It is often useful for documentation and administrative purposes to save details of an action or data source as an XML file that can be used in reports. Actions and data sources can be saved in the form of a file in order to be loaded into projects running on separate applications, see Load/Save definitions. They can also be exported to XML, HTML, CSV or text file format by means of an Export action see Export action properties. Producing a report is very similar to exporting. In this case the data source or action is exported to an XML file and an XSL stylesheet is applied. The format and layout of the report is defined by the XSL stylesheet, and a default set is supplied with the system. If there is no XSL stylesheet for that action a report will still be generated, but is in the raw XML format. Thus in this case producing a report is identical to exporting - the report file is identical to the export file where the selected output format is XML.
To produce a report select the required action or data source in the Explorer tree and choose Report from the right-click menu. You then see the Save window prompting you for a folder in which to save the report. Once the report is saved it can be accessed for viewing or for further formatting with style sheets. In the case of an action the action type and name along with a summary of the action properties will be displayed. If a data transfer is included then data source and mapping details are also included.
To format a report: Your system will probably be set up with customized stylesheets for a few of your reports and you will not normally alter these. The stylesheets indicated in bold in the table below, are those supplied with your system. XSL stylesheets are located in the stylesheets folder in the system root directory and these should be named for the actions and data sources as listed below:
Actions: |
Data Sources: |
activity-act.xsl |
csv-ds.xsl |
If you create and put a stylesheet with one of these names in the stylesheet directory you will alter the corresponding report format.
Related topics include Actions overview, Save, Export action properties, Data transfers overview