Configure Internal Reports

This section describes how to configure internal reports in the Eagle Portal. Internal reports manage how the information is displayed in the Eagle Portal.

About Internal Reports

A set of internal reports manage how the information is displayed in the Eagle Portal. You can configure and assign them to everyone, groups, or users. If all your users can use the same internal report, then assign it to everyone. If not, best practice is to configure multiples of these internal reports and assign them to various groups.

These internal reports include:

In this Section

Entity Selector. This is ACCESS ENTITY SELECTOR type and determines the fields used for searching portfolios. This report is required.
Position Header. This is ACCESS POSITION HEADER type and displays portfolio based summary information in the header area of all query reports. This report is optional.
Security Lookup. This is ACCESS SECURITY SELECTOR type and determines the information returned in the lookup function that is available in the Security Cross Reference query. This report is optional.

The Entity Selector report controls the fields you want to use for searching portfolios. This report is required. In this example, one Entity Selector is set up to be used by everyone at the company.

Set Up the Header Report

The Header report displays holdings information for an account in a query at the top of the query results. This report is optional. You can create one header report that is used by all your users. If your users require different header reports, you can create multiple header reports and assign them to the different business groups. This report can contain up to four fields from the Position table, the Effective Date is a required field.

In the Header Report, you can toggle between the Close Summary and View Summary views.

To set up one Header Report for all users:

From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Portal Administration in the Start Search text box.
Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.
Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.
Scroll down and double click the Header Report (internal) row.
You see the Query Settings dialog box
Complete the options on the Query Settings dialog box.
Click Next. In Assign Queries, this report is assigned to everyone by default.
Click Finish.

Set Up One Security Lookup Report

The Security Lookup report defines the fields that are displayed in the results of the Security Cross Reference query. This report is optional. The example below shows that one Security Lookup Report is set up to be used for everyone.

To set up one Security Lookup Report for all users:

From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Portal Administration in the Start Search text box.
Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.
Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.
Scroll down and double click the Security Lookup (internal) row.
You see the Query Settings dialog box
Complete the options in the Query Settings dialog box.
Click Next. In Assign Queries this report is assigned to everyone by default.
Click Finish.

Set Up Security Lookup Report for Multiple Business Groups

You can set up the Security Lookup Report to use multiple security selectors for different business groups.

To set up one Security Lookup Report for multiple business groups:

From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Portal Administration in the Start Search text box.
Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.
Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.
Click Add Query and type a name for the query you are creating.
Select ACCESS SECURITY SELECTOR in the Type field.
Select a Security rule to be used for this query.
Define a filter for the query, if needed.
Select a Business Calendar if one should be used for query.
Click Next.
Click Next to access the Assign Queries dialog box.
Click the Groups folder and select the group that should use this security selector.
Click Finish to save your changes.