Managing User Reports and Report Parameter Files

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EQuIS 7  >>  Professional > Reports > How To >

Managing User Reports and Report Parameter Files

As of EQuIS Version 6.5, Pick Reports are called User Reports.

 

There are two options for saving report parameters in EQuIS Professional: User Reports and report parameter files.  

 

User Reports are saved to the database and may be opened when accessing the database from any location (given proper user permissions). The User Reports toolbar provides easy access to existing User Reports, and options to save and delete User Reports.

 

Save User Report

 

1.Select the input parameters.

2.Enter the name of the User Report.

3.Click the User Report Save button located to the right of the report name field. A message will appear indicating success.

4.Select OK.

 

15338-SaveUserReportSuccess

 

Once the User Report is saved, the name will display and the report will be available in the User Report drop-down list.

 

15338-SaveUserReportsListed

 

If the user changes any parameter(s) in the currently loaded User Report, that User Report name will be removed from display, since it is no longer representative of the selected parameters.

 

When a parameter of the base report (class type or dll reports) of a User Report has a macro default/Value (starting with $) and users do not click on it or change the value of the parameter when creating a User Report, the param_value from the parameter in the saved User Report is the macro defaultValue. If the user does click on it or change the value of the parameter during creation of a User Report, the selected or changed value of the parameter, rather than the macro defaultValue, is saved in the param_value of the User Report.

 

Warning: User reports created in a crosstab or graph report should not be opened in the base report as this action will trigger the error below.

 

An error has occurred in EarthSoft.Common, Version=7.0.0.0, Culture=neutral, PublicKeyToken=7b3b91006de2d53d:

 

System.ApplicationException ---> System.Runtime.Serialization.SerializationException: Parse Error, no assembly associated with Xml key  NewDataSet

  at System.Runtime.Serialization.Formatters.Soap.SoapHandler.ProcessGetType(String value, String xmlKey, String& assemblyString)

  at System.Runtime.Serialization.Formatters.Soap.SoapHandler.ProcessType(ParseRecord pr, ParseRecord objectPr)

  at System.Runtime.Serialization.Formatters.Soap.SoapHandler.ProcessAttributes(ParseRecord pr, ParseRecord objectPr)

  at System.Runtime.Serialization.Formatters.Soap.SoapHandler.StartChildren()

  at System.Runtime.Serialization.Formatters.Soap.SoapParser.ParseXml()

  at System.Runtime.Serialization.Formatters.Soap.SoapParser.Run()

  at System.Runtime.Serialization.Formatters.Soap.ObjectReader.Deserialize(HeaderHandler handler, ISerParser serParser)

  at System.Runtime.Serialization.Formatters.Soap.SoapFormatter.Deserialize(Stream serializationStream, HeaderHandler handler)

  at Infragistics.Win.UltraWinTree.UltraTree.LoadHelper(Stream stream, Boolean loadAsBinary)

  --- End of inner exception stack trace ---

  at Infragistics.Win.UltraWinTree.UltraTree.LoadHelper(Stream stream, Boolean loadAsBinary)

  at EarthSoft.Common.Forms.PropertyTree.LoadConfiguration(XmlDocument xmldoc)

 

To avoid this error, open user reports created in the base reports in the base reports, and open the crosstab/graph user reports in the crosstab/graph reports.

 

Update Existing User Report

 

1.Select the report from the User Report drop-down list.

2.Note or copy the exact name.

3.Edit the parameters as desired.

4.Manually enter the name of the existing report back in the User Reports name field.

5.Click the User Report Save button, located to the right of the report name field.

 

Delete User Report

 

1.Select the User Report from the drop-down menu.

2.Click Delete to remove the User Report from the display list and delete it from the EQuIS Database.

 

Make User Report use Excel Template File in Output

 

1.Navigate to the desired Excel Template file on your computer, save and take note of the file name (e.g. ARII_B30_template.xlsm).

2.Enter your Excel template name (e.g. ARII_B30_template.xlsm which will be used for a particular Analytical Results II (ARII)) User Report) into ST_USER_REPORT.XLT.

3.Upload the template file into the DT_FILE table of EQuIS Professional via the Docs&Photos Form.

4.Open the ARII Report and load the User Report.

5.Run the ARII Report and export the results to an Excel file, which will be generated from ARII_B30_template.xlsm.

 

Report parameter files are external (*.xml) files stored locally for future use. The top report toolbar provides easy access to existing local report parameter files, and options to load and save new files (see image below).

 

15338-SaveReportParameters

 

Save Report Parameter Files

 

1.Select input parameters.

2.Click Save.

3.Enter the file name when prompted.

4.Review the directory location and change, if desired.

5.Click Save.

 

Once the report parameters are saved, the name will display and it will be available in the Parameter files drop-down list for this report (see screenshot above). The list populates from the Current Working Folder as defined in EQuIS Professional Options (default = .Documents\My EQuIS Work\[database]\facility_name]); parameter files saved elsewhere are not available from the drop-down menu.

 

If the user changes any parameter(s) in the currently loaded parameter file, that file name will be removed from display, since it is no longer representative of the selected parameters.

 

Update Existing Report Parameter Files

 

1.Select the report from the Parameter files drop-down menu. Alternatively, use the Load selections button (folder icon) to the left to open a file from a directory other than the Current Working Folder for EQuIS Professional. Note the Load option is not currently linked to the Parameter files menu, so the field clears when this option is used to open parameter files.

2.Note or copy the exact name.

3.Edit parameters as desired.

4.Manually enter the name of the existing report back in the Parameter files field.

5.Click Save.

 

Revision History: In version 7.0, the revision below has been completed.

After users modify certain User Report parameters by manually typing a new value and then directly clicking on the Save selections to database as User Report button to save the change, the message, "The report '...' has been saved successfully" is displayed in a pop-up window. The change to the parameter is actually not saved and users will find this out when reloading the user report. The issue is fixed (Case 132098).