How to Define a Dynamic Report

Creating and Using Dynamic Identifiers for Reports and Distribution › How to Define a Dynamic Report

How to Define a Dynamic Report

Important! Use a test database to follow this procedure so that you do not inadvertently change or lose data in your database. The system must be installed and running and the Primary Selection Menu panel displayed before you begin this section.

This scenario describes how an administrator defines a dynamic report.

The following graphic shows how to define a new report definition that uses the value DYNAM for the Type field. The scenario demonstrates the flexibility of dynamic reports and how they can simplify the CA Deliver definitions and maintenance.

Note: Multiple dynamic reports can be nested within another dynamic report.

Follow these steps:

Define distribution identifiers.
List distribution identifier for recipients of the report and define the job.
Define two dynamic report definitions.
Specify Report Definition Attributes for Report 1.
Note: For steps 4 and 5, enter the report definition attributes that identify how to build the report ID and Distribution ID. Enter the report identification text to define the pages that are required for the report.
Specify Report Definition Attributes for Report 2.
Close the Panels.
Note: Any lowercase characters that are entered on the panels are automatically converted to uppercase.

Define Distribution Identifiers

Define distribution identifiers for the following designations:

Three sales managers
The Vice President
The President

Note:

These recipients are shown in the Classification Table section.
For information about how to define distribution identifiers, see the chapter Defining Basic Reports.

You are George Jones, an administrator of Amalgamated American Manufacturing. You are given the following report: This report is used in the previous scenario for stacked reports with overlapping segments. You can use the dynamic report definitions to process the report with the following options:

Create a unique report for each Quarterly Sales report by Region
Create a unique report with all Regional Sales Summary reports
Distribute the Quarterly Sales report to the region for which it was created
Distribute all Regional Sales Summary reports to each region
Distribute the Quarterly Sales and Regional Sales Summary to the Vice President and President of Sales

List Distribution Identifier and Define Job

You can enter the required information on various panels to list the distribution identifiers and define the job.

Follow these steps:

Enter D D* on the command line of the Primary Selection Menu panel and press Enter.

The Distribution Selection List panel, which contains a complete list of distribution identifiers for regions, is displayed. This list is based on the scenario from Stacked reports with overlapping segments.

CA Deliver ------------ Distribution Selection List (1) ----------------------- Command ===> Scroll ===> PAGE Sel Distribution ID Line 1 List ==> D* * * D01PRES PRESIDENT SALES D01VPRES VICE PRESIDENT OF SALES D30SMG01 SALES MANAGER, REGION 01 D30SMG02 SALES MANAGER, REGION 02 D30SMG03 SALES MANAGER, REGION 03 D30SMG04 SALES MANAGER, REGION 04 ******************************* Bottom of Data ********************************

Scan the list.
The region level distribution is defined using a constant of D30SMG followed by the two-digit numeric region number. D30SMG04 is added to account for region 04.
Enter RETURN on the command line and press Enter to display the Primary Selection Menu panel.
Enter J U90526A on the command line and press Enter to display the Reports for Job panel.
Enter QUARTERLY SALES AND SUMMARY in the Description field.

Define Two Dynamic Report Definitions

You can enter the required information on the Reports for Job panel to define two dynamic report definitions.

Follow these steps:

Enter J U90526A and press Enter to display the Reports for Job panel on the command line of the Primary Selection Menu panel.
Enter QUARTERLY SALES in the Description field.

Enter the following information on the Reports for Job panel:

SALESTEP under Stepname.
REPORTS under DDname.
U90526A-D01 under Report ID.
DYNAM under Type.
U90526A-D02 under Report ID on the third line.

DYNAM under Type.

CA Deliver ---------------- Reports for Job: U90526A ------- Row 00001 of 00010
Command ===>                                                  Scroll ===> PAGE

 Desc    ===> QUARTERLY AND SUMMARY SALES REPORT
 Prevrun ===>

Sel Stepname Procstep DDname     Report ID                        Type  Prevrun
    SALESTEP          REPORTS    U90526A-D01                      DYNAM
                                 U90526A-D02                      DYNAM





******************************* Bottom of Data ********************************

In this example, two new reports are added to job U90526A. A Report Definition Attributes panel is then displayed for each of the reports.

Press Enter to display the Report Definition Attributes panel for the first report.

CA Deliver ------------- Report Definition Attributes -------------------------
Command ===>

  ID     ---> U90526A-D01                           Job    ---> U90526A   
  Step   ---> SALESTEP     Procstep --->            DD     ---> REPORTS 
                                                    Type   ---> DYNAM
  Desc    ===>    

Attributes:
  ARCH   ===>              BANNER ===>              BURST  ===>
  CC     ===>              CLASS  ===>              COPIES ===>
  FCB    ===>              FORM   ===>              FLASH  ===> (  ,   )
  LATE   ===>              OPTCDJ ===>              UCS    ===>
  FORMDF ===>              PAGEDF ===>              PRMODE ===>
  PRSET  ===>              PRTY   ===>              GRPID  ===>
  CHARS  ===> (      ,      ,      ,      )         MODIFY ===> (  ,  )
  COPYG  ===> (     ,     ,     ,     ,     ,     ,     ,     )

The following attributes may be selected by entering the 1-character selection code on the command input line:

     B - Bundle specifications.         D - Distribution specifications.
     I - Special instructions.          T - Report identification text.

You can now specify report definition attributes for both reports.

Specify Report Definition Attributes for Report 1

You can now specify report definition attributes for Report 1.

Follow these steps:

Enter the following information on the Report Definition Attributes panel:

QUARTERLY SALES in the Description field.

1 in the ARCH field to archive the report.

CA Deliver ------------- Report Definition Attributes -------------------------
Command ===>

  ID     ---> U90526A-D01                           Job    ---> U90526A   
  Step   ---> SALESTEP     Procstep --->            DD     ---> REPORTS 
                                                    Type   ---> DYNAM
  Desc    ===> QUARTERLY SALES

Attributes:
  ARCH   ===> 1            BANNER ===>              BURST  ===>
  CC     ===>              CLASS  ===>              COPIES ===>
  FCB    ===>              FORM   ===>              FLASH  ===> (   ,  )
  LATE   ===>              OPTCDJ ===>              UCS    ===>
  FORMDF ===>              PAGEDF ===>              PRMODE ===>
  PRSET  ===>              PRTY   ===>              GRPID  ===>
  CHARS  ===> (      ,      ,      ,      )         MODIFY ===> (  ,  )
  COPYG  ===> (     ,     ,     ,     ,     ,     ,     ,     )

The following attributes may be selected by entering the 1-character selection code on the command input line:

     B - Bundle specifications.         D - Distribution specifications.
     I - Special instructions.          T - Report identification text.

Press Enter to refresh the Report Definition Attributes panel.

Enter D on the command line, and press Enter to display the Distribution Specifications subpanel.

For report definitions with TYPE=DYNAM the following panel is displayed:

CA Deliver ----------- Report Definition Attributes (1) ---- Row 00001 of 00010 Command ===> Scroll ===> PAGE ID ---> U90526A-D01 Job ---> U90526A Step ---> SALESTEP Procstep ---> DD ---> REPORTS Type ---> DYNAM Variable Specifications: Sel Name Line Column Length Distribution Specifications: Writer/ Days Sel Type Report/Distribution ID Out Dest Eformat MTWTFSS

Enter the variable specifications that define the region number and report fields as variables.
- REGION under Name for the first variable.
- 2 under Line to indicate the line in the page where variable data is found.
- 8 under Column to indicate starting column of variable data. The line and column coordinates point to the region number.
- 2 for length of variable data.
- RPTID under Name for the second variable.
- 1 under Line to indicate the line in the page where variable data is found.
- 1 under Column to indicate starting column of variable data. The line and column coordinates point to a report ID.
- 8 for length of variable data.
Enter Distribution Specifications that define the dynamic report ID and distribution ID using combinations of variables and constants.
1. Enter the following information in the first line under Distribution Specifications:
  - REPT under Type to specify the structure of the dynamic report ID.
  - &RPTID to specify the contents of the &RPTID variable.
  - –QTRLY-REG to specify a constant.
  - &REGION to specify the contents of the &REGION variable. The previous three steps are concatenated to build REPT (removing leading and trailing blanks).
2. Enter the following information in the second line under Distribution Specifications:
  - DIST under Type to specify the structure of the dynamic distribution ID.
  - D30SMF to specify the contents of fix portion of the distribution ID.
  - &REGION to specify the contents of the &REGION variable. The previous two steps are concatenated to build DIST (removing leading and trailing blanks).

Retain default values in the remaining fields.

CA Deliver ----------- Report Definition Attributes (1) ---- Row 00001 of 00010 Command ===> Scroll ===> PAGE ID ---> U90526A-D01 Job ---> U90526A Step ---> SALESTEP Procstep ---> DD ---> REPORTS Type ---> DYNAM Variable Specifications: Sel Name Line Column Length REGION 2 8 2 RPTID 1 1 8 Distribution Specifications: Writer/ Days Sel Type Report/Distribution ID Out Dest Eformat MTWTFSS

REPT &RPTID-QTRLY-REG&REGION DIST D30SMF&REGION Y YYYYYYY

A unique report is created for every combination of region number and report ID.

Enter END command to save definition and display the Report Definition Attributes panel.

Enter T on the command line and press Enter to display the Report Identification Text subpanel.

CA Deliver ------------- Report Definition Attributes ------ Row 00001 of 00010 Command ===> Scroll ===> PAGE ID ---> U90526A-D01 Job ---> U90526A Step ---> SALESTEP Procstep ---> DD ---> REPORTS Type ---> DYNAM Report Identification Text: Line Column Sel Typ R Op Beg End Beg End Text Cols 001 046 XCL Y EQ 1 25 QUARTERLY

Report Identification Text is used to select only pages that have a heading of QUARTERLY. Only QUARTERLY SALES report pages are selected for this dynamic report. SUMMARY pages are not included.

Enter the following information:
- X under Type.
- Y under (R)euse column blank to allow the segment to be used again to select more pages.
- EQ under Operation.
- 1 under Line Beginning.
- 25 under Column Beginning because the word QUARTERLY (the word you are searching for) starts in the 25th column.
- QUARTERLY under Text.
You can now define the report identification text for U90526A-D02 (report 2).

Specify Report Definition Attributes for Report 2

The first report contains the Quarterly Sales report. The second report contains all the Summary reports for all regions. Report 2 looks similar to the first but there is no need for unique reports by region. Also, we must ensure that only pages with SUMMARY are included in the report.

Follow these steps:

Enter the Select tabular command S on the row with U90526A-D02, in the Sel column and press Enter on the Reports for Job: U90526A panel.
The Report Definition Attributes panel is displayed.
Enter the following information on the Report Definition Attributes panel:
- SUMMARY SALES REPORT in the Description field.
- 1 in the ARCH field to archive the report.
Press Enter to refresh the Report Definition Attributes panel.

Enter D on the command line, and press Enter to display the Distribution Specifications subpanel.

For report definitions with TYPE=DYNAM the following panel is displayed:

CA Deliver ----------- Report Definition Attributes (1) ---- Row 00001 of 00010 Command ===> Scroll ===> PAGE ID ---> U90526A-D02 Job ---> U90526A Step ---> SALESTEP Procstep ---> DD ---> REPORTS Type ---> DYNAM Variable Specifications: Sel Name Line Column Length Distribution Specifications: Writer/ Days Sel Type Report/Distribution ID Out Dest Eformat MTWTFSS

Enter the variable specifications that define the report field as a variable.
- RPTID under Name for the first variable.
- 1 under Line to indicate the line in the page where variable data is found.
- 1 under Column to indicate starting column of variable data. The line and column coordinates point to a report ID.
- 8 for length of variable data.
Enter Distribution Specifications that define the dynamic report ID and distribution ID using combinations of variables and constants.
1. Enter the following information in the first line under Distribution Specifications:
  - REPT under Type to specify the structure of the dynamic report ID.
  - &RPTID to specify the contents of the &RPTID variable.
  - -SUMMARY to specify a constant. The two previous steps are concatenated to build REPT (removing leading and trailing blanks).
2. Enter the following information in the second line under Distribution Specifications:
  - DIST under Type to specify the structure of the dynamic distribution ID.
  - D01VPRES to specify distribution of the report to the President.

Retain default values in the remaining fields.

CA Deliver ----------- Report Definition Attributes (1) ---- Row 00001 of 00010 Command ===> Scroll ===> PAGE ID ---> U90526A-D01 Job ---> U90526A Step ---> SALESTEP Procstep ---> DD ---> REPORTS Type ---> DYNAM Variable Specifications: Sel Name Line Column Length RPTID 1 1 8 Distribution Specifications: Writer/ Days Sel Type Report/Distribution ID Out Dest Eformat MTWTFSS REPT &RPTID-SUMMARY DIST D01PRES Y YYYYYYY

DIST D01VPRES Y YYYYYYY

A unique report is created for every combination of RPTID.

Enter END command to save definition and display the Report Definition Attributes panel.

Enter T on the command line and press Enter to display the Report Identification Text subpanel.

CA Deliver ------------- Report Definition Attributes ------ Row 00001 of 00010
Command ===>                                                  Scroll ===> PAGE

  ID     ---> U90526A-D02                           Job    ---> U90526A   
  Step   ---> SALESTEP     Procstep --->            DD     ---> REPORTS 
                                                    Type   ---> DYNAM
Report Identification Text:
              Line     Column
Sel Typ R Op Beg End Beg   End   Text                              Cols 001 046
    XCL Y EQ 1   2   1     80    SUMMARY

Report Identification Text is used to select only pages that have a heading containing SUMMARY.

Note: Only SUMMARY SALES report pages are selected for this dynamic report. QUARTERLY pages are not included.

Enter the following information:
- X under Type.
- Y under (R)euse column blank to allow the segment to be used again to select more pages.
- EQ under Operation.
- 1 under Line Beginning.
- 1 under Line End.
- 1 under Column Beginning.
- 80 under Column End. Use a Box search to locate the Text anywhere on line 1.
- SUMMARY under Text.

Close the Panels

You can add the job to the database and close the panels.

Follow these steps:

Enter END on the command line and press Enter on the Report Definition Attributes panel.

The report that you defined is added to the database and the Reports for Job panel is displayed for the job.

CA Deliver ---------------- Reports for Job: U90526A ------- Row 00001 of 00010
Command ===>                                                  Scroll ===> PAGE

 Desc    ===> QUARTERLY AND SUMMARY SALES REPORT
 Prevrun ===>

Sel Stepname Procstep DDname     Report ID                        Type  Prevrun
    SALESTEP          REPORTS    U90526A-D01                      DYNAM
                                 U90526A-D02                      DYNAM





******************************* Bottom of Data ********************************

Enter END on the command line and press Enter to display the Primary Selection Menu panel.
The message U90526A SAVED is displayed in the short message area and the job is added to the database.

You can now run the job.