Working with Longview Client
Working with Longview Client
Longview Client is a portal through which users can access Longview reports, Longview Apps, and other Longview components in one interface.
Signing on to Longview
Your Administrator will provide you with a link to the Longview Dashboard, from which you can open Longview Client.
To sign on to Longview Client:
Click the link provided by your Longview Administrato...
Working with Longview Data Grids
Working with Longview Data Grids
Depending on your system, you may have one or more Longview Apps that use Data Grids. Data Grids allow you to work with data in the Longview database.
For instance, you may be able to input data, run models, and view results of calculations dynamically.
Formatting Data Grids
Depending on the way your Data Grid was configured, you may be able to specify whethe...
Using Input Tools
Using Input Tools
Input tools provide a mechanism for quickly entering data for a group of related cells. Depending on the type of data being entered, a specific tool may be more appropriate than others.
Using copy across tool
The copy across tool allows you to copy the value from one cell to all the related leaf cells to the right. The value will only be copied to leaf cells under the same r...
Working with Longview Tables
Working with Longview Tables
Depending on your system, you may have one or more Longview Apps that use Tables. Tables allow you to work with records in application tables within the Longview database. For instance, you may be able to input records, or review results best suited to row/column layout.
Adjusting columns
In the Table you can adjust columns widths, re-order and hide columns. If l...
Monitoring Data Locks
Monitoring Data Locks
For troubleshooting purposes, it is sometimes useful to view the locks in the system. Use the Data Locks tool to help you to determine if a lock is causing a conflict when you attempt to lock a data area.
All locks in the Data Server are displayed in a list on the Data Locks page. If you have Locks authorization, you can delete any lock in the system. If you do not have...
Monitoring Events Status
Monitoring Events Status
With the Events Status tool, you can view the status of all unique events triggered in your system. In addition, you can view the events run for a specific symbol and export event status information to Excel.
Accessing the Events Status tool
You can access the Events Status tool from the following locations, depending on the setup of your system and the products you ...
Monitoring Events
Monitoring Events
With the Events tool, you can view information for events that have been triggered in the system.
Accessing the Events tool
You can access the Events tool from the following locations, depending on the setup of your system and the products you have purchased:
Longview Close — The Events tool is available from the Consolidate module in the Administration category of the nav...
Monitoring User Submissions
Monitoring User Submissions
With the User Submissions tool, you can view information for batches that have been created in the system.
Accessing the User Submissions tool
You can access the User Submissions tool from the following locations, depending on the setup of your system and the products you have purchased:
Longview Add-In for Office — The User Submissions tool is available from the...
Monitoring Allocation Patterns
Monitoring Allocation Patterns
The Allocation Pattern Input app allows users to input allocation pattern information into an area and orientation associated with the allocation pattern symbol.
Accessing the Allocation Pattern Input App
For Longview Close, select the Consolidate Module. For Longview Transfer Pricing, select the Transfer Pricing module.
Select the Data Collection category.
Exp...
Reviewing Process Status
Reviewing Process Status
The process status app allows you to review the status of a process map that contains one or more workflow steps. Process status is found in the Processes category.
Pre-requisites:
At least one process map is published
At least one published process map contains a workflow step
If there are no published workflow processes that contain a workflow step, an error will ...
Reviewing Comments
Reviewing Comments
The Show Comments app can be used to view underlying comments in report. Underlying comments can be viewed at a cell (intersection) level or for the whole report.
Accessing the Show Comments App
Depending on the configuration of the report you may have access to review underlying comments.
For more information on adding the Show Comments app to reports and apps, see “Show ...
Reviewing Data Audit
Reviewing Data Audit
The Show Audit Trail app can be used to analyze an intersection in a report or app in order to view the underlying data changes. Show audit trail can be used to review audit detail for an area defined by a cell in a report or data area.
Note: This feature is only available if data audit trail is enabled in your system.
Accessing the Show Audit Trail App
Depending on the c...
Querying Journal Entries
Querying Journal Entries
The Journal Entry Query app can be used to retrieve journal entry headers or details. The results of the query can be displayed in a table or exported directly to a comma separated values file (.csv).
Accessing Journal Entry Query
The Journal Entry Query app is accessed in the Reports category within a Longview Close system. It may not be available or located in a dif...
Reviewing Journal Entry Adjustments
Reviewing Journal Entry Adjustments
The Show Adjustments app can be used to analyze an intersection in a report or app to view the underlying Journal Entries. Show underlying adjustments can be used to review Journal Entries for an area defined by a cell in a report or data area.
Accessing the Show Adjustments App
Depending on the configuration of your app or report you may have access to rev...
Running intercompany Reports
Running intercompany Reports
Depending on your system you may have several apps that execute intercompany reports. Many of the settings for an intercompany report are pre-defined, but the actual data queried and some of the output options are determined by you when the app is executed. The options available in the report depend on the configuration of the app.
Specifying report options
Depend...
Updating Workflow Status
Updating Workflow Status
The Update Workflow Status app allows you to update the status of a workflow step.
Pre-requisites:
Workflow process must be activated
Workflow step must be created
You need access to the step and proper role
Owner
Approver
If the step is hierarchical, you need access to the dimension
If there are no published workflow processes that contain a workflow step, you do...