Toolbar

The ReportsDNA toolbar provides access to all functionality.  The toolbar can be displayed or hidden by clicking the ReportsDNA button in Excel's menu.  The button will be the last item in Excel's menu except in Excel 2007.  In Excel 2007, access to the button is gained by clicking the Add-ins button (see below).

New/Edit Report
New/Edit Report displays the dialog box which allows the user to define the report’s configuration.

Generate Report
This feature generates the report for the active worksheet. Execution includes clearing the worksheet of data, reloading data from the source and applying the formatting options.

Generate All Reports
This option will generate the reports for all visible worksheets in the workbook that have a report configuration. ReportsDNA will end with the worksheet that was active when this option was chosen.

Summary
This button turns off the Wrap function for columns defined in the Wrap Columns field. This allows you to see more records.

Detail
Report Detail On turns on the Wrap function for columns defined in the Wrap Columns field. This allows you to see multiple rows of data for columns designated with this option.

Copy
Makes an exact copy of the Active worksheet including the report configuration.

Copy to Workbook
Makes an exact copy of the Active worksheet including the report configuration to any other open workbook.

Refresh Connection
ReportsDNA may maintain its connection to data sources to improve performance. While this makes rerunning a report quick, it may prevent ReportsDNA from recognizing changes made to the source system’s data definition. Selecting the Refresh Connection button will cause ReportsDNA to drop its connection to the source system. This ensures that subsequent generated reports will use the latest definition in the source system.

For example:
A report is executed using a query defined in ClearQuest®
The user modifies the query in ClearQuest® by adding an additional column and saves the query
The user reruns the report in ReportsDNA, which is based on the modified query
ReportsDNA will generate the report based on the pre-modified query definition unless the user a) closes Excel or b) clicks the Refresh Connection button

Workbook Settings
Workbook settings are effective for all reports in the active workbook. The following features may be set at the workbook level. Workbook-level settings override worksheet-level (report-level) feature settings unless Worksheet is chosen. Worksheet is the default setting.

• Smart Format
  
• Summary
  
• Email
• Print

Workbook settings

• Worksheet - use the setting defined in each worksheet (report)
• All Off - the feature will be INACTIVE for every report in the workbook (e.g., a report will not be emailed even if the report has been configured to send an email).
• All On - the feature will be ACTIVE for every report in the workbook (e.g., a report will not be emailed even if the report has been configured to send an email).

Change All - clicking a radio button in Change All will set all workbook-level features to the setting chosen.

Send Sheet creates a copy of the active worksheet and attaches it to an email.

See also