In the Accounting Center, you can use the Cash Projections Viewer tool to create, edit, and review cash projections, as well as to generate cash projection reports. .
To access the Position Viewer tool:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Position Viewer in the Start Search text box.
- Click the Position Viewer (Accounting Center) link to access the Position Viewer tool.
You see the Position workspace.
The Position workspace includes the following panes:
- Search Details. In the Search Details pane, you can query position data for one portfolio, one portfolio for one security, or all portfolios.
- Grid. When you execute a query, the Position grid displays a list of positions that match the query criteria you entered in the Search Details pane
- Reports. The Reports pane displays the Cost, Cash, Income, (and Wash Sale Adjustment, if appropriate) tabs for viewing data related to a specific position.
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