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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 Add Query.
You see the Query Settings dialog box.Complete the options on the Query Settings dialog box and click Next.
Click the ellipsis in Report Fields.
You see the Report Field Selection dialog box.Specify a date rule for the fields by clicking the ellipsis in the As Of column.
The ability to assign specific date rules to individual Data Mart fields allows you to be more efficient in your storage of data in the Data Mart. Data values that are unchanged from past dates, such as Prior Year Return, do not have to be recalculated daily to be shown in Portal next to data fields that require daily recalculation, such as Year to Date Return.
After clicking the ellipsis, you see the Portal Date Rule Selector dialog box.Select the date rules and click OK.
You see report results after running the query in the Eagle Portal.
About the EAGLEMART Packaged Portal Content
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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.In the Portal Query Explorer, click Add Query.
You see the Query Settings dialog box.Complete the
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options on the Query Settings dialog box.
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The inputs to the ACCESS SQL QUERY are dynamic. Date inputs may or may not exist, and there may be multiple date inputs.
The following table describes options on the Query Settings dialog box that are specific to the ACCESS SQL QUERY type.
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