a date which contains multiple published reports is double clicked, the

Report Selector will download the newest of those reports to the workstation for viewing or saving.

3.8 Filter Options Page

You can define which of the report filter options will be enabled during runtime operation of the Report

Selector.

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3.8.1 Show all Filters

When checked, all the filters will be enabled during runtime operation. The user will be able to select any filter.

When unchecked, no filters will be enabled during runtime operation. The user who does not have the necessary token to place the Report Selector into configure mode will not be able to open the saved

Report Selector file and select a specific report to view.

Even so, the Report Selector can still become a target for OEMenus in this state, and can be made to show a specific report by passing alias values to the Report Selector file from the source view as it is opened. For more information, see the OEMenus documentation.

3.8.2 Allow report name to be selected

When checked, the report name filter will be enabled during runtime operation. The user will be able to select a report from those enabled on the Report Selection Page.

When unchecked, the report name filter will be disabled during runtime. The user will not be able to select a report name from this list.

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3.8.3 Allow report format to be selected

Report Selector

When checked, the report format filter will be enabled during runtime operation. The user will be able to select a report format from those that are allowed on the Report Selection Page.

3.8.4 Allow the report date to be selected

When checked, the report date filter will be enabled during runtime operation. The user will be able to select a report date from the report date calendar.

3.8.5 Allow Primary Alias value to be edited

When checked, the alias filter will be enabled during runtime operation. The user will be able to change the value of the primary alias, in runtime mode. In the example shown here, the 'Allow

Primary Alias value to be edited has been checked, but the 'Allow other report alias values to be edited' box is unchecked.

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As you can see, the [A] button is disabled, because the user is not allowed to change any alias other than the primary alias. The user can change it by typing the value directly into the value field below the primary alias name.

Each report only has one primary alias. If the report has a CSV list or SQL type alias, then this is automatically designated as the primary alias. If the report has a number of single value aliases, the first alias defined in the report is designated the primary alias.

3.8.6 Allow other report alias values to be edited

When checked, the alias filter will be enabled during runtime operation. The user will be able to change the value of other aliases apart from the primary alias in runtime mode. In the image below, both the 'Allow Primary Alias to be edited' and 'Allow other report aliases to be edited' boxes have been checked. In runtime mode, the primary alias name has been identified and the [A] button is enabled, indicating that there are other aliases that may have their value defined.

If the user selects the [A] button, the 'Report Alias Editor' shows all the aliases that can be edited, including the primary and non-primary aliases. Any alias value can now be defined by the user. The

'Primary' field indicates whether the alias is primary or not.

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Reference Guide

D301528X412

APRIL 2012

4 Index

Report Selector

Alias List ........................................................... 23

Alias Name ....................................................... 24

Alias Value ....................................................... 24

Alias Value Change.......................................... 11

Aliases Page .................................................... 23

All reports ......................................................... 31

Allow other report alias values ......................... 35

Allow Primary Alias value................................. 34

Allow report format ........................................... 34

Allow report name ............................................ 33

Allow Runtime Configuration............................ 19

Available published reports .............................. 14

Available reports ........................................ 21, 28

B

Browse mode ................................................... 20

C

Calendar Page ................................................. 27

Configure............................................................ 9

Configure menu.................................................. 8

Current date ..................................................... 26

D

Date.................................................................. 26

Date prior.......................................................... 26

Day ................................................................... 31

Default dataservice .......................................... 19

Default Format Selection.................................. 23

Default selection............................................... 21

Different color ................................................... 30

Display Name ................................................... 25

Download Dialog .............................................. 14

E

Edited ......................................................... 34, 35

Email Report ...................................................... 9

End Time .......................................................... 29

F

Filter Options Page .......................................... 32

Formats list....................................................... 22

G

- 36 -

General Page....................................................18

H

Help menu...........................................................8

I

Identified Date...................................................12

Its own container.................................................5

M

Multiple reports .................................................30

N

Native viewer ......................................................9

New File ..........................................................7, 8

Newest report....................................................32

Next.....................................................................9

O

OEDesktop..........................................................4

Oldest report .....................................................31

Open File ........................................................7, 8

Override report time ..........................................26

P

Page Menu..................................................18, 21

Previous buttons ...............................................19

Previous report buttons.......................................9

Primary Alias.....................................................24

Primary Alias Value...........................................10

Print.................................................................7, 8

Print Setup ..........................................................7

Publish ..............................................................27

Publish report....................................................14

R

Range ...............................................................29

Recent Files ........................................................7

Report .........................................................12, 24

Report Alias ......................................................10

Report Alias Editor Page ..................................11

Report Aliases...................................................11

Report available color .......................................29

Report Date.................................................11, 34

Report Date Calendar .......................................12

Report Date Page .............................................25

Reference Guide

D301528X412

APRIL 2012

Report Filter Options .......................................... 9

Report Format .................................................... 9

Report Name ...................................................... 9

Report Selection Page ..................................... 20

Report Selector .............................................. 4, 5

Report Selector Configuration.......................... 16

Report Selector Container Toolbar .................... 8

Report Selector Menu Bar.................................. 6

Report Selector Overview .................................. 4

Report Selector Runtime Interface..................... 6

Report Toolbar ................................................... 8

Report viewing area ......................................... 15

Run................................................................... 14

Run mode......................................................... 20

Run Report ....................................................... 13

Run Report Context Menu ............................... 13

Run Report Progress ....................................... 14

S

Save File ........................................................ 7, 8

Save File As ....................................................... 7

Save Report ....................................................... 9

Selected ..................................................... 33, 34

Set Alias Value Button ..................................... 11

Report Selector

Show .................................................................26

Show all Filters..................................................33

Show all reports ................................................21

Show all supported formats ..............................22

Show configured formats ..................................21

Show disabled formats .....................................22

Show disabled reports ......................................21

Show list............................................................28

Show next .........................................................19

Show Run .........................................................27

Show selected formats .....................................22

Show Time ........................................................31

Show Toolbar....................................................19

Start time...........................................................28

T

Test Connection................................................19

U

User specified dataservice................................19

V

View ....................................................................9

View menu ..........................................................7

View mode ........................................................20

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APRIL 2012

DISCLAIMER

Bristol, Inc., Bristol Babcock Ltd, Bristol Canada, BBI SA de CV and the Flow Computer Division , are wholly owned subsidiaries of Emerson Electric Co. doing business as Remote Automation Solutions (“RAS”), a division of Emerson Process Management. ROC, FloBoss, ROCLINK, Bristol, Bristol Babcock, ControlWave, TeleFlow and

Helicoid are trademarks of RAS. AMS, PlantWeb and the PlantWeb logo are marks of Emerson Electric Co. The Emerson logo is a trademark and service mark of the

Emerson Electric Co. All other marks are property of their respective owners.

The contents of this publication are presented for informational purposes only. While every effort has been made to ensure informational accuracy, they are not to be construed as warranties or guarantees, express or implied, regarding the products or services described herein or their use or applicability. RAS reserves the right to modify or improve the designs or specifications of such products at any time without notice. All sales are governed by RAS’ terms and conditions which are available upon request. RAS does not assume responsibility for the selection, use or maintenance of any product. Responsibility for proper selection, use and maintenance of any RAS product remains solely with the purchaser and end-user.

Engineered and supported by:

Remote Automation Solutions,

Blackpole Road, Worcester, WR3 8YB, UK

Registered office: Meridian East, Leicester, LE19 1UX

Registered in England and Wales, Registration No. 00671801

VAT Reg No. GB 705 353 652

Emerson Process Management

Remote Automation Solutions

1100 Buckingham St

Watertown, CT 06795

T 1 (860) 945 2200

F 1 (860) 945 2278 www.EmersonProcess.com/Remote [email protected]

Emerson Process Management

Remote Automation Solutions

Blackpole Road

Worcester, WR3 8YB

T 44 (0) 1905 856848

F 44 (0) 1905 856930 www.EmersonProcess.com/Remote [email protected]

Reference Guide

OpenEnterprise Report Selector

Reference Guide (V2.83)

Remote Automation Solutions

Reference Guide

Contents

Reference Guide

Reference Guide

Reference Guide

1.1 Report Selector in OEDesktop

1.1.1 Opening New file

Reference Guide

1.1.2 Opening a Saved File

Reference Guide

1.2 Report Selector in its own container

Reference Guide

2.1 Report Selector Menu Bar

2.1.1 File menu

Reference Guide

2.1.2 View menu

Reference Guide

2.1.3 Configure menu

2.1.4 Help menu

2.2 Container Toolbar

2.2.1 New File

2.2.2 Open File

2.2.3 Save File

2.2.4 Print

2.3 Report Toolbar

2.3.1 Print

Reference Guide

2.3.2 Save Report

2.3.3 Email Report

2.3.4 View in native viewer

2.3.5 Configure

2.3.6 Next [>>] and Previous [<<] report buttons

2.4 Report Filter Options

2.4.1 Report Name

Reference Guide

2.4.2 Report Format

2.4.3 Report Alias

Reference Guide

2.4.4 Report Alias Editor Page

Reference Guide

2.4.5 Report Date

Reference Guide

Reference Guide

Reference Guide

2.5 Report viewing area

Reference Guide

3.1 Property pages in the Container

Reference Guide

3.2 Property Pages in the OEDesktop

Reference Guide

3.3 General Page

Reference Guide

3.3.1 Page Menu

Reference Guide

3.3.2 Default Dataservice

3.3.3 User specified Dataservice

3.3.4 Test Connection

3.3.5 Allow Runtime Configuration

3.3.6 Show Toolbar

Reference Guide

3.3.7 Show next and previous buttons

3.3.8 Browse mode

3.3.9 View mode

3.3.10 Run mode

3.4 Report Selection Page

Reference Guide

3.4.1 Page Menu

Reference Guide

3.4.2 Show all reports

3.4.3 Available reports

3.4.4 Show disabled reports

3.4.5 Default Report Selection

3.4.6 Show configured formats

3.4.7 Show all supported formats

3.4.8 Show selected formats

Reference Guide