In the Eagle Portal, you can define how query report results are displayed in the views that you created or in the shared views that are available to you. You can also set default query view options, for example, you can set a default view to be displayed every time you run a specific query report.

You must have permissions to manage query views and defaults. Check with the Eagle Portal Administrator to ensure that you have the appropriate permissions.

Access All Query Views

To access all query views:

From the Eagle Portal main window, click Queries, select a query group, and click to select a query.
You see the Query window displayed in the default view. The query report name is next to the Query Name header.
Click the Manage drop down menu and select Views.
You see the Views window with My Views and Shared Views areas.
Under My Views, click the check box next to the view you wish to edit, copy, or delete.
Click to publish the view so it becomes available as a shared view to other Eagle Portal users. See the Publish Query Views section.
Under Shared Views, click the check box next to the view you wish to edit, copy, or delete.

You can edit only the shared views that you have published.

Select the Default Query View

To select a default view for the query:

From the Eagle Portal main window, click Queries, select a query group, and click to select a query.
You see the Query window displayed in the default view. The query report name is next to the Query Name header.
Click the Manage drop down menu and select Defaults.
You see the Set Initial View dialog box.
Click the appropriate option, Set default view for all, Set default view for a user, or Set default view for a group, to specify if the default view may be used by all Eagle Portal users, specific individual users, or specific user groups.
NOTE: If you have Eagle Portal Administrator privileges, you can set a default view for others, otherwise, you can only set a default view for yourself.
Under Available Views, select a default view from the Set Default View drop down menu.
Click Apply and then click OK to save your changes.

Select Criteria for the Default Query View

To select criteria for the default query view:

From the Eagle Portal main window, click Queries, select a query group, and click to select a query.
You see the Query window displayed in the default view. The query report name is next to the Query Name header.
Click the Manage drop down menu and select Defaults.
You see the Set Initial View dialog box.
Click View Criteria in the left navigation.
You see the View Criteria dialog box.
Select the appropriate options:
–  Current View. Allows you to select the query view.
–  Portfolio. When checked, allows you to use the default portfolio defined by the Eagle Portal Administrator. When unchecked, allows you to select one or more portfolios for the query view.
–  Date Rule. Allows you to select a default date rule for the query view.
–  Auto Run. Allows you to specify if the query view must always run with the defined criteria.
Click Apply and then click OK to save your changes.

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