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From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter General Reporting in the Start Search text box.
Click the General Reporting (Reporting Center) link.
You see the Reporting Center window.Click Yes in the Do you see the Eagle logo here? dialog box.
You see the General Reporting window.Click the Reports tab.
View existing reports. For example, in the left pane of the Reports window, click to open the Reports folder, and then the Performance Analysis folder.
You see a list of existing Performance Analysis reports.Scroll down and double click the report you want to edit.
You see the Editing a Performance Analysis Report dialog box.Click Next to see the scheduling options.
Under Specify your Report options by clicking on the button below, click the Options button.
You see the Report Options dialog box.Under Distribution Options, select Send the Result to portal.
In Send the Result to portal, click the ellipsis, and click OK.
You see the Send to Portal dialog box.
Select the format in which to distribute the report to the Eagle Portal.
To send an ERX report, select Eagle Report Exchange. This is Eagle's proprietary format for viewing reports. To view reports in this format, you must have downloaded and installed Eagle's ERX Viewer.Select a category from the Category drop down menu.
This option determines the menu under which the report will be displayed. Categories are configured using the Internal Report Category code value, IRPTCATEGORY.Select a scheduling frequency from the Frequency drop down menu and click OK.
This option assigns a schedule value to the report. Entering a value in this field is necessary if the report is scheduled.Click Overwrite Existing Reports to overwrite the previously sent report.
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From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Portal Administration in the Start Search text box.
Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.Click the Portal Query Explorer drop down menu and select User Settings Explorer.
You see the User Settings Explorer window.Under Portal User Settings, click Report Profiles.
Click Add.
You see the Resubmit/Inbox Profile properties dialog box.In Profile Name, click the ellipsis, and double click a report profile to select it.
You return to the Resubmit/Inbox Profile Properties dialog box.In Options, click the ellipsis.
You see the Resubmit Options dialog box.Select options for the report and click OK.
As of Date and Entity Selector are required options.Complete the necessary resubmit options. The following table describes each resubmit option. You can select more than one option.
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Option
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Description
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As of Date
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Advanced Report Options
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Specifies additional options for Advanced Reports. Any options that are not standard options are displayed in this field.
See the Eagle Advanced Reporting Reference Guide for detail on Advanced Report options.
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Entity Selector
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Allows users to select one or more entities on which to run the report.
You can enable user access to OLAP and Advanced Reports data for specific entities using the User Administration function. This option is required.
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Output Format Selector
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Allows users to specify an output format such as PDF or Excel.
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Currency Selector
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Allows users to override the currency in which a report is run. Underlying OLAP and Advanced Reports must be configured to use the Currency Translation fields.
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Scheduling Options
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Allows users to run the report ad hoc (on demand) or on a scheduled basis. To run the report ad hoc, select Right Now. To run the report on a scheduled basis, select one of the available scheduling frequencies.
After clicking OK, you return to the Resubmit/Inbox Profile Properties dialog box.
In Entity Criteria, click the ellipsis if you want to set up entity criteria for the report and click OK.
You return to the Resubmit/Inbox Profile Properties dialog box.In Category, select a category for this report.
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The categories are defined using code values in the Codes window in the System Management Center. The code for Inbox submission is Portal Report Types and the interface is Eagle PACE.
In Available to, specify where the report is available for users to run.
In Date Rules, click the ellipsis, configure the date rule and click OK.
Date rules allow users to run reports for a specified period, for example, today, yesterday, or this week. Report specific date rules override any other date rules. This allows you to limit the number of rules that are available, based on the particular report type.
You see the User Settings Explorer window.If using a report type of ACCESS PERFORMANCE ANALYSIS or ACCESS CONCENTRATION, you can run the report using Benchmark Override. Click the ellipsis to select a Benchmark Override value.
Click OK in the Resubmit/Inbox Profile properties when you have completed setting up the report profile.
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Edit a Report Profile
To edit a report profile:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Portal Administration in the Start Search text box.
Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.Click the Portal Query Explorer drop down menu and select User Settings Explorer.
You see the User Settings Explorer window.Under Resubmission/Inbox, click Report Profiles.
Click to select a report profile and click Edit.
Modify user settings and click OK.
To remove a report profile, under Resubmission/Inbox, click Report Profiles.
Click to select a report profile and click Remove.
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Enable Resubmit Scheduling Options
In the Eagle Portal, you can resubmit a report to run on an ad hoc (on demand) or scheduled basis. To run a report on scheduled basis, you need to defines the scheduling frequencies. Once you define scheduling frequencies, such as daily, weekly, monthly, or quarterly, you can enable the scheduling options in the Eagle Portal.
To enable
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resubmit scheduling options:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Portal Administration in the Start Search text box.
Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.Click the Portal Query Explorer drop down menu and select Global Settings Explorer.
You see the Global Settings Explorer window.
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Click Miscellaneous.
Click the ellipsis in Default Query Row Limit, enter the number of rows, and click OK.
Click Resubmit schedule.
Under Schedule names, enter a descriptive name for the scheduling option in a blank row.
Click the drop down arrow and select the event package that corresponds to the schedule you are enabling for the Eagle Portal user.
Click Save.