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Report Design Basics
Monarch Data Prep Studio is not limited to working with databases and tables. You can also open a PDF/PRN report and select the fields that you want to include in a table. Once the table has been completely defined, it is included in the Preview Window from where you can load and combine it with other available tables.
Steps:
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Open your PDF/PRN document.
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Select Open File from the Start Page
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Locate you file on your desktop or network and then drag it to the Start Page
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Select Add More Stuff from the Preview Window
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Define templates to extract the data from your document:
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To automatically define templates and fields, select the Auto Define icon on the Template and Field Properties panel:
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To define templates and fields individually, refer to Overview: Creating Data Extraction Templates. Templates are defined using the Template Editor Action Bar.
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Select Accept to complete Report Design. The table you just defined is included in the Preview Window as a Monarch report node.
You can:
You are brought to the Report Design Window:
When your trapping operations are completed, Monarch Data Prep Studio will create a new column for each field that you define and populate that column with similar field values:
You can load multiple reports into this node by clicking on the drop-down button located to the right of the parent table and then selecting Report Options > Add Report.
Note, however, that added reports must have the same format and be of the same file type to enable correct data capture.
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