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In the Commit Journal workspace, you can review performance calculation return data in customized views and work with the underlying data.  

The Ribbon

The Commit Journal ribbon provides you with a set of workspace tools that are organized under three tabs:

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

Home tab of Commit Journal ribbon

Group

Control

Description

Manage

Create New

Creates an on-screen display of performance calculation data.


Edit

Edits the criteria of an existing view.


DuplicateDuplicates 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 OwnershipEnables you, as the owner of a view, to give a new owner the right to edit, publish, and transfer ownership.

PublishEnables you, as the owner of a view, to provide users and groups read-only access to a view's filter criteria and results.
Commit JournalSubmit ViewSubmits an SQL query to retrieve performance calculation data into a workspace.

Approval WizardEnables you to change the status of more than one entity across a date range you specify.

Status Audit JournalEnables you to create a customized audit trail that records the history of a return status for particular funds, dates, and frequency.

Appserver LogAllows you to view the Application Server log of operations recorded for your current session.
CalculationsSubmit CalculationEnables you to submit a performance calculation after you make changes.

Submit Calc w/ OverrideEnables 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.
MigrationMigrate Enables you export or import a view from one environment to another.

Cart Provides options to Add to Cart, View Cart, and Migrate cart.
DistributionPrintProvides options for Print and Print Preview.

ExportProvides options to export to Excel (Office XML), Excel (CSV), and Text.

EmailOpens a dialog box for entering email addresses and choose type of export.
ClipboardCutDeletes a selected entry.

CopyCopies the selection to the clipboard.

PastePastes the contents of the clipboard.
ToolsFindEnables 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.

RefreshRefresh ScreenAllows you to update the screen after you made changes.

Refresh CacheAllows 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.

Results Tools tab of Commit Journal ribbon

Group

Control

Description

Settings

Page Setup

Allows you to set Page, Margins, and Header/Footer specifications for a Performance Calculation report.

ManageMetadata MaintenanceOpens the General Reporting module in a new workspace where you can set the parameters for a Performance Calculation report.
Maintain DataClient Side CommitManually 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 LevelsOpens 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 CalculationResubmit Performance CalculationEnables 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 InformationShow Entity InformationOpens the Portfolio Data Center in a new workspace, where you can view entity details and perform other actions, with the required authorization.
Report View SettingsFontOpens the font options dialog box.

FormatOpens the formatting options dialog box.

Column HeadingOpens the column heading dialog box to allow you to rename the name of a selected column.

AlignmentEnables you to choose left, right, or center alignment for a selected column.

Save View SettingsSaves the settings you selected when customizing a view.

Reset View SettingsRestores the original settings of a view.
Save AsSave AsEnables 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 ColumnsKeeps the first column or the selected column visible while scrolling through the remaining data columns.

Unfreeze PanesUnlocks all columns, enabling you to scroll through the data.

Fit toEnables you to resize the column width to fit the size of the headers or the data.
GroupingGroup byGroups the grid by a column.

UngroupUngroups all columns.

Show Group by PaneEnables you to view groups by pane.

Expand AllExpands all rows in the grid.

Collapse AllCollapses all rows in the grid.
Sort and FilterAscendingSorts data in ascending order.

DescendingSorts data in descending order.

CustomEnables 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. 

FindFindEnables 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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