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  • Log in to the Eagle Portal.
    You see the Dashboards window as the default.

  • Click New from the Current View menu, or click Views from the Manage menu and select New.
    You see the View window.

  • In the Name field, enter a name for the view. Enter a description for the view in the description field.

  • Click the Translation icon to add a translation if you are running a multilingual Eagle Portal. Instead of entering an English value for the name and description, you can enter the value in the language you are using.

  • Click Edit Layout.
    You see the Page Layouts dialog box.

    Page Layouts WindowImage Removed

  • Select a layout for the new dashboard view and click OK.
    You see the Selected Page Layout.
    The dashboard parts in the Content section are available for you to use when creating a dashboard view. The available dashboard parts are determined by the Eagle Portal Administrator.

  • Drag the dashboard parts you want to use from the Content section of the window and drop them into the selected page layout.

  • To remove a selected dashboard part from the page layout and return to Content, click x.

    • Click Save.
    The dashboard view is created.

    This section describes how to manage and configure dashboard parts and dashboard views in the Eagle Portal.

    About the Dashboard

    In the Eagle Portal, the dashboard is a report that contains different types of information that Portal users can view. The report can contain different types of information, such as portfolio overview, holdings, performance, and transactions.

    A dashboard is made up of various dashboard parts. Each part is built from an Eagle Portal query. When you create a dashboard part, you can choose to display the data initially in data format, chart format, or both. When you select Both, the dashboard part is an interactive part, and you can toggle between data and chart when viewing the dashboard view in the Eagle Portal.

    In this section

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    Create a Dashboard Part

    You can use the Dashboard Wizard to create dashboard parts. The options you see are dynamic and only display if they are available for the query type you have selected for building the dashboard part.

    To create a new dashboard part:

    1. Log in to the Eagle Portal.
      You see the Dashboards window as the default.

    2. Click the Manage drop down menu and select Parts.

    3. Select New.
      You see the Define window.

    4. Complete the options in the Define window.

    5. Click Next to continue.
      You see the Design window.

    6. Complete the options in the Design window.

    7. Click Next to continue.
      You see the Display window.

    8. Complete the options on the Display window.

    9. Click Next to continue.
      You see the Publish window.

    10. Click Add/Remove to assign the dashboard part to specific users or business groups. Or, check the Make this available to all users checkbox to make the dashboard part available to all users.

    11. Click Finish.
      The dashboard part is now created.

    Create a Dashboard View

    You can begin to create a dashboard view once you have all the dashboard parts selected.

    To create a dashboard view: