Submit Scheduled Reports to Portal

Owned by Becky Weinberg (Unlicensed)
Last updated: Jul 05, 2023 by Nancy Cohn (Deactivated)
3 min read

This section describes the how to submit scheduled reports to Portal.

Report Package

To send OLAP Reports and Advanced Reports to the Inbox, you need to set up a report package using the Advanced Report functionality. Once you create a report package, you can select the reports to include in the package, the users or business groups to whom you want to distribute the report package, and specify report options for each report in the package.

To send reports to the Inbox:

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

  2. Enter General Reporting in the Start Search text box.

  3. Click the General Reporting (Reporting Center) link.
    You see the Reporting Center window.

  4. Click Yes in the Do you see the Eagle logo here? dialog box.
    You see the General Reporting window.

  5. Click the Reports tab.

  6. View existing reports. For example, in the left pane of the Reports window, click to open the Reports folder, and then the Performance Analysis folder.
    You see a list of existing Performance Analysis reports.

  7. Scroll down and double click the report you want to edit.
    You see the Editing a Performance Analysis Report dialog box.

  8. Click Next to see the scheduling options. Under Specify your Report options by clicking on the button below, click the Options button.
    You see the Report Options dialog box.

  9. Under Distribution Options, select Send the Result to portal.

  10. In Send the Result to portal, click the ellipsis, and click OK.
    You see the Send to Portal dialog box.

  11. Select the format in which to distribute the report to the Eagle Portal.
    To send an ERX report, select Eagle Report Exchange. This is Eagle's proprietary format for viewing reports. To view reports in this format, you must have downloaded and installed Eagle's ERX Viewer.

  12. Select a category from the Category drop down menu. This option determines the menu under which the report will be displayed. Categories are configured using the Internal Report Category code value, IRPTCATEGORY.

  13. Select a scheduling frequency from the Frequency drop down menu and click OK. This option assigns a schedule value to the report. Entering a value in this field is necessary if the report is scheduled.

  14. Click Overwrite Existing Reports to overwrite the previously sent report.

Accounting Report

You can send Advanced Reports for Eagle’s Accounting solution to the Inbox.

To send Eagle Accounting reports to the Inbox:

  1. Set Schedule Service 1 in the Windows Services list on the Eagle Accounting Web server to run as User.

  2. Include the settings in the following table in the ScheduleService.ini file in the EagleSTAR\Tpe\Cfg directory. These settings enable you to use Eagle Accounting reports in the Eagle Portal.
    ReportDir=\\IP of Target Machine\portal: Portal is the share name of the folder on the target machine.
    User = Windows User ID: Windows User ID if the user identification (ID) used to log in to the target machine.

  3. Set up the schedule configuration for the report profile.

  4. Configure the report profile to be sent to the Eagle Portal. Reports associated with this profile are scheduled to be distributed to the Eagle Portal. Through the schedule configuration of this profile, you can select an entity list to run the report and override the entity configured in the Eagle Accounting report profile.

Schedule from Portal/Event Package

To schedule a report from Portal you create an event package which has no events assigned to it. This becomes the schedule you enable from Portal Administration and then use from within Portal.

In Eagle Portal you can resubmit a report to run on an ad hoc (on demand) or scheduled basis. To run a report on a scheduled basis, you need to define the scheduling frequencies. Once you define scheduling frequencies such as daily, weekly, monthly, or quarterly, you can enable the scheduling options in the Eagle Portal.

To enable resubmit scheduling options:

  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. Click the Portal Query Explorer drop down menu and select Global Settings Explorer.
    5.You see the Global Settings Explorer window.

  6. Click Resubmit Schedule.

  7. Click the ellipsis in Default Query Row Limit, enter the number of rows, and click OK.

  8. Click Resubmit schedule.

  9. Under Schedule names, enter a descriptive name for the scheduling option in a blank row.

  10. Click the drop down arrow and select the event package that corresponds to the schedule you are enabling for the Eagle Portal user.

  11. Click Save.

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