Use Commit Journal Views

Views are on-screen displays of performance calculation data. You can customize a view by status, entity, effective date, frequency, and other view filter options. Each row in a view represents the performance calculation results for a single entity across specific effective dates. There are two categories of views listed under My Views in the right navigation:

• Views. You are the owner of these views. As the owner, you can edit, delete, transfer ownership, and migrate the view.  

• Published Views. You have been granted access to these views by the owner of the view. You can submit a published view but you cannot modify it. However, you can duplicate the view and rename it to create your own view and change the filter criteria.

Submit a View

When you submit a view, an SQL query retrieves performance calculation data based on the criteria defined by the owner. 

To submit a view:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.

2. Select a view.

3. Click Submit View on the ribbon. Or, double click the view.
   You see the selected view in the workspace.

Adjust the Display

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:

• Group. Click a column header and drag it to the place labelled Drag a column here to group.

• Sub-group. Click a second column header and drag it next to the first header.

• Remove a group. Click the X next to the column header.

• Collapse a group. Click the up arrow next to the group header.

• Expand a group. Click the down arrow next to the group header.

• Change column order. Select a column header and drag it to a new position.

• 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.

• Change column sort order. Click the column header to sort in descending or ascending order.

Find

You can use a variety of filters to find specific text in a view.

To find text in a view:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.

2. Select a view and click the Submit View icon on the ribbon.
   You see the selected view in the workspace.

3. Click Find on the ribbon.
   You see a search entry field.

4. Type text in the field.
   You see the matching text highlighted in the view. This is the default option.

5. To change the search option click the down arrow next to the field.
   Options include:
   –  Match Whole Word Only
   –  Match Case
   –  Highlight All
   –  Clear All Highlighting
   –  Show Matches Only
   –  Match Prefix
   –  Match Suffix
   –  Match in Select Column

6. Select an option.
   You see the result in the view.

Print Views

You can print the contents of a view.

To print a view:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.

2. Select a view and click the Submit View icon on the ribbon.
   You see the selected view in the workspace.

3. Click Print on the ribbon. Options include Print and Print Preview.

4. Select an option.
   If you selected Print, you see the print dialog box.
   If you selected Print Preview, you see the data in a separate window.

5. In the print dialog box select a printer. You can adjust the margins, scaling, orientation, and other options as needed.

6. Click OK.

Export Views

You can export a view and save the data as a document in Office XML, CSV, or text format.

To export a view:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.

2. Select a view and click the Submit View icon on the ribbon.
   You see the selected view in the workspace.

3. Click Export on the ribbon.
   You see the selected view in the workspace.
   Options include:
   –  Excel (Office XML)
   –  Excel (CSV)
   –  Text (TXT)

4. Select an option.
   If you selected Office XML, you see the file open in Excel.
   If you selected Text or CSV, you see a dialog box to save the file as a text or csv file.

5. Save the file.

Email Views

You can send an email of a view as an attachment in Office XML, CSV, or text format.

To email a view:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.

2. Select a view and click the Submit View icon on the ribbon.
   You see the selected view in the workspace.

3. Click Email on the ribbon.
   You see the Email dialog box.

4. Enter one or more email addresses. Separate multiple addresses with a semicolon (";").

5. Click Add.
   You see the email addresses in the workspace. To remove an address, click the X next to the recipient.

6. Select an Attachment Format.
   Options include:
   –  Excel (Office XML)
   –  Excel (CSV)
   –  Text (TXT)

7. Click OK.
   You see a confirmation that the email is being processed.

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