ProgramMatek’s HTML Report Designer: Create Professional Reports with Ease

Overview

ProgramMatek’s HTML Report Designer offers a comprehensive solution for creating a wide variety of reports based on your data models. Whether you are working in the Workgroup Edition or the Mart, our Report Designer empowers you to generate insightful reports quickly and efficiently. With Report Designer, you can create report templates for frequently used reports, export reports to HTML, CSV, and PDF formats, and even create report solutions that include multiple report templates.

Getting Started

To begin creating your own reports, follow these simple steps:

  1. Click on Tools and select Report Designer. This will open the erwin Report Designer window.
  2. To create a new report solution, click on Create new solution for reports on the toolbar. If you haven’t saved the current report solution, you will be prompted to save it. A new blank workspace will appear.
  3. To create a report template, follow these steps:
    • Click on Create a Report on the toolbar to open the Report Editor dialog.
    • Enter a name for the report.
    • Select the model type you want to report on. Choose Mart to create a report on the Mart data.
    • In the Select Report Subject pane, choose the item you want to generate the report on.
    • In the Select Report Fields pane, select the fields you want to include in the report.
    • Use the Filter by option to create a report that filters specific objects and includes them in the report.
    • Click on Run Report to generate the report.
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Customizing Report Preferences

ProgramMatek’s HTML Report Designer offers flexible customization options to suit your specific needs. To configure your report preferences, follow these steps:

  1. Click on Edit and select Preferences. This will open the Report Designer Preferences dialog.
  2. Complete the following fields and click OK:
    • Add object type as prefix for the properties ‘Name’ and ‘Physical Name’: This option prefixes the object type to only the Name and Physical Name columns in the report.
    • Add object type as prefix for all other properties: This option prefixes the object type to all columns in the report.
    • Apply optimization mode if row count is more than: Specify the number of rows at which the computer resources are optimized to display the report.
    • Number of top rows to display: Specify the number of top rows you want to display in the report.

Exporting Reports

ProgramMatek’s HTML Report Designer allows you to export your reports to various formats for easy sharing and accessibility. Here’s how you can export your reports:

  • To export a report solution to HTML:

    • Right-click on the report solution and select Export All to HTML.
    • Browse and select the folder where you want to export the report.
    • Add the title for the solution in the HTML field and click OK.
    • The report will be generated in the specified folder.
  • To export a report to HTML:

    • Clear the data in the data grid by clicking on the Clear data in data grid icon.
    • Right-click on the report and select Export to HTML.
    • Browse and select the folder where you want to export the report.
    • Select the template for exporting to HTML and complete the other fields.
    • Click OK and the report will be generated in the specified folder.
  • To export a report or report solution to CSV:

    • Right-click on the report or report solution and select Export to CSV or Export All to CSV.
    • Browse and select the folder where you want to export the report.
    • On the TEXT tab, select the desired options and click OK. The report will be generated in the specified folder.
  • To export a report to PDF:

    • Clear the data in the data grid by clicking on the Clear data in data grid icon.
    • Right-click on the report and select Export to PDF.
    • Browse and select the folder where you want to export the report.
    • Enter values/set the necessary fields on the PDF tab and click OK. The report will be generated in the specified folder.
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Model Validation Reports

ProgramMatek’s HTML Report Designer now allows you to generate model validation reports, such as tables that do not have columns or columns that do not have comments. You can generate these reports using filters for various objects, including Entity/Table, Attribute/Column, Subject Area, Relationship, Key group/Index, and Domain. To generate a model validation report:

  1. Open the erwin Report Designer and create a report.
  2. Select the desired subject and report fields.
  3. Run the report, and it will display the required information.

Pinned Reports from the Report Designer Menu

ProgramMatek’s HTML Report Designer provides easy access to built-in reports through the Open pinned reports from disk toolbar item. These reports are conveniently organized into categories and available in separate folders. To open a pinned report:

  1. Launch erwin Report Designer and click on Open pinned reports from disk on the toolbar.
  2. Select the desired category and report(s), then click OK. The report will be included in the current Report Solution.

The Filter By Option

ProgramMatek’s HTML Report Designer includes the Filter By option, allowing you to generate drill-down reports. You can generate reports at various levels, such as Entity/Table, Attribute/Column, and Subject Area, based on specific criteria. The Filter By option enables you to refine and focus your reports for better data analysis.

Conclusion

With ProgramMatek’s HTML Report Designer, creating professional reports has never been easier. Whether you need to generate model validation reports, customize report preferences, or export reports to various formats, our intuitive tool provides you with all the features you need. Say goodbye to complex reporting processes and hello to effortless report creation with ProgramMatek’s HTML Report Designer. Try it today!

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