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  1. Log in to the Eagle Portal.

  2. From the Dashboards window, select Parts from the Manage menu.
    You see all the available dashboard parts.

    Available Dashboard PartsImage RemovedAvailable Dashboard PartsImage Added
  3. Complete the dashboards options for the dashboard parts.

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The following table lists the options available in the Design window.

Option

Description

Calculation Options

Calculation options for a numeric field include:

  • Average

  • Harmonic Mean

  • Sum

  • Weighted Average

  • Calculation options for a text field include:

  • Rollup of the text value

Filter

Allows you to filter the data returned for a part.

Dates

Determines the date or date range for which to retrieve data for the part. For example, if a part defined a gain or loss summary for the period of one year, you would use a year for the date rule. If the part was holdings related, you would typically use a current date rule.

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