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To submit a view:
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- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
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- You see the Commit Journal workspace displaying a list of available views in the right navigation.
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- Select a view.
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- Click Submit View on the ribbon. Or, double click the view.
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- You see the selected view in the workspace.
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Whether you are the owner or not, you can adjust how the view is displayed in the workspace. Creating groups and sub-groups or changing the arrangement of columns does not change the view itself.
The following are the view configuration options:
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- Group. Click a column header and drag it to the place labelled Drag a column here to group.
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- Sub-group. Click a second column header and drag it next to the first header.
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- Remove a group. Click the X next to the column header.
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- Collapse a group. Click the up arrow next to the group header.
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- Expand a group. Click the down arrow next to the group header.
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- Change column order. Select a column header and drag it to a new position.
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- Create default view. Click the Make this my default view check box.
– The next time you log on, you will see the results arranged according to your specifications.
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- Change column sort order. Click the column header to sort in descending or ascending order.
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You can use a variety of filters to find specific text in a view.
To find text in a view:
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- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
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- You see the Commit Journal workspace displaying a list of available views in the right navigation.
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- Select a view and click the Submit View icon on the ribbon.
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- You see the selected view in the workspace.
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- Click Find on the ribbon.
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- You see a search entry field.
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- Type text in the field.
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- You see the matching text highlighted in the view. This is the default option.
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- To change the search option click the down arrow next to the field.
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- Options include:
– Match Whole Word Only
– Match Case
– Highlight All
– Clear All Highlighting
– Show Matches Only
– Match Prefix
– Match Suffix
– Match in Select Column
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- Select an option.
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- You see the result in the view.
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You can print the contents of a view.
To print a view:
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- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
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- You see the Commit Journal workspace displaying a list of available views in the right navigation.
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- Select a view and click the Submit View icon on the ribbon.
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- You see the selected view in the workspace.
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- Click Print on the ribbon. Options include Print and Print Preview.
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- Select an option.
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- If you selected Print, you see the print dialog box.
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- If you selected Print Preview, you see the data in a separate window.
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- In the print dialog box select a printer and set other options as needed.
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- Click OK.
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You can export a view and save the data as a document in Office XML, CSV, or text format.
To export a view:
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- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
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- You see the Commit Journal workspace displaying a list of available views in the right navigation.
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- Select a view and click the Submit View icon on the ribbon.
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- You see the selected view in the workspace.
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- Click Export on the ribbon.
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- You see the selected view in the workspace.
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- Options include:
– Excel (Office XML)
– Excel (CSV)
– Text (TXT)
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- Select an option.
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- If you selected Office XML, you see the file open in Excel.
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- If you selected Text or CSV, you see a dialog box to save the file as a text or csv file.
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- Save the file.
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You can send an email of a view as an attachment in Office XML, CSV, or text format.
To email a view:
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- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
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- You see the Commit Journal workspace displaying a list of available views in the right navigation.
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- Select a view and click the Submit View icon on the ribbon.
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- You see the selected view in the workspace.
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- Click Email on the ribbon.
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- You see the Email dialog box.
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- Enter one or more email addresses. Separate multiple addresses with a semicolon (
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- ";").
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- Click Add.
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- You see the email addresses in the workspace. To remove an address, click the X next to the recipient.
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- Select an Attachment Format.
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- Options include:
– Excel (Office XML)
– Excel (CSV)
– Text (TXT)
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- Click OK.
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- You see a confirmation that the email is being processed.
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