About the Position Viewer Tool

In Accounting Center, you can use the Position Viewer tool to research all types of positions in Eagle's accounting solution.

To access the Position Viewer tool:

In Accounting Center, in the left navigation pane, click Reports > Position Viewer.
You see the Position Viewer workspace, which allows you to review cost, cash, and income positions. 

The Position Viewer 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, and can select additional fields to refine your query.

• Grid. When you execute a query, the 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-related tabs for viewing data related to a specific position.