Analyzing Data Items and Their Year Types

Generating and Editing Fixes

Chapter 9: Reporting on the Date Issues

The tutorial in this chapter shows how to produce reports on the information in the worksheet.

9.1 Overview

The worksheet is now complete and consistent, and you have finished categorizing the points of interest and assigning year types.

Your organization will probably require reports showing the results of your work. You can produce a variety of reports on the final worksheet, giving details of every point of interest, every file, every category, or whatever you require. You can produce predefined verification reports that document the application's compliance status. Alternatively, you can produce remediation reports documenting the extent and status of the remediation.

In this tutorial, you:

• Produce a report in HTML format on the current state of the worksheet

• Produce a summary of the points of interest in each category, using the Verify project summary report

• Produce a report listing the points of interest for one category, using Verify source - category details report

This tutorial takes about 20 minutes.

9.2 Preparation

This section explains how to run the tutorial for the first time and how to reset everything so that you can restart the tutorial.

9.2.1 Running the Tutorial for the First Time

If you are continuing immediately from the last tutorial, you can skip this Preparation section and go straight to next main section in this chapter, Producing Status Reports.

If you stopped following the tutorials, open the Tour project and the default worksheet, as before, and check that your options are set correctly for the tutorials. For details, see the sections Setting the Analysis Tools Options and Setting the Worksheet Options in the chapter Finding and Adding Dates to the Worksheet.

The worksheet should contain 53 data items and 119 statements.

9.2.2 Repeating the Tutorial

If you have already started this tutorial and now want to restart it, you need to reopen the backup worksheet that you made at the end of the previous tutorial. To do this:

1. At the worksheet, click Load from File and select the backup worksheet from the previous chapter Tour\EndofChap8.mdb, or whatever name you used for your latest backup.

   Depending on how you have Windows set up, the worksheet names are displayed with or without the .mdb extension.

2. Click No to overwrite the existing project worksheet that you no longer want, and click Yes to confirm overwriting.

   The title bar of the worksheet now shows Worksheet - Tour, and you can work on this leaving the backup EndofChap8.mdb intact in case you need it again.

3. Check that your options are set correctly for the tutorials, as described in the sections Setting the Analysis Tools Options and Setting the Worksheet Options in the chapter Finding and Adding Dates to the Worksheet.

The worksheet should contain 53 data items and 119 statements.

9.3 Producing Status Reports

During the analysis phase, when you are analyzing and categorizing the statements and data items, you can produce a status report on your work so far. This enables you to track and monitor your progress.

This section explains how to produce a report on the current state of the worksheet.

1. At the worksheet, click Reports.

2. Choose Worksheet status report.

3. Make sure that HTML and Full are selected.

4. Check Launch HTML browser and click OK.

   A full report of the contents of the worksheet is then compiled in HTML format and is displayed in your HTML browser.

   Note, that if you are reading the online version of this tutorial, the report will be displayed instead of the tutorial in your browser. You can return to the tutorial by clicking the appropriate Back button in your browser.

5. Review the report, which shows the total numbers of data items and statements of interest in each source file. The report also shows each point of interest, whether a data item, statement or data file, together with all the information on that point of interest, such as its category and its notes.

9.4 Producing a Final Summary Report

When the worksheet is complete and you have finished categorizing and assigning year types, your organization will probably require reports showing the results of your work. You can produce a variety of reports on the final worksheet, giving details of every point of interest, every file, every category, or whatever you require.

To produce reports on the worksheet, you first export all the worksheet information into a report file for Microsoft Access. You can then run any of the reports using the report template supplied with SmartFind Plus.

This section shows how to export the worksheet and produce a summary report.

1. Click Reports.

2. Click the report Export worksheet details to Access, and specify:
   • In Database Template, accept the default.
   • In Database to create, accept the default filename report.mdb.
   • Check Launch MS Access.
   • Uncheck the other boxes.
   • Click OK.
   • Click Yes if asked whether to overwrite an existing report.

   This exports all the worksheet information into the specified report file, and displays the SmartFind Plus Verify Reports menu with the worksheet information loaded.

3. At the SmartFind Plus Verify Reports menu, double click Verify Project Summary.

   This displays the summary report, which gives counts of the data items and statements in each category, and how many source files are affected.

4. At the bottom, click the right arrow to page through the report, and then close the report.

9.5 Producing a Detailed Report

Now that the worksheet information is already exported, you can run any of the reports available from the SmartFind Plus Verify Reports menu.

This section shows how to produce a detailed report on the worksheet

1. At the SmartFind Plus Verify Reports menu in Access, click Category Options.

2. Set the categories to display in the reports, as follows:
   • Leave Report option checked for the first category R-FileKeys.
   • Press the right arrow at the bottom to go to the next category.
   • Uncheck Report option for the category R-BadFormat.
   • Uncheck the categories R-NonDateName, and R-NonYearType in the same way.
   • Click Exit.

3. At the bottom, click the right arrow to page through the report.

4. Double click Verify Category Summary by File.

   This report shows the total numbers of points of interest with each category in each source file.

5. At the bottom, click the right arrow to page through the report.

   You can now see that there are 32 points of interest that are a problem in redeem.cbl, since they have the A-Yes category. From the numbers in the other categories, you can see the categories of problems involved.

6. Close the report.

7. Close Access, by clicking Exit on the File menu.

9.6 Before Continuing

The tutorial in this chapter has not changed the worksheet and so you do not need to save another backup.

You can close SmartFind Plus, if you want to stop for now. You can then continue with the next tutorial some other time.

Analyzing Data Items and Their Year Types

Generating and Editing Fixes