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Market Place

CV Pro

This guide is only applicable to enterprise clients using CV Pro or CV9.

The ClearVantage Market Place is a repository for existing reports, as well as dashboard gadgets, that are available to you to download and install at any point. Euclid Technology has created these reports and while these baselines are not configured in all implementations, the reports are standard and can be added at any time. The Market Place is available to all CV Pro users within the application to access reports and gadgets to download.

Contact Support

Please contact your Euclid Support Analyst for more information or to request information about specific reports/gadgets.

Installing a Report or Gadget from the Market Place

While the Market Place is a tool only available in CV Pro, once a report or gadget is added from the Market Place, it can be made visible to any/all users whether they’re in CV Pro or CV Online (CVO).

To navigate to the Market Place:

  1. Log into CV Pro

  2. Click “Pro Tools”

  3. Click “Market Place”

Marketplace Image

  • Select?: – Contains the checkbox you use to select the report/gadget as an item that you want to download and install

  • Product Name: – Name of report or gadget

  • Category: – Type of item

    • “ClearVantage Reports” are reports

    • All other items are types of gadgets, i.e.:

      • “ClearVantage Dashboard and BI Chart”

      • “ClearVantage Dashboard and BI TableView”

      • “ClearVantage Pivot View”

      • “Other BI Gadget”

  • Item Runs For: – Instructs where the item must run from, if a specific location is required (i.e., Individual Notebook)

  • Description: – Description of report or gadget

  • Product CD: – Unique product code to identify the item

  • Maker CD: – User who made the report

  • Vendor CD: – Vendor who made the report

  • Modified Date: – Date and time the report was last modified

  • Item Requirements: – Instructs in which folder the report must be placed in Information Central to run properly

The Market Place is categorized by functional area (i.e., financial, membership, etc.) so make finding relevant reports and easier. There are a few different ways that you can search for items. First, you can click the arrow next to the functional area to view all reports in that section:

Marketplace Image

Organizing Lists:

  • Click the column headers to sort the data by the values in that column.

  • Filter results by clicking the icon to the right of the “Description” column header:

Marketplace Image

When no results found matching the search parameters click “(Custom…)” to preform a custom search. This will open the Custom Filter window, which will allow you to input your own variables.

Try starting with “like” search and put a percent sign (%) before and after any words that you enter. This ensures that, rather than returning only items that have the exact description that you entered, the results will include all items that have that word anywhere within the description. Note that after entering a custom filter, the function area containing the results may be collapsed by default, if which case you can click the arrow to the left of the functional area to expand the section and view the results.

  • To temporarily clear a filter, uncheck the checkbox in the bottom left corner next to the filter.

  • To permanently clear a filter, click the X next to the filter.

Marketplace Image

Installing report(s) and/or gadget(s) in CV

  • Click the checkmarks in the boxes in the “Select?” column next to any/all desired items

  • Click “Download and Install Selected”.

Marketplace Image

Any downloaded reports can now be found in “Pro Tools” “Information Central” and any downloaded gadgets can now be found in “Pro Tools” “Shared List Manager”.

Note

You will need to assign users to be able to view the items. The items need to be placed into the correct location within CV, before the report(s) and/or gadget(s) will be visible to users in CV.

Making Newly Installed Report Visible in CV

Reports that are downloaded and installed from the Market Place can be found in “Pro Tools” “Information Central”. To set a location for where the report can be accessed with CV:

  1. Click on the report

  2. Click “Report Properties”

  3. Select the Access Location

    1. Reports Menu: – Makes the report visible from the “Reports” menu on the main menu of CV

    2. List/Notebook Report: – Makes the report visible from within a specific list or notebook type within CV

  4. Once the Access Location is selected, a drop-down menu will appear where you must select the specific location where the report should be accessible from

    Note

    Remember to check the “Item Runs For” and “Item Requirements” columns for this report in the Market Place to see if the report is only able to be run from a specific location.

  5. Select the applicable Company CD to determine which users will be able to view/access the report (in most cases it will be “001”)

    Note

    If users from multiple different companies within CV need access to the report, you will need to download another copy of the report and go through the same setup process again, but with the new Company CD

  6. If the report should be visible in CVO as well, put a checkmark in the “Available in Browser?” checkbox

  7. Click “Save”

  8. Subscribe users

    1. To make the report available to all users who correspond to the selected Company CD, click “Add for ALL Users”

    2. To make the report available to only specific users, click “Add User” and then enter the username

Some of the more complex reports (most often the financial reports) are only able to be run through CV Pro using the Native Report functionality. If you receive an error message when trying to run a report, try adding a checkmark to the “View as Native Report” checkbox in Report Properties and clicking “Save”, then reloading CV Pro (“Pro Tools” “Reload App”), and then running the report to CV Pro to see if that resolves the issue.

It is recommended to move the report to the applicable folder in Information Central to avoid clutter. If the “Item Requirements” column in the Market Place specified a location for the report, it must be moved to that folder to work properly.

However, if no “Item Requirements” were specified you can move the report into an existing folder, or right-click on an existing folder to create a new subfolder. Reports can be moved simply by clicking on the report and dragging it to the folder. Generally, the folder you choose should correspond to the Access Location that was selected in Report Properties, i.e.:

  • If “Reports Menu” “Financials” was selected in Report Properties, then the report should be moved to the “Financials” folder

  • If “List/Notebook Report” “Customer Notebook Reports” was selected in Report Properties, then the report should be moved to the “Customer Notebook Reports” subfolder in the “SYSTEM REPORTS” folder

Making Newly Installed Gadget Visible in CV

Dashboards that are downloaded and installed from the Market Place can be found in “Pro Tools” “Shared List Manager”. To make a report visible in CV, you must assign the applicable Company CD and subscribe users to it.

Assign the Company CD:

  1. Click on the applicable gadget

  2. Scroll to the last column, called “Company CD”

  3. Select the applicable Company CD from the drop-down (in most cases it will be “001”)

    Note

    If users from multiple different companies within CV need access to the gadget, you will need to download another copy of the gadget and go through the same setup process again, but with the new Company CD

  4. Click “OK”

Subscribe Users:

  1. Click on the applicable gadget

  2. In the “List Subscribers” window under the list of gadgets:

    1. Click “Add for ALL Users” to make the gadget available to all users who correspond to the selected Company CD

    2. Click “Add User” and then enter the username to make the gadget available to only specific users

  3. Click “OK”

Hiding or Deleting a Report

If a report becomes obsolete, it can be unsubscribed from all users so that the report is still available in the Information Central for future user if needed or the gadget can be deleted.

Warning

Deleting the gadget will erase any changes made to the gadget after it was downloaded from the Market Place. The gadget can be downloaded again and then modified. When in doubt do not delete!

Unsubscribe/Hide

  1. Click “Pro Tools”

  2. Click “Information Central”

  3. Click on the report

  4. Click “Report Properties”

  5. Click on the applicable user

  6. Click “Remove User”

Delete from CV:

  1. Ensure that no one needs access to this report and that it’s not a custom-built report (if so, simply unsubscribe users rather than deleting it from CV)

  2. Click “Pro Tools”

  3. Click “Information Central”

  4. Right-click on the report

  5. Click “Delete Report”

Hiding or Deleting a Gadget

If a gadget becomes obsolete, it can be unsubscribed from all users so that the report is still available in the Shared List Manager for future user if needed or the gadget can be deleted.

Warning

Deleting the gadget will erase any changes made to the gadget after it was downloaded from the Market Place. The gadget can be downloaded again and then modified. When in doubt do not delete!

Unsubscribe/Hide:

  1. Click “Pro Tools”

  2. Click “Shared List Manager”

  3. Click on the applicable gadget

  4. Click on the applicable user

  5. Click “Remove User”

  6. Click “OK”

Delete from CV:

  1. Ensure that no one needs access to this gadget and that it’s not a custom-built gadget (if so, simply unsubscribe users rather than deleting it from CV)

  2. Click “Pro Tools”

  3. Click “Shared List Manager”

  4. Click on the applicable gadget

  5. Click “Deleted shared list”

  6. Click “OK”