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| Info |
|---|
| 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
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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