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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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Select a report and click Save As.
Select a format from the Save as type drop down list.
Change the Approval Status
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Click the Approval Status link while reviewing a batch report in the Advanced Report Viewer.
Select one of the following options.
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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.
Complete the fields on the Batch Distribution dialog box as described in the following table.
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Select a batch on the Batch Status window and click Submit Batch.
You see the Submit Batch dialog box.
Complete the following fields on the Submit Batch dialog box.
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Select a batch on the Batch Status window,
Right-click, and select Batch Logs from the popup menu.
You see the View Batch Logs dialog box. The View Batch Logs dialog box displays the current batch and its current status, as well as the status of the packages contained within the batch. The Advanced Reporting and Concentration logs are listed for each package within the batch, whether the batch is created at the entity or client level. If a certain package has not reached the imaging stage, no logs are displayed for that package. Similarly, if the selected package has not yet reached the distribution stage, or the related clients are not configured to received distributed reports, no distribution logs are displayed for that package.
To save the logs, right-click and select Download from the pop-up menu.
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The Configure link on the Batch Status window displays the Configure dialog box.
Configure Dialog Box - Batch Status Tab
The Batch Status tab allows you to configure settings for the batch statuses displayed on the Batch Status window.
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Option | Description |
Use this Custom View | Select a custom view for display, if defined, from this list. |
Filter Batches by Status | Use this option to filter batches on the Batch Status window by status. |
Filter Batches by Date | Use this option to filter batches on the Batch Status window by date. |
Group Batches by Categories | Select this check box to group batches on the Batches Status window by category such as annual, monthly, or quarterly. Any category that does not contain a batch is hidden. If a batch does not have a category assigned to it the category column displays <unknown>. |
Page Size | Specify how many items you want to display per page. |
The Batch Status Tab
Configure Dialog Box - General Tab
The General tab in the Configure dialog box has a number of settings that apply to all Client Reporting functions.
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Option | Description |
Use this as Startup View | Specify which window you want to view on start up. |
Client Identification | The Client ID and Client Display Name check boxes allow you to display the client ID and client name on windows for identification purposes. The Display contacts using this color link allows you to display contacts in a different color for easy identification. The Select an additional Client column drop down list allows you to display additional client related columns. |
Save Most Recent Settings | Select this check box to automatically save your most recent settings when you log out of the Client Reporting. |
Reset All Settings | The Reset All Settings button resets your saved preferences, including window filters and sort settings, grid control settings, and default view settings. |
Configure Dialog Box -
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Print Options Tab
Use the Print Options tab in the Configure dialog box to control printing options.
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Configure Dialog Box - Print Options Tab
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A description of each option on the Print Options tab follows.
Option | Description |
Orientation | Select either Portrait or Landscape. |
Margins | Enter left, right, top and bottom print margins. |
Print Gridlines | Select this option if you want gridlines to print. |
Print column Headings | Select this option if you want column headings to print. |
Show Printer Selection Dialog Box | Select this option if you want a list of available printers to appear. |
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