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About Internal Reports
A set of internal reports manage how the information is displayed in the Eagle Portal. You can configure and assign them to everyone, groups, or users. If all your users can use the same internal report, then assign it to everyone. If not, best practice is to configure multiples of these internal reports and assign them to various groups.
These internal reports include:
Entity Selector. This is ACCESS ENTITY SELECTOR type and determines the fields used for searching portfolios. This report is required.
Position Header. This is ACCESS POSITION HEADER type and displays portfolio based summary information in the header area of all query reports. This report is optional.
Security Lookup. This is ACCESS SECURITY SELECTOR type and determines the information returned in the lookup function that is available in the Security Cross Reference query. This report is optional.
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Configure OLAP and Advanced Reports Field Rules
The OLAP Reports and Advanced Reports Anchor
The following table provides specific information for configuring the OLAP and Advanced Reports field rules for some key internal reports in the Eagle Portal.
Portal Internal Report Type | Field Rules |
Entity Selector | Fields with the following XML tags must be contained in the field rule:
These fields are used to build the link for the Entity Selector report. |
Security Lookup | Fields with the following XML tags must be contained in the field rule:
The Security Alias field is used as a unique identifier for the securities. The Issue Name field is used as the default sort value in the security lookup results. |
Once you have configured these field rules, you can define internal reports in the Portal Query Explorer.
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Set Up One Entity Selector Report for All Users
The Entity Selector report controls the fields you want to use for searching portfolios. This report is required. In this example, one Entity Selector is set up to be used by everyone at the company.
To set up one Entity Selector report for all users:
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.Scroll down and double click the Entity Selector (internal) row.
You see the Query Settings dialog box.
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options on the Query Settings dialog box.
The following table describes each option on the Query Settings dialog box.
Option | Description |
Name | Displays the name of the internal report. |
Type | Displays the type of report, which is Internal. |
Rule | Allows you to select a field rule. Click the ellipsis and select the Position field rule from the Select Report Rule dialog box. The field rule must contain fields with the ENTITY_ID and ENTITY_NAME XML tags. It may also contain fields from the Entity and Entity Characteristic tables. |
Source | Displays the Define Report Sources dialog box, which allows you to specify the source of the holdings data. |
Filter | Allows you to define a filter. |
Access | Determines whether to grant access to the internal report. |
Click Next. In Assign Queries, this report is assigned to everyone by default.
Click Finish.
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Set Up Entity Selector Report for Multiple Business Groups
You can set up the Entity Selector report for multiple entity selectors for different business groups. In this example, an entity selector is configured and assigned to the Portal Client Services business group.
To set up one Entity Selector report for multiple business groups:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
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