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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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Working with Views
There are a number of options that allow you to maintain views, including editing, copying and deleting.
Edit a View
To edit a view:
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.
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See About Sorting and Grouping Columns and About Grid Settings and Filters for detail.
Click OK.
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To copy a view
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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.
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You see the Copy View dialog box appears.
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Enter a new name for the view and click OK.
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To delete a
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view:
Select the view you want to delete on the Maintain Views window and click the Delete link.
You see the Delete View message.
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Delete View Message
Click Yes to delete the selected views.
Sort and Group Columns
A number of links on the Create New/Edit View dialog box allow you to sort and group columns in the view.
Sort Columns
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To sort columns
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:
Click the Sort Columns link on the Create New/Edit View dialog box.
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You see the Select Columns to Sort dialog box
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.
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Use the Add, Remove, Move Up and Move Down links to select and sort the columns and click OK.
Group Columns
To group columns
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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.
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Use the Add, Remove, Move Up and Move Down links to select and group the columns and click OK.
Grid Settings and Filters
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To change
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grid settings
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:
Click the Visual Settings link on the Create New/Edit View dialog box.
You see the Customize View dialog box.
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A description of options on this dialog box follows.
Option | Description |
Current Settings | Indicates the setting currently in use. |
Layout | HTML Layout. Displays the window in a web format. Show Gridlines. If the Show Gridlines check box is enabled, the grid lines appear in the windows. |
Data Selection | Mode. Determines how the selected item is highlighted or identified. Focus. Determines whether only the selected cell or the entire row is highlighted when an item is selected in the view. Highlight Selection. Select this check box to highlight the selection. Right-click to change the highlight color. |
Columns | Determines the horizontal spacing of the column data. Fit to Window. Expands the selected columns to fill the entire width of the window. Best Fit. Reduces the width of the columns to just fit the width of the displayed data. Best Fit with extra spaces. Resizes the columns to match the width of the displayed data while adding some extra space for display purposes. |
Fields – The Customize View Settings
Define Filters
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To define filters:
Click the Filters link on the Create New/Edit View dialog box.
You see the Define Filters dialog box.
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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.
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Double-click a field to add it to the Selected Filters section.
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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.
Customize Field Values
You can customize certain field values on the Edit View dialog box via field attributes, codes, and code values.
View Schedule Information
The Edit View Dialog Box displays the SCHEDULE_DEF and SCHEDULE_QUEUE tables from the PACE_MASTERDBO database. These tables allow you to create a view that shows scheduled batches along with their scheduled start and stop times.
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Edit View Dialog Box
To include fields from either of these tables, you must create a join is required from the Client Reporting tables to the Schedule tables as explained in the following procedure;
To create a join:
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.
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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.
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Select an operator.
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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.
Customize Column Values of Custom Views
If you select a custom view, you can customize certain column values. Some of these columns include batch status, approval type, approval expiration, approval stage, and approval status. By default, a short description of these values is displayed in a custom view.
To add long descriptions for these columns:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Add Code in the Start Search text box.
Click the Add Code Category (ETL Center) link to access the ETL Center component.
Create a code to house the code values.
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The code type value has no impact on this process.
Add code values with a source of Eagle PACE.
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The following table contains a list of possible long descriptions for code batch status values.
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Value
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Status
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A
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Pending Approval
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C
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Completed
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D
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Deleted (Batches with this Status are hidden from the Status window)
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E
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Failed
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L
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Cancelled
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N
Refer to the following tables for code value options.
Create a field attribute that points to the appropriate database, table, and column name.
In the Reference Code field, select the code created in step 1. The Source field should be NULL and the Type field should be Character Numeric.
Refresh the code values cache.
The following table contains a list of possible long descriptions for code batch status values.
Value | Status |
A | Pending Approval |
C | Completed |
D | Deleted (Batches with this Status are hidden from the Status window) |
E | Failed |
L | Cancelled |
N | New |
P | Ready to Distribute |
Q | Sending or Distributing |
R | Ready to Run |
S | Skip |
X | Executing or Running |
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The following table contains a list of possible long descriptions for batch type values.
Value | Status |
C | Client |
E | Entity |
Batch Types
The following table lists approval type values:
Value | Status |
B | Batch Level Approval |
C | Client Level Approval |
D | Dynamic Approval |
E | Entity Level Approval Approval |
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The following table lists approval expiration values.
Value | Status |
B | Every Batch Run |
M | Monthly |
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The following table lists approval stage values.
Value | Status |
A | After Run (or Post Imaging) |
B | Before Run (or Before Imaging) |
D | Post Distribution (or After Distribution) |
Approval Stage Values
The following table lists approval status values.
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Value
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Status
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0
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Approved
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1
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Pending
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2
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Rejected
Approval Status Values
Create a field attribute that points to the appropriate database, table, and column name.
In the Reference Code field, select the code created in step 1. The Source field should be NULL and the Type field should be Character Numeric.
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Distribution (or After Distribution) |
The following table lists approval status values.
Value | Status |
0 | Approved |
1 | Pending |
2 | Rejected |
Apply a Custom View With a Grouping Column
When a custom view with a grouping column is applied, the grouping column label is displayed above the grouping value to indicate the field used to group the data. Beneath the bold grouping label are listed the values contained in that grouping level. If the custom view contains more than one grouping column, each level displays the appropriate label.
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Assign Custom Views to Internal Views
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You can use the Configure link to reset the internal view to the original view.
Configure Views
To configure views using the Configure dialog box in the Maintain Views window:
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.
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Configure Dialog Box - Maintain Views Tab
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Complete the options on the Maintain Views tab
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Value | Status |
Use this Custom View | Select a custom view for display, if defined. |
Filter View by Update Date | Filter views on the Maintain Views window by update date. |
Filter Views by Scope | Filter private views and public views on the Maintain Views window. |
Show only my views | Select this check box to check box to display only your views on the Maintain views window. |
Page Size | Specify how many items you want to display per page |
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