This section provides information on the Maintain Views function, which allows you to create and maintain views in Client Reporting. A view is a window or dialog box that has been customized to meet the needs of your unique processing environment. For example, a view allows you to customize the columns and fields that are displayed and define how data is grouped, sorted, and filtered. Views are stored in the CR_VIEW table in the RULES database.
Topics Covered in This Section
Work With the Maintain Views Window
Create New Views
Maintain Views
Sort and Group Columns
Grid Settings and Filters
Customize Field Values
Configure Views
Work With the Maintain Views Window
To access the Maintain Views window.
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Reporting in the Start Search text box.
Click the Reporting Center link to access the Reporting Center component.
You see the Client Reporting workspace.Open the Client Reporting folder, and double-click the Administrative folder.
You see the Client Reporting options.Double-click Maintain Views.
You see the Maintain Views window.
The Maintain Views window displays options for creating, editing, publishing, and restricting views. Click a link or right-click a view and select an option from the popup menu. Right-clicking a column header displays a popup menu with options for sorting columns in ascending/descending order and grouping columns. A description of each option on the Maintain Views window follows.
Option | Description |
Show in Groups | Right-click a column header to select this option. Select to display columns in groups. |
Sort Multiple Columns | Right-click a column header to select this option. Use this option to determine which columns are available for grouping. |
Filters | Show All Custom Views. Displays views that are accessible to you through your Business Group. This option is also available when you right-click the Maintain Views window. Show Only My Custom Views. Displays the views you own. This option is also available when you right-click the Maintain Views window. Current Filters. Displays the Filter Maintain Views dialog box, which allows you to filter your views. |
Maintain Views | This menu displays a list of the other Client Reporting functions you can access from this window, such as Maintain Batches, Batch Status, Batch Status and Control, Custom Distributions, Maintain Approvals, and Approval Status. |
Configure | Click to display the Configure dialog box, which allows you to filter views by scope and update date, control the number of items displayed on the page, set a start up view, save your most recent settings, enable the troubleshooting page, and reset all settings. |
Quick Links | The following options are available from this menu: Clients. Displays the Clients dialog box, which allows you to create, edit, and view clients. Date Rules. Displays a popup that allows you to find, create, view, edit, copy, and delete date rules for a specified time frame. Field Attributes. Displays a popup that allows you to perform certain actions on field attributes find, create, view, edit, copy, and delete. Actions depend on the set of field attributes you are accessing, such as cash, entity, dictionary, holding, and security. Application Server Log. Displays the PACE Application Server Log dialog box, which you can use to view, save, and email log files with information about Client Reporting processes. Refresh Cache. Displays the Refresh Cached Data dialog box, which allows you to refresh reference code fields for the local client or remote server. |
Search | You can perform a text search or use the Search menu. To perform a text search, enter the text or string in the Search field, located next to the Search menu and click Enter. Client Reporting searches through the information on the Maintain Views window for a match. If a match is found, the row is highlighted. To use the Search menu, click the arrow next to the Search link. The Search menu displays the standard Windows Find dialog box. |
Create | Click to create a new view. This option is also available when you right-click on the Maintain Views window. |
Edit | Click to edit an existing view. This option is also available when you right-click on the Maintain Views window. |
View | Click to view existing views. This option is also available when you right-click on the Maintain Views window. |
Delete | Use to delete one or more views and purge data in tables. This option is also available when you right-click on the Maintain Views window. |
Copy | Use to copy a view. This option is also available when you right-click on the Maintain Views window. |
Publish | Allows you to make a private view public. This option is also available when you right-click on the Maintain Views window |
Restrict | Allows you make a public view private. This option is also available when you right-click on the Maintain Views window |
Click to display the Print dialog box, which allows you to print the list of batches on the Maintain Views window | |
Refresh | Select to refresh the data on the Maintain Views window, including search criteria. |
Show Only My Custom Views | Click to display only your custom views. |
Show All Custom Views | Click to display all custom views |
Create New Views
To create a view:
Click the Create link on the Maintain Views window.
You see the Create New Custom View dialog box.
Enter a name for the view in the Name field.
Add any relevant comments in the Comments field.
Select the columns, table names, and field names in the Select Columns section.
Double-click the selected field or click the Add arrow to add the field to the view. You can remove a selected field by highlighting the field and clicking the Remove arrow. To change the order of the selected fields, use the Move up and Move down icons. Use the Search icon to locate a particular field in the Select Columns section of the dialog box.Use the Sort Columns, Group Columns, Settings, and Filters links at the bottom of the window to sort or group the columns and apply additional settings and filters.
Click OK.
Maintain Views
There are a number of options that allow you to maintain views, including editing, copying and deleting.
Edit a View
To edit a view:
Select a view on the Maintain Views window.
Click the Edit link.
You see the Edit Custom View dialog box.
Select the columns, table names, and field names in the Select Columns section.
Either double-click the selected field or click the Add arrow to add the field to the view. You can remove a selected field by highlighting the field and clicking the Remove arrow. To change the order of the selected fields, use the Move up and Move down icons. Use the Search icon to locate a particular field in the Select Columns window.
Use the links at the bottom of the window to sort or group the columns and apply additional settings and filters.
See About Sorting and Grouping Columns and About Grid Settings and Filters for detail.
Click OK.
Copy a View
To copy a view, select the view you want to copy on the Maintain Views window, right-click and select Copy Custom View from the popup menu. The Copy View dialog box appears.
Copy View Dialog Box
Enter a new name for the view and click OK.
Delete a View
To delete one or more views, select the views you want to delete on the Maintain Views window and click the Delete link. You see the Delete View message.
Delete View Message
Click Yes to delete the selected views.
Sort and Group Columns
A number of links on the Create New/Edit View dialog box allow you to sort and group columns in the view.
Sort Columns
To sort columns in the view, click the Sort Columns link on the Create New/Edit View dialog box. The Select Columns to Sort dialog box appears.
Select Columns to Sort Dialog Box
Use the Add, Remove, Move Up and Move Down links to select and sort the columns and click OK.
Group Columns
To group columns in the view, click the Group Columns link on the Create New/Edit View dialog box. You see the Select Columns to Group dialog box.
Select Columns to Group Dialog Box
Use the Add, Remove, Move Up and Move Down links to select and group the columns and click OK.
Grid Settings and Filters
Change Grid Settings
To change the grid settings for a view, click the Visual Settings link on the Create New/Edit View dialog box. You see the Customize View dialog box.
Customize View Dialog Box
A description of options on this dialog box follows.
Option | Description |
Current Settings | Indicates the setting currently in use. |
Layout | HTML Layout. Displays the window in a web format. Show Gridlines. If the Show Gridlines check box is enabled, the grid lines appear in the windows. |
Data Selection | Mode. Determines how the selected item is highlighted or identified. Focus. Determines whether only the selected cell or the entire row is highlighted when an item is selected in the view. Highlight Selection. Select this check box to highlight the selection. Right-click to change the highlight color. |
Columns | Determines the horizontal spacing of the column data. Fit to Window. Expands the selected columns to fill the entire width of the window. Best Fit. Reduces the width of the columns to just fit the width of the displayed data. Best Fit with extra spaces. Resizes the columns to match the width of the displayed data while adding some extra space for display purposes. |
Fields – The Customize View Settings
Define Filters
To add a filter to the view, click the Filters link on the Create New/Edit View dialog box. You see the Define Filters dialog box.
Define Filters Dialog Box
All of the columns in the tables that have been selected for the view are displayed in the Available Filters section. The data type is displayed in the left most column.
Double-click a field to add it to the Selected Filters section. Then, select an operator to define the filter. The available operators are equal to, not equal to, greater than, equal to and greater than, less than, and less than and equal to. Next, select the value. If the filter should reference more than one value, apply the appropriate connector and repeat the previous steps.
Use the Show Fields link to populate the Available Filters section if you want the filter to compare values from two different columns.
Customize Field Values
You can customize certain field values on the Edit View dialog box via field attributes, codes, and code values.
View Schedule Information
The Edit View Dialog Box displays the SCHEDULE_DEF and SCHEDULE_QUEUE tables from the PACE_MASTERDBO database. These tables allow you to create a view that shows scheduled batches along with their scheduled start and stop times.
Edit View Dialog Box
To include fields from either of these tables, a join is required from the Client Reporting tables to the Schedule tables. Click the Filters link to define the join. You see the Define Filters dialog box.
Define Filters Dialog Box
Select the first field for the join from the Select Field column and add it to the Selected Filters section by double clicking on the field. Then, select an operator. Use the Show Fields link to populate the Select Field column with the list of available fields to be used for the second half of the join.
If a multi-level join is required, select a connector and repeat the preceding process to add the second level.
Customize Column Values of Custom Views
If you select a custom view, you can customize certain column values. Some of these columns include batch status, approval type, approval expiration, approval stage, and approval status. By default, a short description of these values is displayed in a custom view.
To add long descriptions for these columns:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Add Code in the Start Search text box.
Click the Add Code Category (ETL Center) link to access the ETL Center component.
Create a code to house the code values.
The code type value has no impact on this process.
Add code values with a source of Eagle PACE.
The following table contains a list of possible long descriptions for code batch status values.
Value | Status |
A | Pending Approval |
C | Completed |
D | Deleted (Batches with this Status are hidden from the Status window) |
E | Failed |
L | Cancelled |
N | New |
P | Ready to Distribute |
Q | Sending or Distributing |
R | Ready to Run |
S | Skip |
X | Executing or Running |
Code Types
The following table contains a list of possible long descriptions for batch type values.
Value | Status |
C | Client |
E | Entity |
Batch Types
The following table lists approval type values:
Value | Status |
B | Batch Level Approval |
C | Client Level Approval |
D | Dynamic Approval |
E | Entity Level Approval |
Approval Types
The following table lists approval expiration values.
Value | Status |
B | Every Batch Run |
M | Monthly |
Approval Expiration Values
The following table lists approval stage values.
Value | Status |
A | After Run (or Post Imaging) |
B | Before Run (or Before Imaging) |
D | Post Distribution (or After Distribution) |
Approval Stage Values
The following table lists approval status values.
Value | Status |
0 | Approved |
1 | Pending |
2 | Rejected |
Approval Status Values
Create a field attribute that points to the appropriate database, table, and column name.
In the Reference Code field, select the code created in step 1. The Source field should be NULL and the Type field should be Character Numeric.
Refresh the code values cache.
Apply a Custom View With a Grouping Column
When a custom view with a grouping column is applied, the grouping column label is displayed above the grouping value to indicate the field used to group the data. Beneath the bold grouping label are listed the values contained in that grouping level. If the custom view contains more than one grouping column, each level displays the appropriate label.
Custom View Grouping Labels
Assign Custom Views to Internal Views
Client Reporting allows you to assign custom views to the internal view. For example, you can select the Maintain Approvals window and display the custom version instead. To assign custom views to the list of internal views use the Customize View link or right-click your menu and select Filter Custom Views from the popup menu. Select the custom view you want to apply from the Custom View drop down list when the internal view is selected. The custom view is applied the next time the internal view is selected. The name of the custom view is displayed instead of the name of the internal view.
You can use the Configure link to reset the internal view to the original view.
Configure Views
To configure views using the Configure dialog box in the Maintain Views window:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Maintain Views in the Start Search text box.
Click the Maintain Views (Reporting Center) link to access the ETL Center component.
You see the Maintain Views window.
Click the Configure link on the Maintain Views window.
You see the Configure dialog box.
On the Maintain Views tab you configure settings for the views displayed on the Maintain Views window.
Configure Dialog Box - Maintain Views Tab
A description of the options on the Maintain Views tab follows.
Value | Status |
Use this Custom View | Select a custom view for display, if defined. |
Filter View by Update Date | Filter views on the Maintain Views window by update date. |
Filter Views by Scope | Filter private views and public views on the Maintain Views window. |
Show only my views | Select this check box to check box to display only your views on the Maintain views window. |
Page Size | Specify how many items you want to display per page |
Fields - Configure Dialog Box - Maintain Views Tab
Click General to display the General tab. The General tab has a number of settings that apply to all Client Reporting functions. See Figure 99: Configure Dialog Box - General Tab.
Configure Dialog Box - General Tab
A description of each option on the General tab follows.
Option | Description |
Use this as Startup View | Specify which window you want to view on start up. |
Client Identification | The Client ID and Client Display Name check boxes allow you to display the client ID and client name on windows for identification purposes. |
Display contacts using this color | Click this link to select a color to use when displaying contacts. |
Select an Additional Client column | Select additional client related columns to display. |
Save most recent settings when closing | Select this check box to automatically save your most recent settings when you log out of the Client Reporting |
Enable the diagnostics feature for troubleshooting | Select this check box to display the Troubleshooter window. |
Reset All Settings | Click to reset your saved preferences, including window filters and sort settings, grid control settings, and default view settings. |
Fields - Configure Dialog Box - General Tab
Purge the Client Reporting Tables
You can use a Purge procedure to delete data from the Client Reporting tables. This helps to reduce the size of the PACE_MASTER database while allowing the Client Reporting windows to respond more quickly with less data to process. To run the Purge procedure, you must first create an Event. The Event should have an Engine Type of Data Export, reference the Eagle PACE Source, and include the Eagle Purge Procedures Feed.
The following tables are purged by this procedure:
PACE_MASTERDBO.CR_BATCH
PACE_MASTERDBO.CR_BATCH_DETAIL
PACE_MASTERDBO.CR_APPR_STATUS
PACE_MASTERDBO.CR_APPR_STATUS_COMMENTS
PACE_MASTERDBO.CR_APPR_STATUS_HIST
PACE_MASTERDBO.CR_APPR_STATUS_XREF
PACE_MASTERDBO.ADV_RPT_RESULTS
When running the Purge event, the Exporter Parameters section should specify the effective dates for which the Client Reporting data is to be purged.
Purge Procedure – Running Event
Add Comment