Customize Client Reporting

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

2. Enter Reporting in the Start Search text box.

3. Click the Reporting Center link to access the Reporting Center component.
   You see the Client Reporting workspace.

4. Open the Client Reporting folder, and double-click the Administrative folder.
   You see the Client Reporting options.

5. Double-click Maintain Views.
   You see the Maintain Views window.

   Open

   

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.

Create New Views

To create a view:

1. Click the Create link on the Maintain Views window.
   You see the Create New Custom View dialog box.

   Open

   

2. Enter a name for the view in the Name field.

3. Add any relevant comments in the Comments field.

4. 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.

5. 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.

6. Click OK.

Working with Views

There are a number of options that allow you to maintain views, including editing, copying and deleting.

To edit a view:

1. Select a view on the Maintain Views window.

2. Click the Edit link.
   You see the Edit Custom View dialog box.

3. Select the columns, table names, and field names in the Select Columns section.

4. 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.

5. Use the links at the bottom of the window to sort or group the columns and apply additional settings and filters.

6. Click OK.

To copy a view:

1. Select the view you want to copy on the Maintain Views window, right-click and select Copy Custom View from the popup menu.
   You see the Copy View dialog box appears.

2. Enter a new name for the view and click OK.

To delete a view:

1. Select the view you want to delete on the Maintain Views window and click the Delete link.
   You see the Delete View message.

2. 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.

To sort columns:

1. Click the Sort Columns link on the Create New/Edit View dialog box.
   You see the Select Columns to Sort dialog box.

2. Use the Add, Remove, Move Up and Move Down links to select and sort the columns and click OK.

To group columns:

1. Click the Group Columns link on the Create New/Edit View dialog box.
   You see the Select Columns to Group dialog box.

2. Use the Add, Remove, Move Up and Move Down links to select and group the columns and click OK.

Grid Settings and Filters

To change grid settings:

1. Click the Visual Settings link on the Create New/Edit View dialog box.
   You see the Customize View dialog box.

A description of options on this dialog box follows.

To define filters:

1. Click the Filters link on the Create New/Edit View dialog box.
   You see the Define Filters dialog box.

2. 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.

3. 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.

4. 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. 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. To include fields from either of these tables, you must create a join from the Client Reporting tables to the Schedule tables as explained in the following procedure;

To create a join:

1. Select a view on the Maintain Views window.

2. Click the Edit link.
   You see the Edit Custom View dialog box.

3. Click the Filters link to define the join.
   You see the Define Filters dialog box.

4. 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.

5. Select an operator.

6. Click 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.

7. 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:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

2. Enter Add Code in the Start Search text box.

3. Click the Add Code Category (ETL Center) link to access the ETL Center component.

4. Create a code to house the code values. The code type value has no impact on this process.

5. Add code values with a source of Eagle PACE. Refer to the following tables for code value options.

6. Create a field attribute that points to the appropriate database, table, and column name.

7. 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.

8. Refresh the code values cache.

The following table contains a list of possible long descriptions for code batch status values.

The following table contains a list of possible long descriptions for batch type values.

The following table lists approval type values:

The following table lists approval expiration values.

The following table lists approval stage values.

The following table lists approval status values.

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.

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:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

2. Enter Maintain Views in the Start Search text box.

3. Click the Maintain Views (Reporting Center) link to access the ETL Center component.
   You see the Maintain Views window.

4. Click the Configure link on the Maintain Views window.
   You see the Configure dialog box.

5. On the Maintain Views tab you configure settings for the views displayed on the Maintain Views window.

6. Complete the options on the Maintain Views tab.

7. Click General to display the General tab. The General tab has a number of settings that apply to all Client Reporting functions.
   You see the Configure Dialog Box - General tab.

8. Complete the options on the 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.