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Group | Control | Description |
|---|---|---|
Settings | Page Setup | Allows you to set Page, Margins, and Header/Footer specifications for a Performance Calculation report. |
| Manage | Metadata Maintenance | Opens the General Reporting module in a new workspace where you can set the parameters for a Performance Calculation report. |
| Maintain Data | Client Side Commit | Manually commits changed performance calculation data to the database. |
| Performance Returns | Enables you to edit performance returns and maintain a Performance Returns journal. | |
| Security Positions | Enables you add or edit a security position. You can also create a Security Returns Journal to maintain a record of updated data. | |
| Cash Activity | Allows you to maintain, add, edit, and delete cash activity and maintain a Cash Activity Journal. | |
| Show Levels | Opens a dialog box that informs you of the total number of levels in the report and allows you to specify the number of levels to display. | |
| Resubmit Performance Calculation | Resubmit Performance Calculation | Enables you to resubmit a performance calculation report after you make changes to performance returns. You can also resubmit performance calculation with different parameters without first downloading results. |
| Show Entity Information | Show Entity Information | Opens the Portfolio Data Center in a new workspace, where you can view entity details and perform other actions, with the required authorization. |
| Report View Settings | Font | Opens the font options dialog box. |
| Format | Opens the formatting options dialog box. | |
| Column Heading | Opens the column heading dialog box to allow you to rename the name of a selected column. | |
| Alignment | Enables you to choose left, right, or center alignment for a selected column. | |
| Save View Settings | Saves the settings you selected when customizing a view. | |
| Reset View Settings | Restores the original settings of a view. | |
| Save As | Save As | Enables you to save an Excel report in Raw or Custom format. When you select Custom format, you can save the Entire Report or the Displayed State. You can can also specify if you want to retain indentation, number format, alignment, and/or font. You can save the file to a specified location. |
Grid Tab
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. |