In the Eagle Portal, you can run dashboard reports for one or more portfolios to display results of query reports in a multifaceted format based on the requirements of your organization.
To run a dashboard report for selected portfolios: 1. From
- From the Eagle Portal main window, click Dashboards.
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- You see the Dashboards window displayed in the default view. The default view name is next to the Dashboard View drop down menu.
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- To run a dashboard report for different portfolios and dates, click Edit Criteria.
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- You see the Edit Criteria dialog box.
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- Select the appropriate options.
– Dashboard View. Allows you to select a view. You can select from the views you created or from the shared views that are available to you.
– Search drop down menu. Allows you to select which field to use in searching. You can also search by Favorite portfolios.
– Search text box. Allows you to enter the search criteria.
– Advanced Search. Allows you to display all the available information that matches the search criteria.
– Date. Allows you to select a date or a date range for the dashboard view. You can click the drop down arrow to select a date from the calendar or enter the date directly into the text box.
– Restore Defaults. Allows to reset all the changes you made to the dashboard view criteria and use default dashboard information.
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- Click Submit.
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- You see the dashboard report results presented in the current dashboard view.
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- To manage the way dashboard report results are displayed in the current view, click the Current View drop down menu and select the appropriate options.
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- To select another view, click the Dashboard View drop down menu and select another view.
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- The view you selected becomes the current view. You can select from the Dashboard views you created or from the shared Dashboard views that are available to you.
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