Generate Documentation

Transform allows users to generate and download audit reports for Targets, Target Sources, and objects. In addition, technical specifications and reconciliation reports can also be created and downloaded for Targets.

NOTE: The Generate Documentation check box must be checked on the Transform tab of Console’s Parameters page to use this feature.

The Audit report lists information about the object, Target, or Target Source, including the Source import and Source rules, Target rules, Target reports, and Target exports. Each of these includes the object name, a description, an action date, and the number of records included in the Source, report, or export, or, in the case of rules, the number of records affected by the Insert, Update, or Delete rule.

The Reconciliation report displays the number of records exported from the Target and the number of records that were reconciled.

The Technical Spec report displays detailed information about the Target, Target Source, Target Source rule, Target Source audit rule, Target Source reports, Target rules, Target audit rules, Target reports, Target remediation rules and Target exports. All records list the object name, priority and status. Other details are included depending on the object type.

To generate Audit reports for objects in Transform:

  1. Select the Objects icon on the Process Area Launch page.
  2. Click the Vertical View icon for an Object.
  3. Click the Generated Documentation icon.
  4. Click the Generate Audit Documentation icon for a report.
  5. Click the Download a file icon for the record that contains the audit report.

NOTE: The date and time in GENERATED ON is when the audit report was generated on the Object Documentation page.

To generate Audit reports for Target Sources in Transform:

  1. Select the Targets icon on the Process Area Launch page.
  2. Click the Sources icon for a Target.
  3. Click the Vertical View icon for a Source.
  4. Click the Generated Documentation icon.
  5. Click the Generate Audit Documentation icon for a REPORT.
  6. Click the Download a file icon for the record that contains the audit report.

NOTE: The date and time in the GENERATED ON column is when the audit report was generated on the Target Source Documentation page.

To generate Audit reports, Reconciliation reports, and Technical specs for Targets in Transform:

  1. Select the Targets icon on the Process Area Launch page.
  2. Click the Vertical View icon for a Target.
  3. Click the Generated Documentation icon.
  4. Click the Generate Audit Documentation, Generate Reconciliation Report, or Generate Technical Documentation icon.
  5. Click the Download a file icon for the record that contains the report.

NOTE: The date and time in the GENERATED ON column is when the report was generated on the Target Documentation page.