Use the Entity Events screen to
review the events for an entity that occurred within a specific date
range. You initially access this screen by clicking Show
Events from the Entity Resume screen.
- Event Summary section
- Displays a summary of all the events for this entity with the
date range indicated. By default, the screen displays all events associated
with the entity from the first event date to the current date. Change
the date range using the event date filter to see events within a
different date range.
- On-screen event date filter
- Filters the events displayed by the specified date range when
you click Update View.
- From Date
- Enter a date or click the calendar control to select the starting
date in the date range.
- If you choose to type a date, use one of the following date formats:
- MM/dd/yyyy, MM-dd-yyyy, MM.dd.yyyy,
or MMddyyyy
- yyyy/MM/dd, yyyy-MM-dd,
oryyyy.MM.dd
- January 3, 2008 or January 03,
2008
- January 3, 08 or January 03,
08
- Jan 03, 2008 or Jan 3, 2008
- Jan 3, 08 or Jan 03, 08
- The field defaults to the first event date instance.
- Through Date
- Enter a date or click the calendar control to use as the ending
date in the date range.
- If you choose to type a date, use one of the following date formats:
- MM/dd/yyyy, MM-dd-yyyy, MM.dd.yyyy,
or MMddyyyy
- yyyy/MM/dd, yyyy-MM-dd,
oryyyy.MM.dd
- January 3, 2008 or January 03,
2008
- January 3, 08 or January 03,
08
- Jan 03, 2008 or Jan 3, 2008
- Jan 3, 08 or Jan 03, 08
- The field defaults to the current date.
- Update View button
- Click to view events for this entity within the specified date
range. This button is disabled until you change the default dates
in the date fields.
- Report button
- Click to generate an All Events report
for this entity.
- On-screen display
- This section of the screen summarizes the events for this entity
by event type within the specified date range.
- Event Type
- Describes the event type.
- Count
- Indicates the total number of the events for this entity by event
type, within the specified date range. (For example, if the count
is 4, four events of the same event type occurred for this entity
within the specified date range.)
- Value
- Indicates the total value of the events for this entity by event
type, within the specified date range. (For example, if there are
four events, this number is the sum total of the value for those four
events.)
- Quantity
- Indicates the total number of units for the events for this entity
by event type, within the specified date range.
- Unit of Measure
- Describes the unit of measure for the event value. The unit of
measure is configured by event type in the Configuration Console.
- Total Count
- Indicates the number that represents the total number of all events
for this entity within the specified date range.
- Total Value
- Indicates the number that represents the total value of all events
for this entity within the specified date range.
- Event Details section
- Select an event row in the Event Summary section to see more details
about the individual events that are included in the event type summary.
If you double-click any event row in this section, the Event
Details screen displays to show even more detailed information
about the selected event.
- Date
- Indicates the date and time of the event.
- Data Source - Description
- Describes the data source associated with the event.
- External ID
- Displays the unique key that identifies the inbound record in
the original data source for this event.
- Event Reference
- Provides additional information about the event in the original
data source, if that information is part of the inbound record.
- Value
- Indicates the value amount of the event.
- Quantity
- Indicates the number of units in the event.
- Memo or Custom label
- Provides additional information about the event, such as notes
or comments, that can provide more context for the event transaction.
- Users can define a custom label for this column, as one of the
options when configuring an event type in the Configuration Console.
So instead of Memo, you might see a more descriptive,
custom label (such as Wire Transfer Notes).