The Commit Journal ribbon provides you with a set of workspace tools that are organized under three tabs:
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 |
Results Tools Tab
The Results Tools tab is made available when you have results displayed in the workspace.
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
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. |
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