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To access all query views: 1. From
- From the Eagle Portal main window, click Queries, select a query group, and click to select a query.
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- You see the Query window displayed in the default view. The query report name is next to the Query Name header.
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- Click the Manage drop down menu and select Views.
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- You see the Views window with My Views and Shared Views areas.
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- Under My Views, click the check box next to the view you wish to edit, copy, or delete.
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- Click
to publish the view so it becomes available as a shared view to other Eagle Portal users. See the Publish Query Views section.
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- Under Shared Views, click the check box next to the view you wish to edit, copy, or delete.
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- NOTE: You can edit only the shared views that you have published.
Select the Default Query View
To select a default view for the query: 1. From
- From the Eagle Portal main window, click Queries, select a query group, and click to select a query.
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- You see the Query window displayed in the default view. The query report name is next to the Query Name header.
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- Click the Manage drop down menu and select Defaults.
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- You see the Set Initial View dialog box.
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- Click the appropriate option, Set default view for all, Set default view for a user, or Set default view for a group, to specify if the default view may be used by all Eagle Portal users, specific individual users, or specific user groups.
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- NOTE: If you have Eagle Portal Administrator privileges, you can set a default view for others, otherwise, you can only set a default view for yourself.
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- Under Available Views, select a default view from the Set Default View drop down menu.
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- Click Apply and then click OK to save your changes.
Select Criteria for the Default Query View
To select criteria for the default query view: 1. From
- From the Eagle Portal main window, click Queries, select a query group, and click to select a query.
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- You see the Query window displayed in the default view. The query report name is next to the Query Name header.
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- Click the Manage drop down menu and select Defaults.
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- You see the Set Initial View dialog box.
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- Click View Criteria in the left navigation.
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- You see the View Criteria dialog box.
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- Select the appropriate options:
– Current View. Allows you to select the query view.
– Portfolio. When checked, allows you to use the default portfolio defined by the Eagle Portal Administrator. When unchecked, allows you to select one or more portfolios for the query view.
– Date Rule. Allows you to select a default date rule for the query view.
– Auto Run. Allows you to specify if the query view must always run with the defined criteria.
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- Click Apply and then click OK to save your changes.
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