Summary

The main menu at the top of the Diary View window controls the Calendar and Drill Down areas.

File

Save:

When you finish editing Diary View data, click File | Save to save your changes to the database. To ensure a high level of performance, PayGlobal changes the database only when you save your changes. It does not save your changes as you edit the data. The Save option is active only after you make changes in Diary View.
Shortcut key = Ctrl+S.

Save Layout As:

When you finish customising your Diary View layout, click File | Save Layout As. Your most recently saved layout becomes the default layout for Diary View, and you will see it whenever you access this window.

Exit:

To exit Diary View and return to the main PayGlobal window, click File | Exit. An exit Confirm message appears with the following options:

• Yes - Exit Diary View.
• Cancel - Return to Diary View.

If you to try exit Diary View without saving your changes, then other Confirm messages will appear. For more information see the Auto save field in Tools - Customise - Layout Options.

Edit

Delete:

Removes selected data from Diary View.
Shortcut key = Delete.

View

Messages:

Select this option to display the Messages area on the left or bottom of the Diary View window (see Diary View - Customise - Layout Options).

Drill Down:

Select this option to display the Drill Down area in the lower half of the Diary View window.

Run Workflow:

Run the Diary View workflow specified in your user profile. If no workflow is specified, then an error message appears.

Insert

Insert:

Click this option to insert a diary record in Drill Down.
Shortcut key = Insert.

Replicate:

Click this option to replicate a diary record in Drill Down.
Shortcut key = Alt+R.

Tools

Customise:

• Customise Columns - You can display more fields or hide fields that you do not use.
  Shortcut key = F10.
• Customise Column Extensions - These tab page settings enable advanced customisation of Diary View.
  Shortcut key = Alt+F10.
• Layout Options - The Layout Options form allows you to customise specific aspects of Diary View.

Data

Save As

You can save Drill Down data in any of the following formats:

• CSV
• Excel
• HTML
• XML.

Send To

You can send Drill Down data to the clipboard, or e-mail the data as an attachment in any of the following formats:

• CSV
• Excel
• HTML
• XML.

  Further Reading: See Daily View - Data.