Creating a Report Document From a Template



  1. The first step in creating a document from an template is to open the template.


    Click the Open button.

    Step 1
  2. You can open the file in either of the following ways:

    • Select the report name and then click the Open button.

    • Double-click the report name.


    In this example, you will use the first option to open the report template.


    Click the Report_Template list item.

    Step 2
  3. Click the Open button.

    Step 3
  4. The template is opened. The next step is to import the data source table DW_BUSINESS_UNITS. Before importing the data, view the Field Explorer to check the status of the database fields.


    Click the Field Explorer button.

    Step 4
  5. Note that the Database Fields cannot be opened because there is no query and there are no fields to insert. You need to import data from the database.


    Click the Database menu.

    Step 5
  6. Click the Database Expert... menu.

    Step 6
  7. Open the Create New Connection folder.


    Click the expand button.

    Step 7
  8. Open the ODBC (RDO) folder.


    Click the expand button.

    Step 8
  9. The ODBC (RDO) dialog box appears. Locate the PeopleSoft PeopleTools option to connect to it.


    Click the vertical scrollbar.

    Step 9
  10. Click the PeopleSoft PeopleTools list item.

    Step 10
  11. Click the Finish button.

    Step 11
  12. You are prompted to enter the password to connect to the database.


    Enter the desired information into the Password field. Enter

     a valid value

    Step 12
  13. Click the OK button.

    Step 13
  14. The Database Expert dialog box displays the list of the existing queries. Locate the DW_BUSINESS_UNITS query.


    Click the vertical scrollbar.

    Step 14
  15. Click the DW_BUSINESS_UNITS list item.

    Step 15
  16. Click the Add button.

    Step 16
  17. Click the OK button.

    Step 17
  18. Click the expand button.

    Step 18
  19. View the query fields.


    Click the expand button.

    Step 19
  20. Next, insert the following fields in this report: BUSINESS_UNIT and DESCR.


    Double-click the BUSINESS_UNIT list item.

    Step 20
  21. Click the Details section of the report to place the field.


    Click the Details cell.

    Step 21
  22. The BUSINESS_UNIT field has been added. For the purpose of this exercise, the remaining field will be added for you to avoid repetition.

    Step 22
  23. Notice that the fields have been added.


    Click the Close button.

    Step 23
  24. Next, enter summary information for the report. Summary information can include the date when the report was created and also the report title. Such information is helpful to anyone who refers to the report.


    Click the File menu.

    Step 24
  25. Click the Summary Info... menu.

    Step 25
  26. Enter the desired information into the Comments field. Enter

     a valid value
     "Created: 02/26/2007"

    Step 26
  27. Click in the Title field.

    Step 27
  28. Enter the desired information into the Title field. Enter

     a valid value
     "Business Unit List"

    Step 28
  29. Click the OK button.

    Step 29
  30. Next, view the results.


    Click the Refresh button.

    Step 30
  31. Now that the report is complete, you need to save it with a different name so that you do not override the generic template.


    Click the File menu.

    Step 31
  32. Click the Save As... menu.

    Step 32
  33. Enter the desired information into the File name field. Enter

     a valid value
     "Business Unit List"

    Step 33
  34. Click the Save button.

    Step 34

You have successfully created a report from an existing report template.

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