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Chapter 6: Worksheet Reports

This chapter introduces reporting on the worksheet. Details of the individual reports are in the Help.

6.1 Introduction

There is a wide variety of reports available on the points of interest in the worksheet.

Some of the reports provide an overview of a project's current status, and you might use these status reports many times while you are building up the worksheet.

Other reports, such as those exported to Access, are intended for your final reports on the project. With these reports, you can show full information on the points of interest. Since there is a wide variety of Access reports, you can choose which points of interest to go in the report, as well as the type of information on them.

For descriptions of the individual reports, look up Report in the index of the Help, and go to the overview of the reports.

To generate a report, click Reports on the worksheet and select the type of report you want.

To generate a group worksheet report, you need to enable the administration tasks, and then load the group worksheet as a local worksheet.

Note that the following reports require additional software to display them:

6.2 Exporting Reports to Access

You can export the worksheet details into a Microsoft Access database, which is a database product that can be used to produce sophisticated reports.

When you export a report to Access, a template is copied into a new Access database and then the points of interest are copied from the worksheet into the database. You can then run the reports supplied in the template to produce reports on the points of interest in the database.

MERANT supplies a default Access database template that contains collections of tables, queries, forms and macros that provide a comprehensive range of reports. These reports are invaluable as they stand, but you can modify or augment them to provide the precise reports that you require. You can also export any Access report, query, view or table in various, several industry-standard formats for further processing.

Alternatively, you can modify the queries, reports and macros to suit your own requirements. To do this, copy the default template, repdefault.mdb, make your changes and specify your new template as the one to use when you export the worksheet to Access next time. Do not change the default template without first copying it, as your changes would be lost if you reinstall. For full details, see the Help. For full details on the contents of the Access tables, look up Access database in the index of the help.

6.2.1 Specifying Categories to Report On

By default, the reports in Access report include all the points of interest regardless of their categories. However, you can choose the categories of points of interest categories to include and control the size of your report by doing so.

Whenever you run a report, the category file is listed first, indicating which categories are selected. You can also obtain a category subreport independently, if you want to document the categories you're using on your project.

6.2.2 Exporting Data from the Access Database

Your report database provides full details on your project via the comprehensive array of reports and the capability to design additional ones. In addition, the database allows you to export both data and reports into any one of a number of industry-standard formats for further processing. For example, you may wish to export figures for inclusion within an Excel spreadsheet chart or to export a report summary for inclusion within a Word document:

In addition to generating Access reports for immediate viewing, you can also export reports and basic data from the Access database, specifying the output format so that you can process it further in, say, Excel or Word.

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