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  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

  2. Enter Portal Administration in the Start Search text box.

  3. Click the Portal Administration (Reporting Center) link to access Portal Administration.
    You see the Portal Administration window.

  4. Click Yes in the Do you see the Eagle logo here? dialog box.
    You see the Portal Query Explorer window as the default.

  5. Click the Add Query link.

  6. Complete the fields options on the Query Settings dialog box and click Next.

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  1. .

  2. For this example, select Vertical View from the View Type drop down list.
    You see the Query Result Configuration dialog box. Note the Display Dimensions section in the following figure.

  3. In Rows, specify the number of rows you want to display in your query results and click Apply.
    The value for Columns is set to 1 and cannot be modified because the display dimensions for the Vertical View are for a single entity. However, you can run this query report for more than one entity to view display dimensions for multiple entities.
    You see four rows below the Display Dimensions section on the Query Result Configuration dialog box.

  4. Click the ellipsis to the right of the first cell in the first blank row.
    You see the Field Setup dialog box.

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  1. In Cell Type, select Title.

  2. In Text Value, enter the text you want to use as the column header in your query results, and click OK.

  3. Click the ellipsis button to the right of the second cell in the first row.
    You see the Field Setup dialog box.

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  1. In Cell Type, select Value.

  2. In Field Name, select a field from the drop down list.

  3. Accept the remaining default values and click OK.

  4. Repeat these steps to complete the remaining rows in the Query Result Configuration dialog box.
    The following figure displays

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  1. the query results in the Eagle Portal for the ACCESS DATAMART FUND VIEWS REPORT type with this vertical view. The query was run for multiple entities and each row (Performance Overview for, Investment Base

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For comparison purposes, the following figure shows report results after running the query in the Eagle Portal and configuring it with a multiline view.

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The following figure shows report results after running the query in the Eagle Portal and configuring it with a time series view.

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  1. , Gain/Loss, and Return) displays the text value that was defined in the Field Setup dialog box in the Query Result Configuration dialog box.

    Vertical Review Report ResultsImage Added

Add an ACCESS DATAMART Query

The ACCESS DATAMART type can be used for viewing Data Mart’s fund summary, group level or detailed models. It can also be configured so that users can view data in a transposed time series view. Each column of data represents a different effective date of data. Since this view displays a different date for each column, it requires one date rule per column.

To add an ACCESS DATAMART query:

From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

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