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Using Discoverer Viewer

Using Discoverer Viewer. 7/15/10. What is Discoverer Viewer and what makes it better?. Discoverer Viewer has replaced Data Query. Viewer is a web based report viewer. Reports can be saved in multiple formats including PDF or Excel. Benefits of Discoverer Viewer.

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Using Discoverer Viewer

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  1. Using Discoverer Viewer 7/15/10

  2. What is Discoverer Viewer and what makes it better? • Discoverer Viewer has replaced Data Query. • Viewer is a web based report viewer. • Reports can be saved in multiple formats including PDF or Excel.

  3. Benefits of Discoverer Viewer You can use forward and back buttons. Simple to search. Names that make sense.

  4. Creating a Connection(Logging In For The First Time) Click on the button labeled Create Connection. NOTE: The first time you log into Viewer you will need to create a connection. Once this is complete, subsequent access will only require that you type in your password.

  5. Creating a Connection(Cont.) This name can be anything you prefer, it is not dictated by your FMD login, but it is a Mandatory Field. The first two fields are the same as your Data Query login and the database is ‘orp9.esc20.com’. Once these fields have been populated, click the “Apply and Connect” button.

  6. Creating a Connection(Cont.)

  7. Creating a Connection(Cont.) This screen you will need to change the “End User Layer” to D165901_EUL, which is the second choice in the drop down menu.

  8. Creating a Connection(Cont.) Once the information is complete and correct, click on either of the buttons labeled “Continue”.

  9. Connected! Click on the flag next to the workbook you want to open. You are now in the Discoverer Report Viewer! You will notice a number of workbooks are available.

  10. Workbooks and Worksheets Within workbooks are worksheets, which are the reports that you will run. Click on the worksheet link you wish to run.

  11. Report Parameters Type in the parameters requested and then click the “Go” button.

  12. Report Detail This is your output, but not all of it.

  13. Report Navigation You can choose to have up to 100 rows at a time displayed. The default is 25. You can navigate through the rest of the data by clicking the “Up” or “Down” or “Left” or “Right” links or arrow buttons.

  14. Report Options There are many options available, however, the only ones you will typically use are Printable page, Export, and Send as email.

  15. Printable Page To preview the output to see if you want to change the default print setting, click Preview Sample, otherwise, click Printable PDF to print your report. The default settings for output should stay the same. However, you may want to change page orientation or paper size for some reports. This can be done in Page Setup.

  16. Page Setup Paper size and page orientation can be changed here. Once the settings are as you want, click Printable PDF.

  17. PDF Ready Select Click to view or save link to obtain report.

  18. Print Report Click the Printer button to print the report. The Windows print dialog box will appear giving you access to your local and network printers.

  19. Saving Report Click disk button to SAVE report.

  20. Let’s Try Some Exporting!

  21. Exporting Reports Why export reports to Excel? - Move or Remove Columns - Customize Headings - Address Labels!!

  22. Exporting Reports To export a report to another source such as Excel, click the Export link.

  23. Choosing an Export Type From the drop down menu, select Microsoft Excel Workbook (*.xls). Then click the export button.

  24. Export Ready Select the Click to view or save button. Then select save in the Windows File Download window. Be sure to use a name and folder you will remember!

  25. Excel Report

  26. Take A Little Time To Explore!

  27. Time For Mail Merge!!

  28. Open Microsoft Word Click on Mailings Tab Click Start Mail Merge and Select Labels.

  29. Label Options 3. Select Printer and Label Information. *Label Example*

  30. Labels View

  31. How To Get The Gridlines and Proper Spacing.. Click Layout Tab View Gridlines Back to Mailings Tab Click Home Tab Line Spacing Line Spacing Options

  32. Spacing Cont. and Inserting a Heading. In the Paragraph window, be sure the ‘Don't add space between paragraphs of the same style’ box is checked. If you would like a heading, type now and click ‘Update Labels.’

  33. Select Recipients Select Use Existing List. Locate your Excel spreadsheet from the Select Data Source window.

  34. Confirm Data Source Select MS Excel Worksheets via DDE (*.xls). Select Entire Spreadsheet.

  35. Don’t Panic, we are not done!

  36. Address Block Click the Address Block button. Verify the information in the Preview window is correct. Click on the Match Fields button.

  37. Take a look and Finish up! Click Preview Results Click Update Labels Click Finish & Merge Select Print Documents

  38. Merge to Printer Congrats! You Have Labels!!

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