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Option | Description |
Most Recent | Displays the most recently accessed or created rules and filters. The number of reports displayed here is determined in Configure. |
Report Rules | Defines the structure of a report. Report rules bring together field rules, grouping rules and source rules. See Report Rules for more information. |
Source Rules | Determines where a report gets its data. See Source Rules for more information. |
Field Rules | Determines what data is displayed in the report. See Field Rules for more information. |
Grouping Rules | Determines how data is organized in a report, and how subtotals are presented in a report. |
Fields | Lists the available field attributes. Each field attribute points to a specific column in the database. You must create a field attribute for each column you want to include in a report. |
Date Rules | Generates date parameters for a report. See Date Rules for more information. |
Performance Calculation Rules | Defines the structure of the performance returns report, and brings together field rules, grouping rules and source rules. There are two types of performance calculations rules: Composite Weighted Returns, and Performance Returns. See the Eagle Performance Calculation and Reporting Guide for more information on performance calculation rules. |
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Option | Description |
New | Select to either open the workspace or access a wizard to create a new report, depending on which mode you are in. |
Edit | Select to either open the workspace or access a wizard to edit an existing report, depending on which mode you are in. |
Copy | Select to copy a report. |
Delete | Select to delete a report. Only the owner of a report can delete it. |
Rename | Select to rename a report. |
Publish | Select to open the Publish Profile window. This option is only available if you are the report owner. |
Transfer Ownership | Select to move the ownership of a report or component to another user. This option is only available if you are the report owner. |
View | Select to display the details of the report. |
Show History | Select to display a list of users who modified this report and the date changes were made. |
Usage | Select to display other reports, packages and rules where the same report and underlying report components are used. |
Find on Page | Select to search for reports by name, type, subtype, owner, date or comments. |
Show Profiles with no schemas | Highlights the Profile Name in yellow if configured for a codeless exporter and no schema was configured. When a report is configured for a codeless exporter, it can be sent from PACE to another location. Once a report is configured for a codeless exporter, you cannot view it in PACE. See the Eagle PACE Uploader/Exporter Guide for additional details. |
Show Profiles with exporter options | Highlights the Profile Name in green if configured for a codeless exporter and a schema was configured. See the Eagle PACE Uploader/Exporter Guide for additional details. |
Migration | Select to export a report as an .egl file so you can import it into another environment. |
Submit | Select to send the report to the server to be run. |
Submit with Overrides | Select to submit the report to the server to be run with one time options that override the options stored in the report. |
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