Commit Journal 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

Group	Control	Description
Manage	Create New	Creates an on-screen display of performance calculation data.
	Edit	Edits the criteria of an existing view.
	Duplicate	Duplicates 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 Ownership	Enables you, as the owner of a view, to give a new owner the right to edit, publish, and transfer ownership.
	Publish	Enables you, as the owner of a view, to provide users and groups read-only access to a view's filter criteria and results.
Commit Journal	Submit View	Submits an SQL query to retrieve performance calculation data into a workspace.
	Approval Wizard	Enables you to change the status of more than one entity across a date range you specify.
	Status Audit Journal	Enables you to create a customized audit trail that records the history of a return status for particular funds, dates, and frequency.
	Appserver Log	Allows you to view the Application Server log of operations recorded for your current session.
Calculations	Submit Calculation	Enables you to submit a performance calculation after you make changes.
	Submit Calc w/ Override	Enables 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.
Migration	Migrate	Enables you export or import a view from one environment to another.
	Cart	Provides options to Add to Cart, View Cart, and Migrate cart.
Distribution	Print	Provides options for Print and Print Preview.
	Export	Provides options to export to Excel (Office XML), Excel (CSV), and Text.
	Email	Opens a dialog box for entering email addresses and choose type of export.
Clipboard	Cut	Deletes a selected entry.
	Copy	Copies the selection to the clipboard.
	Paste	Pastes the contents of the clipboard.
Tools	Find	Enables 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.
Refresh	Refresh Screen	Allows you to update the screen after you made changes.
	Refresh Cache	Allows 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 Tool Tab

Group	Control	Description
Settings	Page Setup	Allows you to set Page, Margins, and Header/Footer specifications for a Performance Calculation report.
Manage	Metadata Maintenance	Opens the General Reporting module in a new workspace where you can set the parameters for a Performance Calculation report.
Maintain Data	Client Side Commit	Manually 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 Levels	Opens 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 Calculation	Resubmit Performance Calculation	Enables 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 Information	Show Entity Information	Opens the Portfolio Data Center in a new workspace, where you can view entity details and perform other actions, with the required authorization.
Report View Settings	Font	Opens the font options dialog box.
	Format	Opens the formatting options dialog box.
	Column Heading	Opens the column heading dialog box to allow you to rename the name of a selected column.
	Alignment	Enables you to choose left, right, or center alignment for a selected column.
	Save View Settings	Saves the settings you selected when customizing a view.
	Reset View Settings	Restores the original settings of a view.
Save As	Save As	Enables 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

Group	Control	Description
Columns	Columns	Hides and enables columns in the grid.
	Freeze Columns	Keeps the first column or the selected column visible while scrolling through the remaining data columns.
	Unfreeze Panes	Unlocks all columns, enabling you to scroll through the data.
	Fit to	Enables you to resize the column width to fit the size of the headers or the data.
Grouping	Group by	Groups the grid by a column.
	Ungroup	Ungroups all columns.
	Show Group by Pane	Enables you to view groups by pane.
	Expand All	Expands all rows in the grid.
	Collapse All	Collapses all rows in the grid.
Sort and Filter	Ascending	Sorts data in ascending order.
	Descending	Sorts data in descending order.
	Custom	Enables 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.
Find	Find	Enables 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.