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Portal Internal Report Type

Field Rules

Entity Selector

Fields with the following XML tags must be contained in the field rule:

  • ENTITY_ID

  • ENTITY_NAME

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:

  • SECURITY_ALIAS

  • ISSUE_NAME

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.