The Report Design Window

The Report Design Window is launched when you add a PDF or report document as a data source to your Data Prep Studio session. This window allows you to select specific fields on a report to include in a table via trapping. The resulting table becomes available in the Preview Window.

 

Report Design window panels

Panel

Description

1

Report Design Toolbar

Provides all of the main tools you need to create models and define settings for report files. See below for a complete description of each tool.

2

Template and Field Properties Panel

Displays the properties of all defined templates and fields.

3

Template Editor

Displays the document used as a basis for creating traps. Right-clicking anywhere on this panel displays a menu that allows you to create a template, replace the sample text, or copy text.

4

Data Preview

Displays a sample of the results of your trapping operations. Right-clicking anywhere on this panel displays a menu that allows you to select a field, copy the value from the previous record to populate empty rows in a field (ditto), or delete a field.

 

The Report Design toolbar

Toolbar

Description

Accept

Accepts the templates you have defined and applies the same to the report. The Report Design window is closed and the table you have just defined becomes available in the Prepare window. Empty models (i.e., models for which no templates have been defined but are accepted in the Report Design window) are also saved.

Cancel

Cancels all trapping operations and closes the Report Design window.

Trapping

Initiates trapping operations for your PDF or report document.

Report Verify

Checks that all defined fields are properly bounded.

Multi-column Region

Initiates trapping operations for documents containing data in multiple columns with the same structure.

Document Options

Provides settings that will help you control how text is displayed in your document. Note that this tool only displays when a PDF report is opened.

Document Selector

This selector displays in the Report Design window when a Monarch node contains several reports. Use this selector to choose one of those reports to display in the Report panel.

Report Design Settings

Displays several settings, such as auto-define sample size and display options, for the Report Design window.

General

  • Auto-define sample size - The number n specified in this box instructs Data Prep Studio to analyze n number of rows when auto-defining templates

  • Show Hitmap - Ticking the box for this setting instructs the application to show all lines from which data are captured by a single template. A panel with lines marked in green displays to the right of the Report Design window.

  • Show All Template Hits - Ticking the box for this setting instructs the application to show all lines from which data are captured by all templates. A panel with lines marked in green displays to the right of the Report Design window.

  • Show Greenbar - Ticking the box for this instructs the application to apply greenbar shading to the report. The greenbar effect can be especially useful when tracking sparse columns in a wide report.

Input

Input settings describe how data in report files are to be interpreted by Data Prep Studio. These settings are described in detail here.

Security

Use this option to automatically apply redaction to sample text obtained from reports.

Colors

Use this option to change the colors applied to templates.

 

 

Related Links

 

 

 

© 2024 Altair Engineering Inc. All Rights Reserved.

Intellectual Property Rights Notice | Technical Support