Downloading a New Report

!Prerequisites:
1. Connecting TAD to the Server

To add a new report to your workbook follow the steps below.

1. Start by clicking the Add Report button on the ribbon.

2. That will open the TAD Query Editor form starting on the From view showing the available tables.

*Reports can also download data from stored procedures. Please follow the Add Report Using Stored Procedure topic if you’re interested in that.

3. In the Search Tables box, type “TAD Sandbox” to filter the list.

4. Select the table and the Save Changes and Cancel Changes buttons will appear. Click the Save Changes button.

*Other ways to select the table:
1. Double-clicking on the table will save it and take you to the Query view bypassing the Save Changes button.
2. Selecting the table and pressing your Enter key will save the table to the TAD Tab and start the Download action.

5. You will now be on the Query view where you will see the Tab Name and basic SQL Statement.

6. Change the Tab Name to “My Sandbox Report” and click the Download Changes button to download the Table.

7. The Layout shows the default value chosen under Options. You can change it here if needed or in the future by using the Edit Query button.

8. Click the Download button to download the Report.

9. The TAD Parameters form should now appear showing your Tab Name and the (Companies) parameter.

*Parameters surrounded by parentheses, such as (Companies), can accept multiple values separated by commas. For example, entering “1,2,3” for (Companies) would download data for all three.

10. Most parameters have an associated lookup. To access the lookup either double-click in the parameter field or click in the field and press your F4 key.

11. The TAD Lookup form appears providing a list of Companies.

*Month and Date parameters will display the TAD Calendar form instead of TAD Lookup form.

12. You can filter the list by using the Column and Search fields. Entering “0” into the Search field filters the lookup list.

13. Select Company 0 for the TAD Sandbox Company and click the Save button. You can also double-cliick on values to select them.

*You can also use your Ctrl key to select multiple values for any parameters that are surrounded by parentheses, such as (Companies).

14. That will populate the (Companies) parameter with the value of 0.

15. Click the Download button to download the Table.

16. The TAD Progress form should now appear showing you the status of the Download action. When the download finishes the form will show you if it was successful or failed.

17. You should now be on the My Sandbox tab and it should be green.

*When an Action finishes the tab will be green if successful and red if it failed.

18. The My Sandbox Report tab should look like the image below. This represents the Data layout which contains no formatting.

The main parts of the download are:

19. To download the table again, you have two options:

Option 1 – Using Download Button on Ribbon

Option 2 – Using Download Action Button

When you use this button you will be prompted with the message below. Click Yes to download the Table again with the same parameters or No to enter them again.