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:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

2. Enter Portal Administration in the Start Search text box.

3. Click the Portal Administration (Reporting Center) link to access Portal Administration.
   You see the Portal Administration window.

4. Click Yes in the Do you see the Eagle logo here? dialog box.
   You see the Portal Query Explorer window as the default.

5. Scroll down and double click the Header Report (internal) row.
   You see the Query Settings dialog box

6. Complete the options on the Query Settings dialog box.

7. Click Next. In Assign Queries, this report is assigned to everyone by default.

8. Click Finish.