Control-D/WebAccess Server Web Application Report Management

Control-D/WebAccess Server Web Application enables you to manage and view reports, which maintains order, compliance, security, and efficiency in the Report List window. The Report List window shows all reports from the Control-D Mainframe repository, as described in Report Properties Parameters.

The following table describes the Report Management features you can use in the Control-D/WebAccess Server Web Application.

Feature	Description
Copy Report	Copies reports to an existing folder, as described in Copying reports.
Move Report	Moves reports to an existing folder, as described in Moving reports.
Delete Report	Deletes reports, as described in Deleting reports.
Notes	Adds annotations and contextual information to reports, as described in Adding General Notes and Adding Tag Notes.
Email	Emails reports to designated recipients or groups, as described in Emailing reports.
Print	Configures the print settings, which enables you to print reports on different systems, as described in Configuring the Host Print and Printing Reports.
Save	Saves reports on your local computer, as described in Saving reports.
View Report Properties	Configures settings for to view report properties, which provides insights into report details and metadata, as described in Viewing Report Properties.
Subscribe	Enables you to receive reports automatically, as described in Subscribing to Reports.
Approve	Enables you to approve reports for distribution, as described in Approving Reports.

Copying reports

This procedure describes how to copy report to an existing folder in the Report Viewing Tree.

Begin

1. From the Report List window, select a report.

2. From the drop-down list, select Copy Report.

   The Copy Report window appears.

3. In the To field, type the new location, or select the new location from the Folders tree.

4. Click Apply.

   A copy of the report appears in the selected folder.

Moving reports

This procedure describes how move a report to an existing folder in the Report Viewing Tree.

Begin

1. From the Report List window, select a report.

2. From the drop-down list, select Move Report.

   The Move Report window appears.

3. In the To field, type the new location, or select the new location from the Folders tree.

4. Click Apply.

   The report now appears in the selected folder.

Deleting reports

This procedure describes how delete a report from the Report List window.

Begin

1. From the Report List window, select a report.

2. From the drop-down list, select Delete Report.

3. The Delete Report notification window appears.

4. Click Apply.

The report is deleted.

Report Notes

Report notes enable you to annotate general comments for the entire document or add tag notes to specific sections within a report. The Notes icon shows that the report has notes in the Report List window. You can view or add one of the following note types:

• General Notes: Attaches to the whole report, as described in Adding General Notes. You can only have one General Note for each report.

• Tag Notes: Attaches to specific areas of text reports only, as described in Adding Tag Notes. You can add a maximum of 1000 Tag Notes in each report.

Adding General Notes

This procedure describes how to add a general note to a report, which enables you to add extra information about a report.

Begin

1. From the Report List window, select a report.

   The selected report appears.

2. From the toolbar, select Notes.

   The Notes window appears.

3. In the Note Text field, type the note text as required.

4. Click .

   The new note appears in the Notes window.

Adding Tag Notes

This procedure describes how to add a tag note to a report, which enables you to add extra information in a specific area of a report.

Begin

1. From the Report List window.

   The report appears.

2. Click .

   The report appears in Notes Mode.

3. Click Add Tag Note.

4. Select the text where you want to attach the tag note.

   The New Tag Note window appears.

5. In the Note Name field, define a tag name.

6. In the Note Text field, type the note text as required.

7. Click Add Note.

   The Tag Note appears in the Notes window.

Emailing reports

This procedure describes how to email reports to users, which enables external recipients to receive and view reports as a URL or as an attachment. You can also email a report that uses a logical view or has indexes.

Begin

1. From the Report List window, select a report.

2. Click Email.

   The Email window appears.

3. From the Properties tab, do the following:

   1. In the Send Options area, select the URL or Attachment checkbox.

   2. (Optional) From the Logical View drop-down list, select a logical view to apply to the report.

   3. (Optional) From the Send As drop-down list, select one of the following:

      • Use default transformer.

      • PDF

      • XLS

4. (Optional) From the Index tab, do the following: 

   1. From the Available Indexes area, select a folder.

   2. From the Select Index Values drop-down list, select the required value.

5. Click Send.

   The report is emailed to the recipient.

Print Reports

Control-D/WebAccess Server Web Application enables you to print hard copy reports. The following printing options are available:

• Host Print: Prints report data with Control-D printing rulers at the Control-D repository site, as described in Configuring the Host Print.

• Print: Prints report data with a logical view on a local printer.

Configuring the Host Print

This procedure describes how to print report data with Control-D printing rulers at the Control-D repository site. The host computer must support the report format that you want to print.

Begin

1. From the Report List window, select the report.

2. From the Print drop-down list, click Host Print.

   The Host Print window appears.

3. For each field, define the required parameters, as described in Host Print Parameters.

4. Click Print.

   The report is printed.

Host Print Parameters

The following table describes the Host Print parameters.

Parameter	Description
Print Pages	Determines whether you want to print all the pages in a report or specific pages. Valid values: All Pages
Copies	Determines the number of report copies to print.
Destination	(Optional) Defines destination printer name.
User Dest.	(Optional) Defines the username that prints a report.
Ruler	(Optional) Determines which Control-D ruler to use in the report.
Writer	(Optional) Defines the report owner.
Class	(Optional) Defines the printing class to use when you print reports.
Form	(Optional) Defines the form format to use when you print reports.
Formdef	(Optional) Defines the form definition or a template to printing reports.
Pagedef	Optional) Defines the template or configuration, which describes how the printed pages must appear.
Print Time	Determines whether you want to print the report immediately or at a deferred time. Valid values: Immediate Deferred
E-Mail	Defines the recipients email address.
Special Delivery Instruction	Defines additional delivery instructions.
Delivery Address	Defines the physical address to distribute a report.
Index	Enables you to select Index criteria. The Index tab only appears if the report has indexes when you open the Host Print window from the Report List window or from the Report Viewing window.
Available Indexes	Determines which indexes are available.
Select Index Value	Determines one of the following Index Values: JOBNAME DDNAMES

Printing Reports

This procedure describes how to print report data using the Web browser’s print function. You can also include logical views and indexes.

Begin

1. From the Report List window, select the report.

2. From the Print drop-down list, click Print.

   The Print window appears.

3. From the Print Pages drop-down list, select one of the following:

   • All

   • Pages

4. If you select Pages, type the required page numbers to print.

5. (Optional) From the Logical View drop-down list, select a logical view.

6. Click Print.

   The report is printed.

Saving reports

This procedure describes how to save a report on your local computer as a .txt or .pdf file, which enables you to review the report offline.

Begin

1. From the Report List window, select the report line.

2. Click Save.

   The Save window appears.

3. From the Save Pages drop-down list, select one of the following:

   • All

   • Pages

4. If you select Pages, type the required page numbers to save.

5. (Optional) From the Logical View drop-down list, select a logical view.

6. (Optional) From the Index tab, do the following: 

   1. From the Available Indexes area, select a folder.

   2. From the Select Index Values drop-down list, select the required value.

7. Click Save.

   The saved report is saved to the local computer.

Viewing Report Properties

This procedure describes how to view the report properties of a report, which shows attributes and information associated with a specific report.

Begin

1. From the Report List window, select a report.

2. From the Properties column, click Properties.

   The Report Properties appears.

Report Properties Parameters

The following table describes the parameters, which appears in the Report Properties window.

Default title	Description
Approval Name	Defines the group name of the list of users who can approve reports.
Approval Status	Determines the report status in the approval process.
Backup	Determines whether you backed up the report.
Category	Defines the category name. DAILY or MONTHLY.
Chars	Defines the report ASCII translation file, which uses four characters. ascii.cvt
Checked Out By	Determines which user checked out a report from a Control-D Mainframe repository.
Check-Out Status	Determines whether to check out a report from the Control-D Mainframe repository.
Class	Defines the Mainframe printing class.
Copies	Determines the preset number of copies to print.
Decollation Date	Defines the date to distribute reports.
Decollation Time	Determines the time to distribute reports.
Dest	Determines the required host printer JES destination to print the report.
Email	Shows the email icon, which enables you to open the Email window.
Enable Text Search	Determines whether Full Text Search capabilities are enabled for this report.
Encoding	Determines which encoding to use when you view a report. Legacy encoding encodes Latin1 or Hebrew and Unicode encodes UTF-8. Encoding maps specific byte values in the report to the letters they represent. You must use the appropriate encoding of a report to view the text correctly. Usually encoding also implies a specific language. However, some encoding, such as UTF-8, applies to multiple languages and therefore you must use the Language attribute to select the correct font.
Expiration Date	Defines the date from which Control-D Repository Server deletes the report from the Control-D repository.
File Ext.	Determines the report file extension. .doc, .pdf, and .txt
Final	Determines whether the report version is final.
Form	Determines which form to use when you print a report on a Control-D Mainframe printer.
From User	Determines which user sent a report.
Generation	Defines the generation number of a report, which is determined by the administrator. A report with the same name can have several generations stored in the Control-D Mainframe repository.
Hidden	Determines who can approve a report. Valid values: Y: All the users defined in the Approval Name can view reports. N: All the users can view reports.
Is Last Version	Determines whether the document is final and that a user cannot check-out this report from a Control-D Mainframe repository.
Job End Date	Determines the ending date.
Job End Time	Determines the ending time.
Job ID	Defines the numeric job ID name, which creates reports.
Job Name	Defines the job name that creates reports.
Job Start Date	Determines the starting date.
Job Start Time	Determines the starting time.
Language	Determines the language of the report.
Lines	Determines the number of lines in the report.
Location	Determines the report status. Valid values: Active History Migrated
Multi	Determines the approval effects for more than one report. S (SYSOUT): Approves reports which relate to the SYSOUT $SYSDATA record.
Order Date	Determines the date to create a report or schedule it to run.
Original Encoding	Defines the encoding of the report as saved on the Control-D Mainframe Repository. Encoding maps specific byte values in the report to the letters they represent. You must use the appropriate encoding of a report to view the text correctly. Usually encoding also implies a specific language. However, some encoding, such as UTF-8, applies to multiple languages and therefore you must use the Language attribute to select the correct font.
Page List Mode	Determines whether to decollate a report in page mode or document mode.
Pages	Determines the number of pages in the report.
Print	Opens a pop-up menu, which enables you to select printing options.
Properties	Shows the report properties icon, which enables you to open the Report Properties window.
Recfm	Determines the record format for mainframe reports.
Recipient	Defines the owner of the report.
Remark	Defines a text remark about the report. You must select the Field Updateable in Report List checkbox in the Control-D/WebAccess Server Desktop to edit remarks in the Control-D/WebAccess Server Web Application, which appears in the following location: Application Features > Report List
Remark 2	Defines an additional text remark about the report.
Remark 3	Defines an additional text remark about the report.
Remark CC	Determines the condition code and remark.
Report Icons (no title appears)	Shows icons that identify the viewer or application associated with a report in the column at the left of the Report List window.
Report Name	Defines the report name.
Resource Set ID	Determines the time stamp, which identifies the set of resources a report uses when it decollates.
Save	Enables you to save all or part of a report locally.
SLA	Determines the Service Level Agreement, which indicates the end date to approve reports.
Status	Defines the status of the report when you import the report.
Text Search Ready	Determines whether Full Text Search is enabled for this report.
Transfer Date	Shows the date when you transfer the report to the Control-D Mainframe repository.
Transfer Time	Shows the time the report transfers to the Control-D Mainframe repository.
Type	Determines whether the report is binary or text.
Version	Determines the report version number. The Control-D Mainframe repository reports might have several versions. A new version appears when you check-out and check-in a report.

Subscribing to Reports

This procedure describes how to subscribe to a report, which enables you to receive automatic and immediate notification of new reports, and to receive delivery of the reports via email or hard copy.

Begin

1. From the Report List window, select a report, which includes the icon.

   The report appears.

2. Click, and then click Subscription.

   The Subscription window appears.

3. In the Enter your E-mail field, type the email address.

4. In the Confirm your E-mail field, type the same email address.

5. Click Subscribe.

Approving Reports

This procedure describes how to approve reports, which enables you to distribute and finalize reports.

Begin

1. From the Report List window, select a report.

   The report appears.

2. Click, and then click Approvals.

3. Do one of the following: 

   • Approve:

     1. Click Approve.

        The Approve window appears.

     2. (Optional) In the Comments field, type a comment.

     3. Click Apply.

        The report is approved.

• Reject:

  1. Click Reject.

     The Reject window appears.

  2. (Optional) In the Comments field, type a comment.

  3. Click Apply.

  The report is rejected.

• History:

  Click History.

  The History window appears with a list of the approval history.