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To manage portfolio options: 1.    From

1. From the Eagle Portal main window, click Settings in the top right corner.
   

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1. You see the Settings dialog box with the Change Password option as the default.

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1. Click Portfolios in the left navigation.

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1. Select the appropriate options:
   –  Allow for case sensitivity (Applies to Oracle only). Allows you to indicate if the entity information may be case sensitive.
   –  Allow multiple portfolios to be selected for dashboards. Allows multiple portfolios to be selected for dashboard reports. If enabled, you can select more than one fund when running dashboard reports.
   –  My Portfolios Area. Allows you access and manage portfolios that are available to you.
   –  Number of Portfolios per page. Allows you select the number of portfolios to display per page in the Portfolios window.
   

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1. –  Portfolio Selector: Display column name from Entity table. Specifies the portfolio display column name from the RULESDBO.ENTITY table. Default column name is ENTITY_NAME.
   –  Portfolio Selector: Items per page. Allows you to select the number of portfolios to display during the search.
   –  Portfolio Suggest: Retain selected portfolio across query reports. Allows you to retain the selected portfolio when navigating between query reports, keeping the current portfolio active.
   –  Use exact match on character fields. Allows you to specify if an exact match must be found before the Portfolio Selector returns any results.

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1. Click Save to save your changes.