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Actions Menu

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Actions Menu

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The Actions menu in GOLDWriter is used to make changes to the displayed data or to change the mode used to enter data. All of these actions can also be used when right-clicking on a report in the Report Catalog. These actions will appear on a pop-up menu when you right-click on a report.

 

Function

Description

New

This function opens the Report Wizard to create a new report.

Edit

This function changes according to the currently opened dialog.

If edit is selected when a report is highlighted, the Report Wizard will open.

If edit is selected when a work field is highlighted in Step 3 of the Report Wizard, the work field can be edited.

If edit is selected when a total is highlighted in Step 6 of the Report Wizard, the total can be edited.

Run

If you select a report listed in the Report Catalog and then select this function, the system runs the report and displays it on the screen or in another selected application.

Run & Print

This function is similar to the Run function above, except after the report is run and displays on your screen, the system then prints the report to your default printer.

 

paperclipnote

Note: Make sure your default printer is set up appropriately before choosing this function. A print dialog does not appear; the print job is sent directly to your default printer. For more information concerning how to change your default printer, see your Windows <F1> help and search for "change default printer." Or you can set up the printer before printing, as described in the How to set up the printer before printing topic.

Run Batch Mode

This function operates similarly to the Run function. If you select "Run Batch Mode" after selecting a report on the Report Catalog, GOLDWriter will run the report in batch mode. This means that GOLDWriter requests a lower priority from the host to run the report. The biggest difference when running the report in batch mode is that the cost of the report will be about 1/3 less, and the report may take a little bit longer to run. However, in most cases the run time is about the same.

Run on PC Database

This function runs the report off of a database you've saved on your PC.

Schedule for Afterhours

Use this function to schedule a report to run in the afterhours. When you select the report on the Report Catalog, and then select this function, the following dialog box appears:

 

afterhoursschedulewizard

 

Use this dialog box to set up when you want this report to run. You can set the next date you want the report to run; whether to run the report at the end of the previous day or start of availability date; the frequency you want the report to run; the number of times the report run occurs during that frequency; the expiration date of when you want the afterhours to stop running the report; and which set you to run for this report.

 

Click <OK> when you have set up your options, and the report will run automatically in the afterhours as your requested.

Remove from Afterhours

Select this function to remove any reports scheduled to run in the afterhours, as described above. If this option is grayed out, the report is not scheduled to run in the afterhours.

Available afterhours runs

Select this function to view all available downloads of the selected report that were run in the afterhours. If this option is grayed out, the report is not scheduled to run in the afterhours. If no reports are displayed in the dialog box that appears when this function is selected, no reports were downloaded from the afterhours run for this report.

Refresh Afterhours Copy

Select this function to refresh the list of reports that have been downloaded from the afterhours. This is useful if you logged onto GOLDWriter and left it open during an afterhours run, and now want to view any reports that were downloaded. Rather than logging out and logging back in, you can select this function, and the select the "Available afterhours run" function, as described above.

Install as Host Selection

This function saves the report parameters, so it can be run in CIM GOLD by GOLDMiner.

Copy

This function allows you to copy an already existing report from the Report Catalog, and create a new one based on that reports set up. For more information, see the Copy an Existing Report topic.

Paste

Selecting "Paste" from the Actions menu (or press <Ctrl> + V) allows you to paste whatever was last saved to the Windows_bm0 clipboard at the current cursor position.

Delete

This button deletes the selected object or text.

Refresh

This function refreshes and displays the Report Catalog. This allows you to easily see if more reports in the Report Catalog have been added or modified by other employees.

Find

This function allows you to search through the currently displayed catalog or report. The following steps explain how to search for information in a report.

 

1.Right-click on the report or catalog and select "Find" from the pop-up menu, or select "Find" from the Actions menu.
 
The Find dialog will appear, as shown below.

 

Finddialog

 

2. Enter any word or value in the Find what field.
3. If you enter multiple words, and you want to find them in the exact same order, check the Match whole word only box.

 

4. If you want to match the case, check the Match case box.
5. Select Up or Down in the Directions box.
6. Click <Find Next> to search for your keyword or value.

 

When a field is highlighted, press the space bar on the keyboard to select the field.

 

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