In the Eagle Portal, you can run query reports to instantly retrieve data based on portfolios and report dates you specify. To run query reports that are available to you, click Queries in the Eagle Portal's main window.

About Query Reports

About All Query Reports

In the Eagle Portal, all dynamically generated query reports are defined and configured by the Eagle Portal Administrator. To run these reports, you need to know the portfolio name and the time period for the report. Or, you can define and use default values for both the portfolio name and the time period.

After you have run the query report, you can customize how results are displayed. You can select a view from the views you have created or from the shared views that are available to you. You can change groupings, add performance calculations, set result filters, display results in a chart, or drill down to view additional information. You can also export query report results to various file formats.

About Eagle Data Mart Query Reports

In the Eagle Portal, you can run query reports in real time by dynamically querying the Eagle data warehouse and generating reports from a wide range of categories. You can run queries that are sourced directly from the Eagle data warehouse for a real-time perspective or from the aggregated and enriched data published to the Eagle Data Mart. You can view the Eagle Data Mart position details if the Eagle Portal Administrator configured the query report to use grouped Eagle Data Mart models and Eagle Data Mart detail fields.

About MicroStrategy Query Reports

If your organization has implemented MicroStrategy and you have appropriate permissions, you can run MicroStrategy query reports from the Queries drop down menu. For more information about configuring MicroStrategy query reports, refer to the Eagle Portal System Administration Guide.

If you have appropriate permissions, you can also access the MicroStrategy Web application from the Eagle Portal. Click the Microstrategy Web drop down menu in the upper right corner of the Eagle Portal's main window.

Run Query Reports

In the Eagle Portal, you can customize how query report results are displayed in the current view by showing results in a chart, adding or removing columns, performing rollup calculations, grouping the results by different levels, or setting up filters with complex conditions. You can manage columns by re-arranging the column order or sorting the column data. For query reports that are not grouped, you can lock a column in place for easier horizontal scrolling. For query reports that are grouped, you can drill down and expand the results for viewing at different levels. You can also create a new current view, print the current view, or copy and customize a shared view.

Access Options for the Query Current View

To access options for the query current view:

1. From the Eagle Portal main window, run a query report.
2. Click the Current View drop down menu and select the appropriate options:
   –  Enable/Disable Charts. Allows you to configure query results to display in a chart format.
   –  Add/Remove Columns. Allows you to manage how query result columns are displayed and manage grouped query results.
   –  Save. Allows you to save the view you created.
   –  Save As. Allows you to create a new view for the query report or copy and customize a shared view.
   –  Advanced Filter. Allows you to create a filter for complex results filtering.
   –  Print. Allows you to print the information displayed in the current view.
   NOTE: For MicroStrategy reports, only the Save and Save As options are available in the Current View drop down menu.
3. To save your changes to the current view, click the Current View drop down menu and select Save.

Enable and Configure Charts

To enable and configure query report result charts:

1. From the Eagle Portal main window, run a query report.
2. Click the Current View drop down menu and select Enable Charts.
   You see the Data/Chart drop down menu displayed to the left of the Current View drop down menu.
3. To configure chart settings, click the Data/Chart drop down menu, select Chart, and click Manage Chart Settings. 
   You see the Chart window.
   Image Removed
4. Select a chart type: Pie, Line, Bar, Bubble, Column, or Stacked.
5. Select the appropriate options for each chart type.
6. Click Apply Chart Settings to save your changes.
7. To toggle between the data and chart presentation of the results, click Data or Chart on the Data/Chart drop down menu. 
   NOTE: If you enabled charting for a query, you can drill down to see the details if the query has at least two grouping levels. You can also export the results of the drill down.
8. To disable charts, click the Current View drop down menu and select Disable Charts.
9. To save your changes to the current view, click the Current View drop down menu and select Save.

Manage Result Columns

To manage query report result columns:

1. From the Eagle Portal main window, run a query report.
2. Click the Current View drop down menu and select Add/Remove Columns:
   –  In the Add/Remove Columns dialog box, click the column name and click the left or right arrow to add or remove columns. To add or remove all columns at once, click Add All or Remove All.
   –  Click the up and down arrows to change the order of how the columns are displayed.
   –  To add or manage percent fields, click Manage Percent Fields in the top right corner of the Add/Remove Columns dialog box and complete the fields in the Manage Percent Fields dialog box. Click the Update icon and click Close.
   –  Click Save in the Add/Remove Columns dialog box.
3. Click the drop down arrow of any column heading to sort, group, or perform calculations on that column:
   –  To sort a column, click the drop down arrow on the right side of the column name and select the appropriate sort option.
   –  To sort multiple columns, first sort one column, then press Shift and click the next column you want to sort. To sort additional columns, click Shiftagain and click another column to sort.
   –  To group by column, drag the column heading to the Grouped by area.
   –  To perform a roll up calculation on a column, click the drop down arrow on the right side of the column name and select Rollup from the Calculation drop down menu.
4. To filter column data, click the drop down arrow on the right side of the column name, select the appropriate filter option, and click OK.
5. For queries that are not grouped, you can lock columns for easier horizontal display:
   –  Click the column name and click Image Removed to lock this column in place. You see a Image Removed next to the column name and the column has moved to the left-most position in the window.
   –  Use the horizontal scroll bar to view all the columns to the right.
   –  To unlock the column, click Image Removed . You see a Image Removed next to the column name and the column has moved back to its original position in the window.
6. To save your changes to the current view, click the Current View drop down menu and select Save.
   NOTE: Query report results are displayed with the default column width that may be customized by the Eagle Portal Administrator based on the requirements of your organization. For more information about customizing query report columns, refer to the Eagle Portal System Administration Guide.

Manage Grouped Result Columns

To manage grouped query report result columns:

1. From the Eagle Portal main window, run a query report.
2. To view grouped query results, click the Explode drop down menu.
   You see the column names that were used for grouping and the Security Level option.
3. To view results grouped by a column, click the column name on the Explode drop down menu.
   You see that the plus sign (+) in the group name changed to a minus sign (-) to indicate that the group is expanded.
4. To view security level details, click the Security Level option on the Explode drop down menu.
5. ClickImage Removedto view security related information and click the Security Details and Security Cross Reference tabs, respectively.
6. ClickImage Removedto access the Bloomberg Web site for details about a security.
7. If the results are for a grouped Eagle Data Mart query, click Details next to the Query Name header to see details for the available Eagle Data Mart group models.
   This option allows you to view Eagle Data Mart's position details. For more information about Eagle Data Mart queries, refer to the Eagle Portal System Administration Guide.
8. If the query report is configured to use a header (Header Report Internal or Eagle Data Mart header fields), click View Summary in the right corner of the window. 
   This option allows you to view summary level information. For more information about configuring headers, refer to the Eagle Portal System Administration Guide.
9. To create a grouping, click the drop down menu on the right side of any column name and select Group By. Or, drag the column name to the Grouped by area. To remove a grouping, click Remove from Grouping.
10. To save your changes to the current view, click the Current View drop down menu and select Save.

Create a New Query View

To create a new query view:

1. From the Eagle Portal main window, run a query report.
2. To create a new view from the current view, click the Current View drop down and select Save As.
   NOTE: If you wish to create a new view from the shared views, click the Manage drop down, select Views, and select a shared view that you wish to copy.
   You see the Save View As dialog box.
3. Enter the name and description for the new view and click Create.
4. To access the new view, click the Manage drop down menu, click Views, and select the new view under My Views. Or, if you copied a shared view, click the Manage drop down menu, click Views, and select the new view under Shared Views.

Create an Advanced Filter

To create an advanced filter:

1. From the Eagle Portal main window, run a query report.
2. Click the Current View drop down menu and select Advanced Filter.
   You see the Filter Builder dialog box with the And condition as the default.
3. To add a filter condition, click And, select Add Condition, and select the appropriate filter condition.
4. Click the plus sign (+) to add a new condition.
5. Click OK to save your changes to the filter.
   You see the filter check box and the filter name in the left corner of the window. This filter is applied to the query report results.
6. To remove the filter, click to uncheck the filter check box, or click And in the Filter Builder dialog box, select Remove, and click OK.
7. To clear all filters from the current view, click Clear in the right corner of the window.
8. To save your changes to the current view, click the Current View drop down menu and select Save.

Print a Query View

To print the query current view:

1. From the Eagle Portal main window, run a query report.
2. Click the Current View drop down menu and select Print.
3. Select the appropriate printer to print the query report results in the current view.

Manage Query Views and Defaults

In the Eagle Portal, you can define how query report results are displayed in the views that you created or in the shared views that are available to you. You can also set default query view options, for example, you can set a default view to be displayed every time you run a specific query report.
NOTE: You must have permissions to manage query views and defaults. Check with the Eagle Portal Administrator to ensure that you have the appropriate permissions.

Access All Query Views

To access all query views:

1. From the Eagle Portal main window, click Queries, select a query group, and click to select a query.
   You see the Query window displayed in the default view. The query report name is next to the Query Name header.
2. Click the Manage drop down menu and select Views.
   You see the Views window with My Views and Shared Views areas.
3. Under My Views, click the check box next to the view you wish to edit, copy, or delete.
4. Click Image Removed to publish the view so it becomes available as a shared view to other Eagle Portal users. See the Publish Query Views section.
5. Under Shared Views, click the check box next to the view you wish to edit, copy, or delete.
   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 the Eagle Portal main window, click Queries, select a query group, and click to select a query.
   You see the Query window displayed in the default view. The query report name is next to the Query Name header.
2. Click the Manage drop down menu and select Defaults.
   You see the Set Initial View dialog box.
3. 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.
   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.
4. Under Available Views, select a default view from the Set Default View drop down menu.
5. 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 the Eagle Portal main window, click Queries, select a query group, and click to select a query.
   You see the Query window displayed in the default view. The query report name is next to the Query Name header.
2. Click the Manage drop down menu and select Defaults.
   You see the Set Initial View dialog box.
3. Click View Criteria in the left navigation.
   You see the View Criteria dialog box.
4. 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.
5. Click Apply and then click OK to save your changes.

Publish Query Views

In the Eagle Portal, you can publish query views to make them available to all Eagle Portal users, specific individual users, or specific user groups.

To publish a query view:

1. From the Eagle Portal main window, click Queries, select a query group, and click to select a query.
   You see the Query window displayed in the default view. The query report name is next to the Query Name header.
2. Click the Manage drop down menu and select Views.
   You see Views window with My Views and Shared Views areas.
3. To publish a view you created, under My Views, click the check box next to the view and click Image Removed.
4. To republish a shared view, under Shared Views, click the check box next to the view and click Modify.
   You see the Publish View window.
5. Select the appropriate options:
   –  Publish As. Allows you to assign a name to the query view and select multilingual translation options, if needed.
   –  Description. Allows you to enter a brief description of the published query view and select multilingual translation options, if needed.
   –  Re-publish the contents of this view. Allows you to make changes to the published query view after the initial publishing.
   –  Make this available to all users. Allows you to make the query view available to all Eagle Portal users.
   –  Add/Remove. Allows you to specify the users or groups that will have access to the published view. You can search by user name or group name to quickly locate the user or group.
6. Click Save and Publish.
   You see that the query view you published is displayed in the Shared Views area of the Views window.

Export Query Results

In the Eagle Portal, you can export query report results to various file formats. You can also select how to distribute the results, in an analysis mode or all rows.

To export query report results:

For more information on how you can run, manage or publish the query reports, visit:

• Run Query Reports
• Manage the Query Current View
• Manage Query Views and Defaults
• Publish Query Views
• Export Query Results