Manage comparison views page

The comparison views pages are used to define and manage the comparison views that allow the user to report end to end balancing across accumulator groups in Settlement.

The comparison views page displays the list of all comparison views that are defined. The comparison definitions are used to determine the end to end balancing reports that are available in the comparison operational pages. To define a comparison view, select whether the view reports only the differences during the end to end balancing or if all comparisons are reported even if they balance. One or more accumulator groups must be selected to complete the definition of a comparison view.

Columns

The columns that are available on the page are shown in the following table.
Table 1. Comparison views columns
Field name Description
View name A unique, alphanumeric name with a maximum of 50 characters.
End of day view Specifies if the comparison view is included in the end of day check. The default value is no.
Filter type Specifies the level of reporting used during end-to-end balancing. Reporting is done for everything or just the differences.

Actions

The actions that are available on the page are shown in the following list.
  • Open documentation opens the help page.
  • Create displays the create comparison view page.
  • Filter column displays the build filter link that you can use to create a filter for the columns on the page.
  • Search entry field. Typing text in this field automatically filters the records that are displayed in the table. The table displays only those records that match what was typed in the search field.
  • Refresh redisplays the list of records to show any new records and the updates that are made to existing records.
  • Download CSV saves the displayed table view as a .csv file.
  • Show more text in table cells (up to 50 lines) shows up to 50 lines of text in a single table cell. The default is to show 5 lines. You can set the table view to either 50 lines or 5 lines at a time.
  • Show less text in table cells for easier reading (up to 5 lines) shows a maximum of 5 lines of text in a single table cell. You can set the table view to either 50 lines or 5 lines at a time.
  • Customize columns displays a page to select which columns are shown or hidden on the page.
  • Row settings configures the size and the spacing of the text that is displayed in the cells of the table.
  • Options > Delete deletes the comparison view.
  • Click on a row to display the details for that record.
  • Select the check boxes to select multiple records.
  • Click Delete to delete the selected comparison views.
  • Click More > Download CSV to save the selected records as a .csv file.
  • Cancel closes the menu in the table header.