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

Access All Dashboard Views

To access all dashboard views:

1. From the Eagle Portal main window, click Dashboards.
   You see the Dashboards window displayed in the default view. The default view name is next to the Dashboard View drop down menu.

2. Click the Manage drop down menu and select Views.
   You see the Views window with My Dashboard Views and Shared Dashboard Views areas.

   Open

   

3. Under My Dashboard Views, click the check box next to the view you wish to edit, copy, or delete.
   You can also create a new dashboard view from this window. See the Manage the Current Dashboard View section.

4. Click Publish to publish this view so it becomes available as a shared view to other Eagle Portal users. 

5. Click Refresh to refresh the information in the window.

6. Under Shared Dashboard Views, click the check box next to the view you wish to edit, copy, or delete.
   NOTE: You can edit only the shared dashboard views that you have published.

7. To add, edit, copy, or delete dashboard parts for the view you selected, click Manage Dashboard Parts in the upper right corner. Or, click the Manage drop down menu and select Parts. 

Select the Default Dashboard View

To select a default view for the dashboard:

1. From the Eagle Portal main window, click Dashboards.
   You see the Dashboards window displayed in the default view.

2. Click the Manage drop down menu and select Defaults.
   You see the Set Initial View dialog box.

3. 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.

4. Under Available Views, select a default view from the Set Default View drop down menu.

5. Click Apply and then click OK to save your changes.

Select Criteria for the Default Dashboard View

To select criteria for the default dashboard view:

1. From the Eagle Portal main window, click Dashboards.
   You see the Dashboards window displayed in the default view.

2. Click the Manage drop down menu and select Defaults.
   You see the Set Initial View dialog box.

3. Click View Criteria in the left navigation.
   You see the View Criteria dialog box.

4. Select the appropriate options:
   –  Current View. Allows you to select the dashboard 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 dashboard view.
   –  Date Rule. Allows you to select a default date rule for the dashboard view.
   –  Auto Run. Allows you to specify if the dashboard view must always run with the defined criteria.

5. Click Apply and then click OK to save your changes.

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