Step 9: Create a custom report definition

In this step, you create a custom report definition that specifies the conditions that must be met to generate a custom report. When specifying these conditions, you use the field names that are defined in the report layout that is linked to the report definition.

For a custom report to be generated, the following requirements must be met:

  • The condition entry fields in the custom report definition must be defined in the associated report layout.
  • The report layout that is linked to the custom report definition should match the layout that is assigned to the report selection rule.

To create a custom report definition:

  1. From the Output Manager main menu, choose option A, Administrative Functions, and press Enter. The Administrative Functions panel is displayed.
  2. Choose option C, Custom Reports, and press Enter.
    A search panel is displayed. Press Enter to proceed to the Report Definitions panel.
  3. Type ADD on the command line and press Enter.
    The Basic Report panel is displayed.
  4. In the Report Name field, type Ash Bank Branch Report as the name of the custom report. This name can be up to 64 characters long. It cannot include an asterisk (*).
  5. In the Status field, change the value to Enabled.
  6. Link your layout to the custom report definition:
    1. From the Links menu, choose option 1, Choose a Layout. The Search for Layouts panel is displayed.
    2. Specify search criteria for the layout that you created in "Step 4: Create a report layout", and press Enter.
    3. In the CMD column, type S (Select) next to the name of your layout and press Enter. The Basic Report panel is displayed, and your layout is displayed in the Layout field.
  7. Link your distribution list to the custom report definition:
    1. From the Links menu, choose option 2, Choose a Distribution List. The Search for Distribution Lists panel is displayed.
    2. Specify search criteria for the distribution list that you created in "Step 8: Create a distribution list", and press Enter.
    3. In the CMD column, type S (Select) next to the name of your distribution list and press Enter. The Basic Report panel is displayed, and your distribution list is displayed in the Distribution field.
  8. To specify the report conditions that must be met for a custom report page to be generated, perform these steps:
    1. At the command line, type ADD and press Enter.
      The Report Condition Entry panel is displayed.
    2. Add an inclusive report condition when "Tree House Bank" is found in the TITLE field:
      1. In the Condition type fields, specify 3 (Condition), and 1 (Include).
      2. Type S on the line next to the Field column, and press Enter. The Selection panel is displayed. The fields populated on this panel are the fields defined in your linked layout.
      3. Type S next to the TITLE field, and press Enter. The TITLE field is added to the Report Condition Entry table.
      4. In the OP field, type EQ.
      5. In the Value field, type Tree House Bank.
      6. In the Case field, type Yes.
      7. In the Var field, type 0.
    3. Add an inclusive report condition when "Branch -" is found in the BRANCHTI field:
      1. In the Condition type fields, specify 3 (Condition), and 1 (Include).
      2. Type S on the line below the TITLE row, and press Enter. The Selection panel is displayed. The fields populated on this panel are the fields defined in your linked layout.
      3. Type S next to the BRANCHTI field, and press Enter. The BRANCHTI field is added to the Report Condition Entry table.
      4. In the OP field, type EQ.
      5. In the Value field, type Branch -

        Note: You must insert two spaces between the word "Branch" and the hyphen that follows.

      6. In the Case field, type Yes.
      7. In the Var field, type 0.
    4. Add an inclusive report condition when "Ash" is found in the BRANCHID field:
      1. In the Condition type fields, specify 3 (Condition), and 1 (Include).
      2. Type S on the line below the BRANCHTI row, and press Enter. The Selection panel is displayed. The fields populated on this panel are the fields defined in your linked layout.
      3. Type S next to the BRANCHID field, and press Enter. The BRANCHID field is added to the Report Condition Entry table.
      4. In the OP field, type EQ.
      5. In the Value field, type Ash
      6. In the Case field, type Yes.
      7. In the Var field, type 0.
      When you are finished, the table on the Report Condition Entry is as follows:
      Field Op Value Case Var
      TITLE EQ Tree House Bank Y 0
      BRANCHTI EQ Branch - Y 0
      BRANCHID EQ Ash Y 0
    5. Press F3 (Exit) to save your entries and return to the Report panel.
      Your report condition entries are listed at the bottom of the panel.
      Note: The condition entries are connected to one another by the and connector. This means that all of these conditions must be true on a SYSOUT page for the page to be included in the custom report.
  9. Press F3 (Exit). An exit confirmation pop-up window is displayed.
  10. Press Enter to save the custom report definition.

For more detailed information, including an example of using the or connector, see Creating a custom report definition with condition entries.