Creating a Summary Report for Your Segment Map

Create a Summary Report Manually

To manually create a Microsoft Excel (.xlsx) file that contains a summary report for your segment map:

1. On the Segment Map tab, click and select Create summary report.
2. In the Create Document window, select the information that you want to include in the report:

   Summary

   displays all of the information about the segment map.

   Diagram picture

   displays an image of the diagram.

   Note: When the spreadsheet is generated, you can double-click on the diagram to open and enlarge the image. However, users of macOS might not be able to open the diagram.

   Node details

   displays the properties of every node.

   Segment sizing details

   displays the counts and criteria for selected segments and their upstream nodes. Click Select segments to specify the segment information that you want to be included.

   Execution history

   displays the execution history for the segment map.

   Audit Log

   displays the audit log for the segment map

3. To save the file to the Attachments tab, select Attach generated report to segment map. If you do not select this option, the generated file is downloaded to your local system but is not saved in the user interface. The name of the attachment is the name that you have specified for the file. The name does not have to be unique. The date and time that the file is saved differentiate the file from other attachments with the same name.
   Note: Your browser might replace special characters such as a backslash (“\”) or forward slash (“/”) in the file name for the summary report with a dashed line, hyphen, or white space.
4. Click Create report to create the file that contains the types of information that you selected.
   Note: Be sure that your pop-up blocker is disabled or that the blocker allows pop-ups from *.ci360.sas.com websites.

Create a Summary Report during Execution

You might want to verify the content of a segment map that has executed successfully. You might also want to create the documents for audit records of segment map executions.

To generate a summary report every time the segment map is successfully executed, select Create and attach a summary report (.xlsx) each time the segment map is successfully executed. Click Report Setup to select the items to be included in the summary report. To access the reports, navigate to OrchestrationHistoryOccurrence. Links to the generated files appear in the Summary Report column on the Occurrence page.

Images are not included in the report. All segments are included in the segment sizing details. The report has the same name each time it is generated. A timestamp indicates when each generated report was attached to the segment map.

Click to download a report.

Note: It might take a few seconds before the icon appears in the column. You might need to click to view the icon.

Download an Attached Summary Report

On the Attachments tab, select a report and click .