Generic Comment Report

This document describes how to use the Generic Comment report. The Generic Comment report displays user-comments captured for various types of objects.

Comments can be captured from the Calypso Navigator using Processing > Generic Comment Editor, from any Trade window using Back Office > Add Generic Comment, when applying an action that requests a generic comment, and from various back office reports using Process > Add Generic Comment

From the Calypso Navigator, navigate to Reports > Cross-Asset Reports > Generic Comment Report to bring up the report.

Sample Generic Comment report

Ⓘ [NOTE: The columns of this picture have been configured. Sort columns, subheadings and subtotals have to be explicitly specified. See Help > Menu Items for details]

You can choose to display / hide the search criteria.

Specify search criteria as applicable and click

to load the corresponding objects.

If you check the "Show Parents" checkbox, you will also see the comments associated with the parents of the selected object. For example, if the selected object is a transfer, you will see the comments associated with the trade that generated the transfer.

If you check the "Show Children" checkbox, you will also see the comments associated with the children of the selected object. For example, if the selected object is a trade, you will see the comments associated with the transfers and messages generated for the trade.

You can select a template and click

to display the number of objects that will be loaded from the database, before loading the report.

You can click

to print the report results.

NOTE: For the Pivot view and the Aggregation view, the print icon is disabled.

You can use [Ctrl+P] or [Ctrl+L] to print the report, or you can export the report to Excel and print it from there.

Generic Comment Results

You can click any column heading to sort the results based on that column.

You can right-click any row to invoke the functions of the report menus. See Help > Menu Items for details.

If the comment is a URL, you can double-click the link to bring up the URL in your default browser.

Modifying Generic Comments

You can right-click a row and choose Action > Edit Object Comments. It brings up the window "Edit generic comment" as shown below:

Select a comment type and enter a comment.

Comment types are defined in the "genericCommentType" domain.

You can predefine comments in the domains "generic<object>Comment", for example "genericTradeComment". They will be available for selection from the Comment field.

You can check URL to indicate that the comment is a URL, provided it is entered as a fully qualified URL. Example: http://www.google.com.

It appears as a link in the Generic Comment Report. You can double-click the link to bring up the URL in your default browser.

You can also attach a document

, delete an attachment

, and open any existing attachment

The types of documents available for upload can be defined in the domain “genericCommentDocumentExtensions”. Examples:

–

doc

–

txt

If the domain is not defined, any type of document can be uploaded.

Then click Save.

You can also click Invalidate to mark the comment as invalid.

You can right-click a row and choose Action > Attach Document to attach a document to the comment. You will be prompted to select a document.

You can right-click a row and choose Show > Document to view the document attached to the comment.