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From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Reporting in the Start Search text box and click the Reporting Center link. Or click All Programs and select Reporting Center. 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. 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.
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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.
To use the Search menu, click the arrow next to the Search link.
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The Search menu displays the options described in the following table.
Option | Description |
Search for client batches | Searches for client batches that meet the specified criteria. The search is applied down to the package level. For example, if you are searching for all clients with a client type value of Contact, the Batch Status window will display batches that contain at least one client that meets the specified criteria.  The drop down list at the top of the Search for Client Batches dialog box includes field attributes defined against the CLIENT table. If the selected field is associated with a reference code, the code values are displayed in the drop down list. Otherwise, the lower box is a standard data entry field. You can configure the search criteria to look for a specific value using the EQUAL connector, a string of values using the IN connector, or a near match on a specific value using the LIKE connector. |
Search for entity batches | Searches for entity batches. Displays the Search for Entity Batches dialog box, which searches for entity batches that meet the specified criteria. The search is applied down to the package level.For example, if you are searching for all entities with an Entity Type of Composite, the Batch Status window will display batches that contain at least one entity that meets the specified criteria. The drop down list at the top of the Search for Entity Batches dialog box includes field attributes defined against the ENTITY table. If the selected field is associated with a reference code, the code values are displayed in the lower drop down list. Otherwise, the lower box is a standard data entry field. |
Search for Clients | Searches the database for clients that meet the specified criteria. Click Define search result fields to display the Configure Fields dialog box. On this dialog box, you define the columns on the Clients dialog box which are displayed when you execute the search. You control the order of the fields using the Move Down and Move Up links. When you click OK, you return to the Search for Clients dialog box.  |
Search for Clients - Advanced Search | Provides a more complex search for clients.  The Name section displays field attributes that are defined against the CLIENT table. If the selected field contains a reference code, the lower right corner displays the code values. Use the fields, code values, and arguments in the keypad to define the client search criteria. |
Search for Entities | Searches the database for entities that meet the specified criteria. Use the fields, codes, and connectors on the dialog box to define the search criteria.  Click Define Search Result Fields to display the Configure Fields dialog box and define the columns on the Entities dialog box, which is displayed when you execute the search. Click Define Advanced Search Criteria for a more complex search. |
The Search Menu
View an Imaged Reporting Package
When a package in the batch has progressed through the imaging stage of the workflow, the Report column on the Packages tab of the Review Batch dialog box displays a link to an imaged report.
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Double clicking click the link displays to display the report in the Advanced Report Viewer.
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While viewing the report, you can convert it to a Power Point or HTML format . See as described in the following section, Convert Imaged Reports to Another Files File Format for details.
Convert Imaged Reports to Another File Format
You can convert imaged reports to a variety of other file formats, including Power Point and HTML. The embedded version of HTML better handles reports that include logos or other image files.
To convert an imaged report to another file format
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Select a report
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and click Save As
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Select a format from the Save as type drop down list.
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Change the Approval Status
While reviewing an imaged reporting package, you have the option of changing the approval status.
To change the Approval Status:
Click the Approval Status link while reviewing a batch report in the Advanced Report Viewer.
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Select one of the following options.
View Batch’s Approvals. Displays approvals from the current batch. This allows you to view the entire workflow for the current batch. Any date filter settings on the main Approval Status window are applied.
View Package’s Approvals. Displays approvals from the current package. This allows you to view the workflow for the entity or client contained within the package currently being viewed. Only approvals defined at the entity or client level are displayed. Any date filter settings on the main Approval Status window are applied.
View Package’s Next Pending Approval. Displays next approval for the selected client or entity. If more than one approval record exists or more than one approval exists at the next order value, all are displayed. Any date filter settings on the main Approval Status window are applied.
Distribute Reporting Packages Ad Hoc
To distribute a reporting package ad hoc (manually):
Click Review Batch.
You see the Review Batch dialog box.Select the Packages tab and select the completed batch that you want to distribute. Click Adhoc distribution.
You see the Batch Distribution dialog box.
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Complete the fields on the Batch Distribution dialog box as described in the following table.
Option | Description |
Distribution Type | Select how you want the batch to be distributed from the options on the drop down list. |
Value | Specify a value. |
View Types | Determines who receives the distributed batch. |
Submit the Engine at Log Level | Allows you to override the batch log level. A more detailed log is generated without requiring the log level to be changed at the PACE Server level, or for the PACE Servers to be recycled to generate more detailed logs. The log level override value applies to any Advanced Reporting, Concentration, or Distribution engines submitted by the current instance of the Client Reporting batch engine. |
Submit as Scheduled | Submits the distribution as a scheduled event. When enabled, it allows the request to be run on a PACE Server dedicated to scheduled events and an ADHOC PACE Server in a cluster to be avoided. |
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Submit an Ad Hoc Batch
Users who are not granted permission to use the Maintain Batches window can be granted permission to submit batches using the Batch Status window.
To submit a batch on an ad hoc basis:
Select a batch on the Batch Status window and click Submit Batch.
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You see the Submit Batch dialog box
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Complete the following fields on the Submit Batch dialog box.
Option | Description |
Report Start Date Report End Date | Select the check box and specify a value for the Report Start Date and Report End Date. Or use the default Report Start Date. The Report Start Date check box is designed to support off-period report processing. The specified report start/end dates determine which package is submitted. It works with any date rule that is specified in the underlying Advanced Report and Advanced Report Profile to determine the start and end date of the reporting package. |
Select a Due Date | Specify the date the batch should be completed. |
Submit the Engine at Log Level | Allows you to override the batch log level. A more detailed log is generated without requiring the log level to be changed at the PACE Server level, or for the PACE Servers to be recycled to generate more detailed logs. The log level override value applies to any Advanced Reporting, Concentration, or Distribution engines submitted by the current instance of the Client Reporting batch engine. |
Submit as Scheduled | Submits the ad hoc batch as a scheduled event. Two edit checks are included in the submission process. If the batch has already been submitted with the same effective date a warning message appears. You can ignore the warning and submit the batch again with the same date. |
Run this event at High Priority | Runs the event at a higher priority. |
Fields – Submit Batch Dialog Box
To Re-Submit a Batch
Open the Batch Status window.
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Click the Re-Submit Batch link
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You see the Re-Submit Batch dialog box
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Select a batch to submit
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for a subsequent run.
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Re-Submit Batch Dialog Box
If a batch was created for more than one entity or client, you can re-submit it based on the status of the detail records. If there are approvals associated with the batch being resubmitted, a new approval record is not created. Clear the All check box to re-select package status values.
Click OK.
Cancel a Batch
Cancel a batch on the Batch Status window by selecting a batch and clicking Cancel Batch. You see the Cancel dialog box, where you can cancel the selected batch, regardless of its current status or stage.
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