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| Info |
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| Controls become active in the context of activity on the screen. Icons on the ribbon are grayed out when the function is not operational. |
Home Tab
Home tab of Commit Journal ribbon
Group | Control | Description | |
|---|---|---|---|
Manage | Create New | Creates an on-screen display of performance calculation data. | |
Edit | Edits the criteria of an existing view. | ||
| Duplicate | Duplicates a published view when you are not the view's owner. | ||
| Delete | Deletes a view that you own. | |
Rename | Renames a view that you own. | ||
| Transfer Ownership | Enables you, as the owner of a view, to give a new owner the right to edit, publish, and transfer ownership. | ||
| Publish | Enables you, as the owner of a view, to provide users and groups read-only access to a view's filter criteria and results. | ||
| Commit Journal | Submit View | Submits an SQL query to retrieve performance calculation data into a workspace. | |
| Approval Wizard | Enables you to change the status of more than one entity across a date range you specify. | ||
| Status Audit Journal | Enables you to create a customized audit trail that records the history of a return status for particular funds, dates, and frequency. | ||
| Appserver Log | Allows you to view the Application Server log of operations recorded for your current session. | ||
| Calculations | Submit Calculation | Enables you to submit a performance calculation after you make changes. | |
| Submit Calc w/ Override | Enables you to submit a performance calculation with different parameters. | ||
| View Download | Enables you to view the calculation results for a performance calculation report or review the calculation results for a specific entity. | ||
| Migration | Migrate | Enables you export or import a view from one environment to another. | |
| Cart | Provides options to Add to Cart, View Cart, and Migrate cart. | ||
| Distribution | Provides options for Print and Print Preview. | ||
| Export | Provides options to export to Excel (Office XML), Excel (CSV), and Text. | ||
| Opens a dialog box for entering email addresses and choose type of export. | |||
| Clipboard | Cut | Deletes a selected entry. | |
| Copy | Copies the selection to the clipboard. | ||
| Paste | Pastes the contents of the clipboard. | ||
| Tools | Find | Enables you to search the current view with options to set the search parameters. | |
| View Row | Opens a dialog box with the contents of the selected row displayed vertically. | ||
| Refresh | Refresh Screen | Allows you to update the screen after you made changes. | |
| Refresh Cache | Allows you to manually refresh the cache if you made changes. If you made no changes, the Refresh button is grayed out |
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Results Tools tab of Commit Journal ribbon
Group | Control | Description | |
|---|---|---|---|
Columns | Columns | Hides and enables columns in the grid. | |
| Freeze Columns | Keeps the first column or the selected column visible while scrolling through the remaining data columns. | ||
| Unfreeze Panes | Unlocks all columns, enabling you to scroll through the data. | ||
| Fit to | Enables you to resize the column width to fit the size of the headers or the data. | ||
| Grouping | Group by | Groups the grid by a column. | |
| Ungroup | Ungroups all columns. | ||
| Show Group by Pane | Enables you to view groups by pane. | ||
| Expand All | Expands all rows in the grid. | ||
| Collapse All | Collapses all rows in the grid. | ||
| Sort and Filter | Ascending | Sorts data in ascending order. | |
| Descending | Sorts data in descending order. | ||
| Custom | Enables you to create multiple custom sorts for the grid. | ||
Custom Filter | Enables you to create custom filters for the grid. | ||
| Clear Filters | Enables you to create custom filters for the grid. | |
View | Show | Displays row numbers and vertical gridlines. | |
Compare | Enables you compare two or more rows by displaying your selections in a dialog box with options for highlighting differences in the data. | ||
| Find | Find | Enables you to find data in the workspace. | |
Refresh | Refresh | Refreshes the results in the workspace. | |
Settings | Restore Defaults | Clears custom settings that were applied to the grid. |