Monarch Classic Tutorial 2 - Working with Reports


Whereas most applications produce Reports as output, Monarch uses Reports as input. For this video, we will take a look at the Report interface and its basic functions.


To start working with reports in Monarch, you simply drag in a report. For PDF reports, you are brought to the PDF import options dialog where you specify how a PDF file will appear in the Monarch report window. You can tell Monarch that monospaced font was used in the report, or that it contains freeform text.And you can specify the Stretch value – or how much spacing is used during the PDF conversion process, and so on. For our sample, we can go ahead and click on Accept, and our report is now loaded into Report View – here we have a distribution report for the month of January.


Reports may also be opened by going to the File menu and choosing Open, Report, and either Computer or Web, or you may also choose from previously opened reports. Let’s bring in the February and March reports, and choose Retain Current Reports so that we still have our January report up.


Let’s now take a closer look at the Report interface.

The Report ribbon allows you to perform various report functions.

The Report Selector displays a list of reports that have been loaded into Monarch.

This includes a search bar to help you locate a specific report.

Clicking on a report in the list displays it in the main portion of the interface.


In the Report ribbon, we have options to set the Font style and Font size,

Zoom to Fit which resizes the report, and a function to add greenbar shading.

You may select all of the report text and copy the selection using the Select All and Copy buttons.

Or you could select just a specific portion of text, as well as invoke Copy from the Context menu.


To navigate through a report, apart from using the scroll bars, there are controls to go to the Previous and Next pages along with a means to go to a specific page. Similarly you can also go through the Previous and Next reports.


To bring up the Search controls, you can either use the Report ribbon, or the Context menu. Apart from allowing you to type in a search string, there are options to Search up, Wrap, Match the case, and perform the search on all loaded reports.


Bookmarks can be added to allow you to jump to specific lines of a report. These will be displayed as comments when exporting the report to PDF.

You can add multiple bookmarks, edit these, jump to the Next and Previous bookmarks, and remove the current bookmark or clear all bookmarks.


From the Report ribbon, you can launch the Report Design interface for creating data extraction templates. You may opt to create your own templates to extract the data you want, or use Auto Define to have templates automatically created. The highlighted portions of the report signify the information that has been captured. We will delve into more details on Templates later on.


Monarch’s Report ribbon also includes Find in Table which shows you where a Report value is located in Table View.

And we have the Report Index which allows you to easily explore a report. This consists of each report, with branches representing field values – for instance the product families. From the tree, you can jump to the specific information you are interested in.


The PDF/XPS Options button brings up the PDF options dialog we saw earlier when we loaded our reports. We can also bring the extracted data over to the Data Prep Studio for preparing, transforming and blending with other data sources.

Reports may easily be printed as well. The Print controls may be accessible via the Context menu - or going to File > Print where you can do a Print Preview and adjust settings.


Finally, to close the current report, go to File > Close > Report. A Database, Project or Model may also be closed from here, or you may opt to select Close All to close all loaded report and model files.



This video was recorded on Monarch version 13.3.

For more information on this lesson, see Chapter 5 of the Monarch Learning Guide:


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