User-Defined Reports :: SAS(R) Decision Manager 3.1: User's Guide

Overview of User-Defined Reports

User-defined reports require the following files to be uploaded to the SAS Content Server:

the SAS program that creates the report.
a SAS program file that lists the SAS Decision Manager global macro variables that are used in your report.
a report template XML file that specifies the report requirements, such as report name and the number of required models to run the report.

After these three files have been uploaded to the SAS Content Server, the user-defined report type is included as a report type in the new report drop-down list on the Reports page.

The New Report window includes controls to specify the type of output that the report creates, such as HTML or PDF, and a style for the report. You can modify your report to include the SAS code so that the New Report window offers the report output controls for your report.

Create a User-Defined Report

To create a user-defined report:

Write and test your SAS program that creates a report.
To format the output for a user-defined report, add the SAS code below to your report code in order to select the Output type and the Style in the New Report window. The Output type enables you to select a report output format of HTML, PDF, or RTF. The Style enables you to select a report output style for your report.
Replace report-name with the name of your user-defined report. The name can contain letters, the underscore ( _ ), hyphen ( - ), and the period ( . ). End your user-defined report with the %MM_ExportReportsEnd macro.
```
Filename mmreport catalog "sashelp.modelmgr.reportexportmacros.source";
%include mmreport;
%MM_ExportReportsBegin(fileName=report-name);
          …
   your-user—defined-code
          …
%MM_ExportReportsEnd;
```
In the report XML file, add this SAS program name to the FILENAME= argument of the <Code> element (for example, <Code filename="myUserReport.sas"/>). For more information, see Report Templates.

For an example of a report, see Example User-Defined Report.

Defining Macro Variables for a User-Defined Report

Executing a user-defined report requires a SAS program that lists the report code’s macro variables. If you do not have macro variables in your report, create a SAS program file with a comment in it. This file is required.

Here is an example program to define macro variables:

%let _MM_User=miller;
%let _MM_Password=Rumpillstillskin3;

In the report XML file, add this SAS program name to the FILENAME= argument of the <PreCode> element (for example, <PreCode filename="myMacroDefs.sas"/>). For more information, see Report Templates.

For an example of a macro variable program, see Example User-Defined Report.

For a list of macro variables, see Macro Variables.

Upload SAS Programs to the SAS Content Server

After you have the two SAS programs for your user report, follow these steps to upload them to the SAS Content Server:

From the Projects category view, click , and select New Template.
Enter a filename.
Select Report (SAS code).
Click to select a SAS code file. Click Open. You can also copy and paste the SAS code in the text box.
Click Save.
Repeat the steps to upload the second file.

Report Templates

You create a report template XML definition file to describe your user-defined report. After you create the report template, upload the template to the SAS Content Server.

SAS Decision Manager provides a sample report template that you can use as a model for your XML template. You can use any template as a model or you can create an XML file with the required XML elements. A best practice is to open the model XML template and save the template using another name.

To open a sample report template:

From the Projects category, click , and select Manage Templates.
Select UserReportTemplate.xml and click . The UserReportTemplate.xml file has arguments in quotation marks that you modify for your report. Replace the text in quotation marks with values that are appropriate for your report. See the argument descriptions below. Make your changes and click Save to upload the report template to the SAS Content Server.
Click Close.

Here is the report template XML definition:

<?xml version="1.0" encoding="UTF-8" ?>
<ReportTemplate 
	name="report-name" 
	type="UserDefinedReport"
	displayName="display-name" 
	description="model-description"
	>
	<Report>
		<Data datasetName="input-data-set-name"/>
		<Models expectedModelType="model-type" 
           requiredNumberOfModels="1" 
           level="level">
   </Models>
		<SourceCode>
			<PreCode filename="pre-code-filename.sas"/>
			<Code filename="score-code-filename.sas"/>
		</SourceCode>
		<Output format="output-format" filename="output-name"/>
	</Report>
	<Parameters>
		<Parameter name="parameter-name" value="parameter-value" />
	</Parameters>
</ReportTemplate>

<ReportTemplate> element arguments

name="report-name"

specifies the name of the report. The characters @ \ / * % # & $ ( ) ! ? < > ^ + ~ ` = { } [ ] | ; : ‘ " cannot be used in the name.

displayName="display-name"

specifies the name of the report that is displayed in the Report section of the New Report window.

description="model-description"

specifies a description of the report that is displayed at the bottom of the New Report window when the report is selected in the window.

<Report> element arguments

specifies the name of a data source data set that is used for input to the report. The data set must be in the form libref.filename. You can use the following global macro variables as a value for input-data-set-name as long as the value of the macro variable is in the form of libref.filename:

&_MM_InputLib
&_MM_OutputLib
&_MM_PerformanceLib
&_MM_TestLib
&_MM_TrainLib

<Models

expectedModelType="model-type"

requiredNumberOfModels="number-of-models"

level="level">

</Models>

specifies information about the model.

expectedModelType="model-type"

specifies the model type.

Valid values: ANALYTICAL, CLASSIFICATION, PREDICTION, SEGMENTATION, ANY

requiredNumberOfModels="number-of-models"

specifies the number of models that are processed in this report.

level="folder"

specifies where the report is to obtain a list of models. If folder is VERSION, the report creates a list of models in the version. If folder is PROJECT, the report creates a list of models from all versions in the project.

Valid values: VERSION, PROJECT

</SourceCode>

specifies the files that are used to execute the report.

specifies the name of the SAS program that contains macro variable definitions.

specifies the name of the SAS program that creates the report.

specifies the output format arguments:

format="output-format"

specifies the format of the report output.

Valid values: HTML, PDF, or RTF

filename="output-report-name"

specifies the name of the output report.

<Parameters> Element Argument

This element is not used. It is reserved for future use.

Edit a SAS Program on the SAS Content Server

To edit the program after the file has been uploaded to the SAS Content Server:

Click and select Manage Templates.
Select an XML template, SAS code file, or user-defined properties template to edit. In order for the template to be editable, the Reserved column must be marked as No. Life cycle templates cannot be edited but can be viewed.
Click . Make your changes and click Save.
Click Close.

Delete a SAS Program from the SAS Content Server

Deleting a User Report SAS Content Server is a two-step process. You must delete the SAS program and the report template.

To delete a user report:

Click and select Manage Templates.
Select an XML template, SAS code file, or user-defined properties template to delete. The Reserved column must be marked as No to delete a file. The user-defined properties template file cannot be deleted.
Click . A confirmation window appears.
Click Yes to delete the file.
Click Close.

Run a User-Defined Report

To run a user-defined report:

Click and select your user-defined report. The New Report window appears.
Enter a name and description if you do not want to use the default values.
Select an output type. The default is PDF.
Select a style for the report. When the SAS default option is selected, the default style and themes are used in generating the report. For example, the SAS default style for the HTML output type is HTMLBLUE.
From the list, select the models that you want to include in the report.
Click Run. The report is generated and appears in the default viewer for the selected output type.

Example User-Defined Report

Overview of the Example User-Defined Report

The example user-defined report categorizes scoring values into score ranges and then graphs the results. The program name is Score Range Report. The following SAS programs and report template file are required to create this report:

The SAS report program is the file ScoreRange.sas
The SAS program file that contains macro variables is ScoreRangeMacro.sas
The report template XML file is ScoreRangeTemplate.xml

SAS Report Program

Here is the SAS code for a user-defined report to categorize score codes:

filename mmreport catalog "sashelp.modelmgr.reportexportmacros.source";
%include mmreport;

%MM_ExportReportsBegin(fileName=scoreRange);

options NOmprint NOdate;
%let _MM_PosteriorVar=P_1;


proc format;
  value score
    low - 400 = '400 and Below'
    401 - 450 = '401 - 450'
    451 - 500 = '451 - 500'
    501 - 550 = '501 - 550'
    551 - 600 = '551 - 600'
    601 - 650 = '601 - 650'
    651 - 700 = '651 - 700'
    701 - 750 = '701 - 750'
    751 - 800 = '751 - 800'
    801 - high= '801 and Above';
run;
quit;

%Macro scoreRange();

  %if &_MM_ScoreCodeType = %str(SAS Program) %then
    %do;
       %let _MM_OutputDS=work.scoreresult;
       %inc &_MM_Score;
    %end;
  %else
    %do;
       data work.scoreresult;
       set &_MM_InputDS;
       %inc &_MM_Score;
       run;
    %end;

  data work.scoreresult2;
    set work.scoreresult;
    keep score;
    if &_MM_PosteriorVar =. then delete;
    score = int (((1-&_MM_PosteriorVar) * 480) + 350 + 0.5);
  run;

  proc freq data=work.scoreresult2;
    table score/out=scoresummary;
    format score score.;
    title 'Credit Score Range';
  quit;

  proc gchart data=work.scoresummary;
    hbar score / sumvar=count discrete;
    title 'Credit Score Range';
  run;
  quit;
%Mend scoreRange;

/*   Reporting section */

ods listing close;

%getModelInfo(0);

/* Define libref and data source for _MM_InputDS */
libname MMLib 'C:\SMM141Tutorials\Data';
%let _MM_InputDS=MMLib.DELINQUENCY_SCORING_INPUT;

%scoreRange();
%closeLibsAndFiles();

%MM_ExportReportsEnd;

SAS Program File for Macro Variables

The file ScoreRangeMacro.sas contains only a comment in it because macro variables are not used in the report code:

/* ScoreRangeMacro.sas empty file   */

Report Template XML File

Here is the report template XML file for the user-defined Score Range report:

<?xml version="1.0" encoding="UTF-8" ?>
<ReportTemplate 
	name="Score Range Report" 
	type="UserDefinedReport"
	displayName="Score Range Report" 
	description="Score Range Report"
	>
	<Report>
		<Data datasetName=""/>
		<Models expectedModelType="ANALYTICAL" 
           requiredNumberOfModels="1" level="VERSION">
		</Models>
		<SourceCode>
			<PreCode filename="ScoreRangeMacro.sas"/>
			<Code filename="ScoreRange.sas"/>
		</SourceCode>
		<Output format="PDF" filename="ScoreRange"/>
	</Report>
	<Parameters>
	</Parameters>
</ReportTemplate>

Score Range Report Output

The Credit Score Range graph is one of the output pages in the PDF report output.

User-Defined Reports