This section describes how to manage date rules, configure OLAP Reports, Advanced Reports, and Eagle Accounting Reports for distribution
About the Inbox
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The Eagle Portal Inbox in the Reports window is a central location where users can view reports and other internal documents from the Eagle warehouse and Eagle accounting system over the Internet.
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From the Reports window, you can view reports sent to the Inbox, view scheduled reports, and create new reports for submission. Inbox reports and the count of new reports received are displayed in the Reports window.
You can view reports sent in the following file formats:
Adobe Systems Portable Document Format (PDF)
Microsoft Excel format (XLS)
Eagle Investment Systems proprietary format (ERX)
Comma Separated Value text format (CSV)
You can also view non-Eagle reports. However, you must build a custom utility as part of the Eagle Portal implementation or use the Portal Direct Document Delivery tool. For more information, contact our professional services team for information on the Portal Direct Document Delivery tool.ribution, and how
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In this section
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Resubmit Reports
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to
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resubmit reports
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Add a Report Profile
To add a report profile:
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From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
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Enter Portal Administration in the Start Search text box.
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Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.
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Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.
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Click the Portal Query Explorer drop down menu and select User Settings Explorer.
You see the User Settings Explorer window.
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Under Portal User Settings, click Report Profiles.
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Click Add.
You see the Resubmit/Inbox Profile properties dialog box.
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In Profile Name, click the ellipsis, and double click a report profile to select it.
You return to the Resubmit/Inbox Profile Properties dialog box.
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In Options, click the ellipsis.
You see the Resubmit Options dialog box.
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Select options for the report and click OK.
As of Date and Entity Selector are required options.
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Complete the necessary resubmit options.
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After clicking OK, you return to the Resubmit/Inbox Profile Properties dialog box.
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In Entity Criteria, click the ellipsis if you want to set up entity criteria for the report and click OK.
You return to the Resubmit/Inbox Profile Properties dialog box.
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In Category, select a category for this report.
The categories are defined using code values in the Codes window in the System Management Center. The code for Inbox submission is Portal Report Types and the interface is Eagle PACE.
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In Available to, specify where the report is available for users to run.
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In Date Rules, click the ellipsis, configure the date rule and click OK.
Date rules allow users to run reports for a specified period, for example, today, yesterday, or this week. Report specific date rules override any other date rules. This allows you to limit the number of rules that are available, based on the particular report type.
You see the User Settings Explorer window.
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If using a report type of ACCESS PERFORMANCE ANALYSIS or ACCESS CONCENTRATION, you can run the report using Benchmark Override. Click the ellipsis to select a Benchmark Override value.
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in
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Edit a Report Profile
To edit a report profile:
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the Eagle
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Portal
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Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.
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Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.
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Click the Portal Query Explorer drop down menu and select User Settings Explorer.
You see the User Settings Explorer window.
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Under Resubmission/Inbox, click Report Profiles.
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Click to select a report profile and click Edit.
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Modify user settings and click OK.
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To remove a report profile, under Resubmission/Inbox, click Report Profiles.
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Click to select a report profile and click Remove.
Enable Resubmit Scheduling Options
In the Eagle Portal, you can resubmit a report to run on an ad hoc (on demand) or scheduled basis. To run a report on scheduled basis, you need to defines the scheduling frequencies. Once you define scheduling frequencies, such as daily, weekly, monthly, or quarterly, you can enable the scheduling options in the Eagle Portal.
To enable resubmit scheduling options:
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From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
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Enter Portal Administration in the Start Search text box.
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Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.
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Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.
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Click the Portal Query Explorer drop down menu and select Global Settings Explorer.
You see the Global Settings Explorer window.
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Click Miscellaneous.
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Click the ellipsis in Default Query Row Limit, enter the number of rows, and click OK.
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Click Resubmit schedule.
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Under Schedule names, enter a descriptive name for the scheduling option in a blank row.
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Click the drop down arrow and select the event package that corresponds to the schedule you are enabling for the Eagle Portal user.
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