Query Settings Dialog Box - Add a Query REport

Option

Description

Access

Determines whether a report is displayed on the Eagle Portal's Queries menu. For example, if you discover a report contains incorrect data such as pricing, you may want to remove access so your users do not unknowingly run a report while you investigate. Once you correct the pricing error, you can grant access again and the report is displayed on the Queries menu.

Business Calendar

Displays the Define Query Business Calendar dialog box, which allows you to specify the dates on which a user can perform a query

Composite Enumeration

Allows you to enumerate at the composite or constituent level. This option is only available for access position, access cash activity, and access trade report types.

Detail Field Snapshot

When configuring a query using a Data Mart grouped model, you can specify using different Data Mart Instances for the grouped model and its Detail fields.

Detail Fields

This option is displayed if the query is built using a Data Mart model. Contains detail field information for the query.

Data Mart Instance

This option is displayed if the query is built using a Data Mart model. By default, Default is the Data Mart Instance selected. You can specify using a different Data Mart Instance for the query if the Data Mart Instance is configured in the Manage Data Marts window.

Data Mart Snapshot

This option is displayed if the query is built using a Data Mart model. By default, Default is the Data Mart Snapshot selected. You can specify using a different Data Mart Snapshot for the query if the snapshot is configured in the Manage Marts Snapshots window.

Date Rules

Allows you to define date rules.

Detail Fields

This option is displayed if you selected a grouped Data Mart model. Defining these fields enable your users to drill down from grouped model to the details in Data Mart's detailed models.

Entity Filter

Allows you to define a filter that filters query data for specific entities.

Filter

Allows you to define a filter that filters data returned from a query.

Header Fields

This is available if the query is built using ACCESS DATAMART or ACCESS SQL QUERY with the optional Header Type feature. When used with ACCESS DATAMART, these fields are from the Data Mart Fund Summary model. When used with ACCESS SQL QUERY, these fields are from the Data Mart security details model.

Header Types

This option is displayed if the query is built using ACCESS SQL QUERY type. This is an optional feature you can use for displaying fields in Data Mart Security Details model on top of query report.

Maximum Rows

Allows you to specify the maximum number of rows returned in a query report. This field is optional. The value in this field overrides any default value that you configure for the Eagle Portal.

Menu Category

Specifies the menu on which the query report is displayed.

Name

This is the name of your query report. Clicking Add Report displays the Add New Portal Report Name dialog box. Enter a short description, which becomes the code value for the query, and a long description, which becomes the name of the query on the Eagle Portal menus.

Report Fields

This option is displayed if you are building a query using a Data Mart model.

Rule

Allows you to select a field rule or report profile.

Rule for Default Date

Allows you to specify a rule for the default date.

Sources

Displays the Define Report Sources dialog box, which allows you to specify the data sources on which to perform the query.

Type

Allows you to select a supported report type on which a query can be built. Query settings are dynamic. The fields that you see are determined by your Type selection.

Visualization

Allows you to configure non-server based query types for cross tab functionality in the Eagle Portal. Grid is selected by default but you can select Cross Tab from the drop down menu if you want to configure the query for cross tab functionality.