Working With Workspace Reports

PeopleSoft provides online comparison reports in PeopleSoft Application Designer. These reports appear in the project workspace area after you run a compare report.

This section discusses how to work with workspace reports.

To access reports:

  1. Select Tools > Compare and Report from the PeopleSoft Application Designer toolbar.

  2. Sign in to the target database.

    The system automatically displays a comparison report for each definition that you selected to be copied. If the current definition type has a PeopleSoft Application Designer based editor, you can double-click the definition name in the report to open it. If the comparison report is large, you can search for specific definition names.

For long compare reports, it is useful to perform a search to locate specific items. The Find in Report feature searches by column. To search for an object in a comparison report highlight or place your cursor in the column that you want to search and select Edit > Find in Report.

This section provides an overview of a report and discusses how to:

  • Print the comparison report.

  • Print a comparison report from a file.

  • Move print files.

Printing the Comparison Report

Image: Print preview comparison report

This example illustrates the fields and controls on the Print preview comparison report.

Print preview comparison report

To print the comparison report select File > Print. The standard Print dialog box appears, enabling you to select the printer, number of copies, and so on.

Printing a Comparison Report From a File

To print a comparison report from a file:

  1. To print a saved comparison report, select File > Report from File.

  2. Select Print Preview, Print, or View Report.

    These options require that you specify the report name and its location in a standard Open dialog box. View Reportdisplays the specified report in the project workspace.

Moving Print Files

You might want to move the comparison report files to another directory or send them as email attachments. Each comparison report file is saved as two files with the following format:

  • Upg<number>DefinitionType.prt

  • Upg<number>DefinitionType.idx

Both files (filename.prt and filename.idx) are required to view or print the report.

While the report is open in the workspace, you can save the workspace report as a text file. This enables you to import the report results into applications of your choice, such as Microsoft Excel.

To save the workspace report as a text file:

  1. Select File, Save Report As.

  2. On the Save Report As dialog box insert a file name into the File Name edit box, and select a file type from the Save as type drop-down list.

    You can select Tab Delimited (.txt) or Comma Delimited (.csv).

  3. Click Save.