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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.
Click the Reporting Center link to access the Reporting Center component.
You see the Client Reporting workspace.Open the Client Reporting folder, and double-click the Administrative folder
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You see the Client Reporting options.Double-click Maintain Views.
You see the Maintain Views window.
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Maintain Views WindowThe Maintain Views window displays options for creating, editing, publishing, and restricting views. Click a link or right-click a view and select an option from the popup menu. Right-clicking a column header displays a popup menu with options for sorting columns in ascending/descending order and grouping columns. A description of each option on the Maintain Views window follows.
Option | Description |
Show in Groups | Right-click a column header to select this option. Select to display columns in groups. |
Sort Multiple Columns | Right-click a column header to select this option. Use this option to determine which columns are available for grouping. |
Filters | Show All Custom Views. Displays views that are accessible to you through your Business Group. This option is also available when you right-click the Maintain Views window. Show Only My Custom Views. Displays the views you own. This option is also available when you right-click the Maintain Views window. Current Filters. Displays the Filter Maintain Views dialog box, which allows you to filter your views. |
Maintain Views | This menu displays a list of the other Client Reporting functions you can access from this window, such as Maintain Batches, Batch Status, Batch Status and Control, Custom Distributions, Maintain Approvals, and Approval Status. |
Configure | Click to display the Configure dialog box, which allows you to filter views by scope and update date, control the number of items displayed on the page, set a start up view, save your most recent settings, enable the troubleshooting page, and reset all settings. |
Quick Links | The following options are available from this menu: 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 find, create, view, edit, copy, and delete. Actions depend on the set of field attributes you are accessing, such as cash, entity, dictionary, holding, and security. 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 code fields for the local client or remote server. |
Search | You can perform a text search or use the Search menu. To perform a text search, enter the text or string in the Search field, located next to the Search menu and click Enter. Client Reporting searches through the information on the Maintain Views 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. The Search menu displays the standard Windows Find dialog box. |
Create | Click to create a new view. This option is also available when you right-click on the Maintain Views window. |
Edit | Click to edit an existing view. This option is also available when you right-click on the Maintain Views window. |
View | Click to view existing views. This option is also available when you right-click on the Maintain Views window. |
Delete | Use to delete one or more views and purge data in tables. This option is also available when you right-click on the Maintain Views window. |
Copy | Use to copy a view. This option is also available when you right-click on the Maintain Views window. |
Publish | Allows you to make a private view public. This option is also available when you right-click on the Maintain Views window |
Restrict | Allows you make a public view private. This option is also available when you right-click on the Maintain Views window |
Click to display the Print dialog box, which allows you to print the list of batches on the Maintain Views window | |
Refresh | Select to refresh the data on the Maintain Views window, including search criteria. |
Show Only My Custom Views | Click to display only your custom views. |
Show All Custom Views | Click to display all custom views |
Fields – The Maintain Views Window
Create New Views
To create a view:
Click the Create link on the Maintain Views window.
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