Report Results
- Becky Weinberg (Unlicensed)
- Pamela Totas (Deactivated)
Report results and status are displayed in the Status Queue on the Reports Explorer window. Report status includes Running, Completed, and Failed.
View a Completed Report
Complete the following procedure to view a completed report:
Click the Results tab.
Select the report from either the Most Recent or the Report Type folder, such as position or single period.
In the Results Explorer window, you see either the Report failed icon, or Report succeeded icon next to the report name.If the report failed, double-click the report name for more information.
You see a failed report message.
Results Toolbar Quick Reference
You can use the Results toolbar to modify and customize reports. The Results toolbar appears at the bottom of an open Eagle PACE report. Some options or icons are only available when you select a column or cell. The icons are described in the following sections.
Icon | Definition |
Explode | Expands or collapses the report to a specific level or all existing levels. The number of report levels are displayed in the Explode dialog box. Select a level. Level 1 is the highest level, referred to as the Total level. The lowest level is the Security Level. To collapse levels, click Explode, enter the number of levels to collapse the report to, such as two and select OK. The report collapses to two levels. |
Prints a report. | |
Page Setup | Customizes the page layout before you print the report. You can select printer orientation, scale the document, set margins and configure headers and footers. On the Header/Footer tab, you set the font size, style and text of the header and footer of the printed report. You can modify these settings by changing the text in the Header and Footer fields. On the Margins tab, set the non-printing top, bottom, left and right margins, specified in inches and orient the pages either horizontally or vertically. You can also choose to print only in black and white, include row headings or column headings in the printed report. You can also scale the printed report, by fitting the report in a specified number of pages in width and height, along with a scaling percentage between 10 and 400 percent |
Save
| Saves the report to a specific location. |
Find | Finds an item in the document. You can search based on columns or grouping. Levels that are not expanded are not searched. To search the entire report, click Explode to completely expand the report. When a match is located, the report automatically scrolls to that entry and highlights the field. Click Find Next to search again. |
Reset Report Attributes | Resets report formatting to the original format, before you made any changes. |
Submit
| Submits the report from the Results dialog box. |
Submit with Override | Submits the report with temporary changes to the report design. |
Attach Public Notes | Post notes everyone can access. |
Attach Issuer Notes | Post Public Issuer Notes and attachments. |
Attach Private Notes | Post notes that only the user who added them can access. |
Compose
| Start a new report and launch the workspace. |
Edit | Edits the report, report rule or profile. Depending on if you are using Build Report mode or Build Component mode, the workspace or Profile Wizard opens. |
Copy | Copies the selected results. You can then paste the results into another application, such as Excel. |
Layout | Reorders or shows and hides specific columns. Columns listed top to bottom in the Visible Columns field appear from left to right in the report and are currently displayed in the report. To change the order of the columns in the report, select the name of the column to move and click Up to move a column to the left, or Down to move a column to the right. To hide a column, click an arrow to move the column from the Selected Fields category to the Available Fields category. |
Font | Specifies the font type, style, size, color and effect of the selected data. You can change fonts in individual columns. Click anywhere in the column that contains the font you want to modify. Only one font may be applied per column. If a column contains more than one font, all fonts change to the new style. |
Number Formats | Defines custom number formats of numerical fields. This option is only available when a number cell is selected. |
Column Heading | Changes the Column Heading Name. For example, change Sum of Market Value Heading to Market Value. |
Align Left | Left aligns column data. |
Align Center | Center aligns column data. |
Align Right | Right aligns column data. |
Show Row Numbers
| Click Show Row Numbers on the lower toolbar in the PACE Report viewer to display the row numbers to the left of the dialog box. This makes searching report results easier, and allows you to quickly get a row count. Click Show Row Numbers again to hide the row number column. You can also access Show Row Numbers on the right-click menu in the Report Viewer. If the Row Numbers feature is active, the menu item, Hide Row Numbers appears. |
Lock | Compares columns that are not adjacent. To lock a column, select the column and click Lock. All columns to the left of the right-most column selected are locked. Lock works with the Unlock function. When columns are locked, Lock is replaced on the Results toolbar by Unlock. |
Unlock | Unlocks any locked columns. When columns are unlocked, Lock appears on the Results toolbar. |
Save Formatting Attributes | Saves any attribute changes. You can save formatting changes automatically by selecting Save my Report attributes always from the Results tab in the Configure windows. |
Create Advanced Report | Opens the Advanced Report Designer. |
Show Entity Information | Displays information on entities selected for the report. |
Send to Excel | Exports the report to Excel. When selected, the entire report opens in Excel. |
Sends the report as an email. To add recipients to the list, click My Contacts or Other Contacts. Selecting My Contacts displays addresses from your messaging software. Other Contacts allows you to specify an email address. In the Send Format section, click the button next to a format. Click OK. |
View Report Results
To view a successfully completed report, double-click it or select the View button from the Reporting Toolbar.
When you first open a report, only the top levels are displayed. If you used multiple grouping or classification rules, additional levels are displayed. Additional levels are indicated by plus signs (+) to the left of the description. To view additional levels, double-click the plus sign next to the entity for which you want more details. Drilling down displays the data available in all columns of the report. Each time you double-click, you drill down one level. A minus sign (-) to the left of the description means that level is expanded.
Large reports display an “Exploding Level” message when exploding results so you can cancel the process.
Reports Tab
You can enable or disable report types. If you do not have to create certain types of reports, you can disable them so they are not listed. You must logout and log back in for the change to take effect. Refer to the following table for a description of the options on the Reports tab:
Option | Description |
Report types I want to work with | Allows you to select the report types that you want displayed in the Reports and Results tabs. Select or deselect the check boxes to add or remove them from the Reports Explorer. |
Show available and selected Entities/Clients while working with profiles | Allows you to view only the entities or clients you have already selected, or view both the available and the selected entities or clients. This option is not selected by default. |
Do not retain the state between the Reports and Results tab | Maintains the same folder as active when you are in a specific folder in the Reports tab and then switch to the Results tab. If you select this check box, the Most Recent folder is highlighted. This option is deselected by default.. |
Validate my Source Rule while saving the report on updates | Checks a report rule to make sure a source is selected for each field type, excluding fields that do not require a source. If you edit a report or report rule that has custom fields, or fields with multiple sources, the next time you open the report or report rule, you must select the sources. |
While building a Report, submit the Report by default on finish | Allows you to submit the report by default when it finished. The default is set to Yes, please submit the report now. |
While building a Package, submit the Package by default on finish | Sets the submit item on the Package, if it is submitted or saved. |
Use Default fields while building my Report Rule and Field Rule | Adds field attributes to the default reporting components for each report type. Default fields settings are specific to each user and cannot be transferred. When you click the Defaults fields link, the Define Default Fields dialog box appears. Complete the following fields on the dialog box: Report Types. Select a report type. Default Fields. Select the drop down arrow under Field Name or Field Type. A dialog box appears, containing a list of fields you can include. Select the checkbox next to the fields you want to include and click Done. To remove a selected field from the Define Default Fields list, right‑click the field attribute name and select Clear this Field. To remove all default fields, right‑click a selected field attribute and select Clear all Fields. Click OK to save the default field settings. |
Results Tab
You set parameters for viewing report results on the Results tab in the System Configuration dialog box.
Refer to the following table for a description of the options on the Results tab:
Option | Description |
Available Result tabs | Select the results tab from this column that you want to display when viewing report results. Highlight the column and click the right arrow key. The tab is moved into the Selected Result tabs column. You can change the display order of the tabs by selecting a tab in the Selected Result as column, and dragging and dropping it to a new location in the list. |
Allow Issuer Attachments | Determines if you can add Issuer notes from the Results Toolbar. |
Notify me when report results arrive | Displays an announcement when report results are complete. |
Save my Report attributes always | Saves formatting changes automatically. If you do not select this option, use Save Attributes from the Results Toolbar to save your changes. |
Show ‘Save as options’ screen on choosing ‘Export to Excel’ always | Displays the Save as options dialog box when you click the Export to Excel icon on the Report Results toolbar. This allows you to select another format in which to save the report. If you do not select this option, the report is saved in an Excel format by default. |
Lock the first “xx” tabs in the Result viewer | Specifies how many tabs to lock in place when viewing a completed report. Use the Selected Result tabs section to customize the order of the Dashboard tabs. |
Auto wrap column headings | Automatically wraps column headings to the next line. If you do not select this option, you cannot set the width of the column to narrower than the heading. |
Custom Pagination options in the Report Result Viewer | Enables paging in the Report Results tab. Paging allows you to retrieve and process reporting windows more quickly. Select the Cache settings to set the number of pages of results to retain in memory. Enter a value between 3—100. Select the Rows per page settings to set the number of rows to cache per page. Enter a value between 50—2000. |
Multiple Results Settings | Complete the following options in this section of the Results tab:
|
Setup my Results purge options. | Determines schedules when reports are purged. You can purge daily, weekly, monthly, at log on, or at a specific time interval. You can also apply the purge to unread, read or failed results, or purge used reports on demand. Choose the report types you want to purge in the navigation tree on the left. Enable or disable the purge options you want to use and click OK. Click Purge Now to manually purge used reports. Use this option to improve the speed of the results tab viewer and make opening large report result sets more manageable. |
Set my Portfolio Look Through options | Establishes links between a security and the entity that security may represent if the security is a securitzed fund. For example, suppose a fund invests in a Mutual Fund and that the Mutual Fund also has its holdings stored in PACE. You can establish a link between the “security” that represents the holding in the Mutual Fund and the individual security positions in the Mutual Fund. |
Default Settings | Restores the Eagle recommended settings. |
View Reports Side by Side
Select the Compare Side by Side checkbox in the Tile Results dialog box to compare two reports side by side and scroll the reports together for easy reconciliation. When you select the Compare Side by Side checkbox, report results are next to each other.
To view multiple report results, open a report result, select Explore to return to the Results Explorer window, and open another report result. Multiple report names are displayed at the top of the results window. The tab representing the displayed report is white, and the tabs representing the other open results are blue.
When multiple reports are open, the Tile button and the Restore button appear on the Reporting toolbar. Click the Tile button to tile report results. Use the drop‑down list from the Restore menu to restore and display one report result or to Close All open report results. Once you drill down to the security level, the report tabs become active.
About the Position Cross Reference Tab
The Position Cross Reference tab available at the bottom of the window provides additional information related to the main report results. The entity name value and the entity ID from the Entity table in the Rules database is available for display.
About the Diagnostic Tab
Error and warning messages from the concentration log are displayed on the Diagnostic tab. Any error or warning message that is logged when a report completes successfully appears here. Examples include missing foreign exchange conversion rates and missing entities. If the report fails to complete successfully, no messages are posted on the Diagnostic tab.
Work With Results
Attach URLs to Securities
You can attach URLs as shortcuts to securities.
Access Report Rules and Source Rules
In the Report Results viewer, you can edit the source rule and report rule of the report currently being viewed, and create new source and report rules. You can also maintain existing field rules and report profiles.
The Edit menu on the Report Result viewer includes the Edit Field Rule and Edit Source Rule options. Use these menu items to modify the components in the report that is currently open.
The Compose menu on the Report Result viewer includes the Create Field Rule and Create Source Rule options. Use these options to create components in the Report Studio.
Toolbar menu items are subject to the appropriate User Security settings. For example, if you do not have the ability to create source rules, the menu item is not available.
Show Entity Information
This option is available as an icon at the bottom of the viewer and as an item on the right-click menu. Select this option to open the Entity Maintenance windows in view mode for the entity contained in the report.
If the report results contain more than one entity, the Show Entity Information feature opens a different window. The window opened depends on if an entity level row was selected in the viewer before the Show Entity window is opened.
If a specific entity was not selected from the viewer, the Show Entity Information option opens the Fund Information dialog box. This dialog box lists all of the entities contained in the report results. To view the details of a specific entity, select the entity and click Info.
If you select a specific entity in the viewer before selecting the Show Entity Information option, the Viewing Entity window opens, and the entity information for the selected entity appears. You can view entity information, but cannot edit or change it.
Delete Report Results
To delete report results from the Results Explorer window, highlight the report and select Delete from the right-click menu. When the results of a standard report are deleted from the Results tab, the related .xml file is also deleted from the file system.
This feature works with Custom Archive Rules. If a report profile was configured to use a custom archive rule to store the report results, deleting the report results from the Results tab deletes the related .xml file from the archive directory specified in the custom archive rule.
You can find the location of the .xml file n the REPORT_LOCATION column of the XML_REPORTS_LOG record.
You can delete multiple report results at once.
Save Results as XML
To retrieve the .xml files of the report results from the Results tab, right click a report and select Save As XML. This option allows you to retrieve and save .xml files related to the PACE report results locally. This helps with the report distribution process and the report development troubleshooting process.
When you select Save As XML, the Save As dialog box appears. On this dialog box, you can specify the location of the .xml file. You cannot edit the name of the file from this dialog box. Select the Save all levels check box to retrieve all of the associated .xml files. If this checkbox is not selected, only the primary .xml file is retrieved.
Email Results
You can email PACE reports results directly from the Reports tab viewer. Before you begin this procedure, make sure the report that contains the results you want to send is open.
From the open, completed report, click Send the Report as an email on the lower toolbar.
You see the Specify Email Options dialog box.Complete the options on the Specify Email Options dialog box as described in the following table, then click OK to send report results as an email.
Option | Description |
My Contacts | Opens your local email address book and select the recipients to receive report results. |
Other Contacts | Allows you to enter email addresses in Simple Mail Transfer Protocol (SMTP) format. |
Remove | Removes previously selected recipient addresses from the Send to section of the Specify Email Options dialog box. |
Send Format | Selects the report result format: Standard Comma Separated Values (CSV), Standard Tab Separated Values (TSV), Microsoft Excel (XLS) and Extensible Markup Language (XML) formats. The format you choose is applied to all selected recipients. The PACE report results are sent as an attachment to the email. |
Because this email distribution feature uses the email process from your machine, you might receive a warning message from your email application.
Export Results to Microsoft Excel
The Export to Excel option opens Microsoft Excel automatically. Large report results are exported quickly to .xls format when using the Open the Report in Excel option in the viewer.
When you select Raw format, the report is exported into Excel in the format of a standard file with no custom options. When the Raw format is selected, results in Excel are fully exploded.
When you select Custom format, you can customize how the data is exported into Excel by completing the following options. The Options button on the Save As dialog box gives you these export options. Excel is not opened.
Option | Description |
Entire Report | Exports the entire report result set, regardless of what is highlighted or displayed on the dialog box. |
Highlighted Portion | Exports only the part of the report result set which is highlighted. |
Displayed state | Exports only that part displayed via the explode feature. |
Retain indentation | Adds leading spaces for grouping levels and security descriptions in the first column of the exported file to better display the grouping structure. |
Retain number format | Retains the format and precision of numeric fields as they are defined in PACE or the PACE viewer. |
Retain layout | Retains layout settings made in the viewer, including hidden fields, changes made to column headings, and changes to the ordering of the columns. |
Retain alignment | Retains the alignment settings made in the PACE viewer. |
Retain font | Retains any font changes applied to the report results in the PACE view. |
Exported File Characteristics
To preserve PACE report results in an exported format, change report attributes and then export results to Excel before saving your changed attributes.
When report results are exported to Excel and the option Custom format is selected during the export, numeric values in the exported file are displayed with the same precision that exists in the PACE Report results. The cell in the spreadsheet also contains the same precision of numeric value.
The export to Excel process removes any characters from the report profile name that are invalid in Excel, including the following characters:
<
>
[
]
semi-colon (:)
*
The following five characters are restricted from both PACE Report profile names and Excel file names:
\
/
“
?
|
Export to Excel Analysis Mode
You can also choose the Export to Excel Analysis Mode option. When you select this option, the Excel file is formatted with each grouping in its own column of the spreadsheet, and group and fund totals are removed.
Save As
Use the Save As option to enter the name and location of the exported file. You can export to Excel using this option.
When saving the PACE report results locally, use Save As to customize the name and location of the file. Click Options to select specific formatting options.
Save As XLS File
Use the Export to Excel feature in the Report Result viewer to export PACE report result to Excel as an .xls file. After you click the Open the Report in Excel icon, the Save As dialog box appears. From this dialog box, you can specify the name and location of the .xls files that are generated. The file name defaults to the name of the current report profile.
Copy to Excel
You can select specific pieces of data to export to Excel by using the Ctrl‑C key combination, right-clicking and selecting Copy, or clicking Copy on the Reports Toolbar.
Control-C copy: Use Control‑C to copy and paste data to Excel. Report data is copied as is. You can also copy report column headers to Excel with the report data.
Copy button: The Copy button is located on the Results toolbar. Highlight the data that you want in Excel, click Copy, and paste the data into Excel. You can also copy column headers
Right-click copy: You can right-click and copy report results. Highlight the data you want in Excel, and then right‑click and click Copy. You can also copy the column headers.
Custom Formatting
If the report profile attributes were modified to customize the font type, color or size, these changes are retained when the PACE report results are exported to Excel. The .xls file that is created by that process contains the formatting. Attribute settings such as numeric precision and comma separators are also retained by the export function.
Grouping Level Description
When exporting a file to Excel, grouping level description values are optional.
When you select Include grouping level description, the generated .XLS file includes a row for each grouping level in the PACE report. The row includes the description of the field selected in the grouping rule of the exported report.
Retrieve Logs
You can access the logs from reports directly from the Results tab. This allows you to save time when researching why a report failed.
Right-click in the Results tab and select View Log. A log file opens in Notepad.
If an Advanced Report is selected, View Log provides a list of all related logs. Both the Advanced Reporting log and the Concentration logs are available if the Advanced Report did not fail or stop processing due to a kill engine request before the underlying report began processing.