Generating Grid Reports

Overview

This business process is covered as part of the Reporting business processes, however it is not strictly related to reporting of a job, but rather to any entity that is displayed in a grid on a CCLAS screen. Note that job status and financial reports are all types of grid reports. Refer to Generating Job Status Reports and Generating Financial Reports.

Users with requisite permissions can generate reports directly from the search results grid using the Export to Report button, if the appropriate preferences are set up with templates for the grid reports.

Process

Refer to the Grid Report Generation Process to gain an understanding of grid report generation, if required.

Generating a Grid Report

Grid reports are created from content in search results grids and from various child grids in update applications.

When considering search results:

  1. If no search is already performed, or the criteria changed an no search performed on the changed criteria, then the core result set is populated base on the search criteria (not possible via the user interface but may be possible via script), otherwise

  2. If a search is performed but no rows are selected, then the result set contains all records that match the criteria, even if the records are not downloaded to the client as yet, or

  3. If a search is performed and one or more rows are selected, then the result set contains only the selected records.

Report templates are selected from those configured to be available to the grid, or entered where the grid report template is not included in the available list.

Upon the export of grid data from CCLAS to the XLS native format, the following formatting is included:

  • Sample row colours (setup by load script).
  • Text font (italic/bold) for the released/validated results status.
  • Current numeric formats as presented.

Example: Output of three rows where the rows containing Client Codes AAA, BBB and CCC were selected.

Application: ccclnt
 Client Codes
 AAA
 BBB
 CCC

Grid reports can be sent to a printer or emailed, based upon grid report configuration.

Grid reports are generated, and distributed (where requested), by the system batch queue.

Grid reports can be downloaded and viewed after generationn.

Generate a grid report