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

See below for a full description of each tool.

2

Template Editor

Displays the currently active document as well as the effects of your trapping operations.

3

Template and Field Properties Panel

Displays the properties of all defined templates and fields.

4

Zoom Slider

Slide to the left or right to zoom in or zoom out of a document. By zooming out, you can see more of the document area.

 

The Report Design Toolbar

Toolbar

Description

Accept

Accepts the document preparation. The Report Design window is closed and the table you have just defined becomes available in the Preview Window.

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

When a Monarch node contains several reports, this selector will allow you to choose one of those reports to displays in the Report panel.

Report Discovery Settings

Displays general settings, such as auto-define sample size and display options, for the Report Discovery window. In detail:

  • 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.

  • Encoding - Selecting any of the items that display when you click on the Encoding drop-down specifies the character encoding to apply to the report.

  • The following encoding types may be selected:

    • ASCII - When this option is selected, the corresponding code page must also be specified

    • ANSI - When this option is selected, the corresponding code page must also be specified

    • UTF-8

    • UTF-16 Little Endian

    • UTF-16 Big Endian

    • EBCDIC - If EBCDIC is selected, besides the corresponding code page and file type must also be selected

 

 

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