...
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Reporting in the Start Search text box .Click and click the Reporting Center link to access the . Or click All Programs and select Reporting Center component.
You see the Client Reporting workspace.Open the Client Reporting folder, and double-click the Administrative folder to see the Client Reporting options.
Double-click Batch Status.
You see the Batch Status window.
...
Batch Status Window
The Batch Status window displays the name of the batch, advanced report profile, status, effective date, due date, create date, start and end dates, and duration.
...
To display summary and package level details for the selected batch in the Batch Status window, click the Show Batch Details link at the bottom of the Batch Status window. Or
...
right-click and select Show Batch Details from the popup menu.
...
You see the batch details on the Packages tab.
To enlarge the batch details section, place your cursor on the horizontal scroll bar and drag the scroll bar to the correct height.
...
Batch details for the selected batch are displayed on two tabs:
Packages tab
...
: Displays the individual reporting packages in the batch in chronological order. Detail includes the entity/client name, status, number of runs, imaged report, Advanced Report Profile name, start and end dates, and duration.
...
Summary tab: Displays the batch status and number of entities/clients in the batch.
You will see a link to an imaged report
...
in the Report column when a package in the batch has progressed through the imaging stage of the workflow. Double-click the link to display the report in the Advanced Report Viewer. While reviewing the imaged reporting package, you have the option of converting it to another file format and changing the approval status.
Additionally, you can distribute one or more of the reporting packages ad hoc (manually). Select a package, right-click your mouse, and select Adhoc distribution from the popup menu.To update the package level information,
...
click the Refresh Batch Details link at the bottom of the window. The Refresh link at the top of the window only refreshes batch level information.
The Summary tab displays the batch status and the number of entities/clients in the batch.
...
| Info |
|---|
Batch details are also available when you select a batch on the Batch Status window and click the Review Batch link. |
Additional options on the Batch Details tab are described in the following table.
Option | Description |
Hide Batch Details | Hides batch details. |
Sort Options | Show in Groups. To group columns, right-click a column header and select the Show in Groups option. Sort Multiple Columns. To determine which columns are available for grouping, right-click a column header and select Sort Multiple Columns. The Sort Multiple Columns dialog box shows which columns are available for grouping. You can also use it to sort multiple groups. |
Filters | The following filters help you manage your data: Current Filter(s). Displays the Filter Batch Status dialog box, which allows you to filter by status and date and control the number of items displayed on the page. Hide Batch Details. Hides package and summary level information for a selected batch from the Batch Status window. Show Batch Details. Displays package and summary level information for a selected batch on the Batch Status window. Refresh Batch Details. Refreshes the package level batch detail on the Batch Status window. |
Right-click Menu Options | These options help you manage your data: Show All Batches. Displays batches accessible to you through your business group. Show Only My Batches. Displays the batches you own. Show Starting Execution Batches. Displays batches ready for execution. Show Starting Execution (Pending Approval) Batches. Displays batches with pending approvals that are ready for execution. Show Executing Batches. Displays batches in the process of being executed. Show Starting Distribution Batches. Displays batches that are ready for distribution. Show Distributing Batches. Displays batches that are in the process of being distributed. Show Completing Batches. Displays batches that are in the process of being completed. Show Completed Batches. Displays batches that have completed processing. Show Failed Batches. Displays batches that have failed processing. Show Cancelled Batches. Displays batches that were cancelled during processing. Filter Batches. Displays the Filter Batch Status dialog box, which allows you to filter by status and date and control the number of items displayed on the page. |
Engine Locations | Click to display the Client Reporting Engine Locations dialog box, which displays a list of engines used by Client Reporting. It provides information on the engine location and if it is configured to run in a clustered environment. In a clustered environment, a concurrent value of Yes indicates the engine can run on any server. A value of No indicates the engine only runs on the Master server.  |
Configure Link | This link displays the Configure dialog box, which allows you to filter batches by status and date and control the number of items displayed per page. See Configure Batch Statusfor details. |
Quick Links Menu | This menu contains the following options: Clients. Displays the Clients dialog box, which allows you to create, edit, and view clients. Date Rules. Displays a popup that allows you to find, create, view, edit, copy, and delete date rules for a specified time frame. Field Attributes. Displays a popup that allows you to perform certain actions on field attributes, such as find, create, view, edit, copy, and delete. Actions depend on the set of field attributes you are accessing. Application Server Log. Displays the PACE Application Server Log dialog box, which you can use to view, save, and email log files with information about Client Reporting processes. Refresh Cache. Displays the Refresh Cached Data dialog box, which allows you to refresh reference codes for the local client or remote server. |
Search Menu | There are a variety of searches you can perform from the Search menu. For more information, see Show Batch Details Search Menu.. |
Change Due Date | Use this option to modify the due date of batches that you own. To use this option, select a batch, right-click, and select Change Due Date from the popup menu. |
View Batch’s Approvals | This option displays detail about the approvals that have been associated with the selected batch or the entities or clients in the batch. To use this option, select a batch, right-click, and select View Batch’s Approvals from the popup menu. |
View Batch’s Distributions | This option displays details about batch distributions. To use this option, select a batch, right-click, and select View Batch’s Distributions from the popup menu. See View Batch Distributions for details. |
Evaluate Workflow Events | This option evaluates all of the current batch and approval records in Client Reporting and, if necessary, updates the batch and approval statuses. |
Review Batch Link | This link displays the Review Batch dialog box, which allows you to view batch details for the selected batch. This option is also available when you right-click your mouse on the selected batch. The Review Batch dialog box displays two tabs: Summary and Packages. The Summary tab displays general batch information such as the batch instance number and name, Advanced Report Profile instance number and name, status, who last modified the batch, and the number of entities/clients in the batch. The Refresh link updates the batch information. The Packages tab displays the individual reporting packages within the batch in chronological order. Detail includes the entity/client name, status, number of runs, imaged report, Advanced Report Profile name, start and end dates, and duration. The Refresh link updates the package level information. The Search link displays the Find dialog box, which helps you locate package level information when a batch contains a large number of packages. |
Re-submit Batch | Select this link to display The Submit Batch dialog box, which allows you to resubmit a selected batch for processing. This option is also available when you right-click on the selected batch. |
Cancel Batch | This link displays the Cancel dialog box, which allows you to cancel a selected batch regardless of its current status or stage. |
Delete Batch | Select this link to delete one or more selected batches. This option is also available when you right-click on the selected batch. |
Batch Logs | Use this option to quickly locate, save, and analyze the PACE Server logs related to a batch. To use this option, select a batch, right-click, and select Batch Logs from the popup menu. |
This link displays the Print dialog box, which allows you to print the list of batches. | |
Refresh | Use this link to refresh batch level data on the Batch Status window, including search criteria. |
Submit Batch | Use this link to display the Submit Batch dialog box, which allows you to submit the selected batch on an ad hoc basis. This option is also available when you right-click your mouse on the selected batch. |
...
Search Menu
You can perform a simple text search or use the Search menu to search for information. To perform a text search, enter the text or string in the Search field, which is located to the right of the Search menu and click Enter. Client Reporting searches through the information on the Batch Status window for a match. If a match is found, the row is highlighted.
...