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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.
You see the Client Reporting options.Double-click Maintain Views.
You see the Maintain Views window.
The 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.
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Click the Create link on the Maintain Views window.
You see the Create New Custom View dialog box.
Enter a name for the view in the Name field.
Add any relevant comments in the Comments field.
Select the columns, table names, and field names in the Select Columns section.
Double-click the selected field or click the Add arrow to add the field to the view. You can remove a selected field by highlighting the field and clicking the Remove arrow. To change the order of the selected fields, use the Move up and Move down icons. Use the Search icon to locate a particular field in the Select Columns section of the dialog box.Use the Sort Columns, Group Columns, Settings, and Filters links at the bottom of the window to sort or group the columns and apply additional settings and filters.
Click OK.
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Select a view on the Maintain Views window.
Click the Edit link.
You see the Edit Custom View dialog box.
Select the columns, table names, and field names in the Select Columns section.
Either double-click the selected field or click the Add arrow to add the field to the view. You can remove a selected field by highlighting the field and clicking the Remove arrow. To change the order of the selected fields, use the Move up and Move down icons. Use the Search icon to locate a particular field in the Select Columns window.
Use the links at the bottom of the window to sort or group the columns and apply additional settings and filters. See About Sorting and Grouping Columns and About Grid Settings and Filters for detail.
Click OK.
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Select the view you want to copy on the Maintain Views window, right-click and select Copy Custom View from the popup menu.
You see the Copy View dialog box appears.
Enter a new name for the view and click OK.
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Click the Group Columns link on the Create New/Edit View dialog box.
You see the Select Columns to Group dialog box.
Use the Add, Remove, Move Up and Move Down links to select and group the columns and click OK.
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Click the Visual Settings link on the Create New/Edit View dialog box.
You see the Customize View dialog box.
A description of options on this dialog box follows.
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Click the Filters link on the Create New/Edit View dialog box.
You see the Define Filters dialog box.
All of the columns in the tables that have been selected for the view are displayed in the Available Filters section. The data type is displayed in the left most column. Double-click a field to add it to the Selected Filters section.
Select an operator to define the filter. The available operators are equal to, not equal to, greater than, equal to and greater than, less than, and less than and equal to. Next, select the value. If the filter should reference more than one value, apply the appropriate connector and repeat the previous steps.
Use the Show Fields link to populate the Available Filters section if you want the filter to compare values from two different columns.
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Select a view on the Maintain Views window.
Click the Edit link.
You see the Edit Custom View dialog box.
Click the Filters link to define the join.
You see the Define Filters dialog box.
Select the first field for the join from the Select Field column and add it to the Selected Filters section by double clicking on the field.
Select an operator.
Click the Show Fields link to populate the Select Field column with the list of available fields to be used for the second half of the join.
If a multi-level join is required, select a connector and repeat the preceding process to add the second level.
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From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Maintain Views in the Start Search text box.
Click the Maintain Views (Reporting Center) link to access the ETL Center component.
You see the Maintain Views window.Click the Configure link on the Maintain Views window.
You see the Configure dialog box.On the Maintain Views tab you configure settings for the views displayed on the Maintain Views window.
Complete the options on the Maintain Views tab.
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Value
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Status
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Use this Custom View
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Select a custom view for display, if defined.
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Filter View by Update Date
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Filter views on the Maintain Views window by update date.
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Filter Views by Scope
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Filter private views and public views on the Maintain Views window.
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Show only my views
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Select this check box to check box to display only your views on the Maintain views window.
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Page Size
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Specify how many items you want to display per page
Fields - Configure Dialog Box - Maintain Views Tab
Click General to display the General tab. The General tab has a number of settings that apply to all Client Reporting functions. See Figure 99: Configure Dialog Box - General Tab.
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Configure Dialog Box - General Tab
A description of each option on the General tab follows.
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Option
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Description
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Use this as Startup View
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Specify which window you want to view on start up.
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Client Identification
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The Client ID and Client Display Name check boxes allow you to display the client ID and client name on windows for identification purposes.
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Display contacts using this color
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Click this link to select a color to use when displaying contacts.
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Select an Additional Client column
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Select additional client related columns to display.
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Save most recent settings when closing
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Select this check box to automatically save your most recent settings when you log out of the Client Reporting
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Enable the diagnostics feature for troubleshooting
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Select this check box to display the Troubleshooter window.
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Reset All Settings
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Click to reset your saved preferences, including window filters and sort settings, grid control settings, and default view settings.
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Click General to display the General tab. The General tab has a number of settings that apply to all Client Reporting functions.
You see the Configure Dialog Box - General tab.
Complete the options on the General tab.
Purge the Client Reporting Tables
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