Run and Manage Query Reports

In the Eagle Portal, you can run query reports to instantly retrieve data based on portfolios and report dates you specify. To run query reports that are available to you, click Queries in the Eagle Portal's main window.

About Query Reports

In the Eagle Portal, all dynamically generated query reports are defined and configured by the Eagle Portal Administrator. To run these reports, you need to know the portfolio name and the time period for the report. Or, you can define and use default values for both the portfolio name and the time period. 

After you have run the query report, you can customize how results are displayed. You can select a view from the views you have created or from the shared views that are available to you. You can change groupings, add performance calculations, set result filters, display results in a chart, or drill down to view additional information. You can also export query report results to various file formats.

About Eagle Data Mart Query Reports

In the Eagle Portal, you can run query reports in real time by dynamically querying the Eagle data warehouse and generating reports from a wide range of categories. You can run queries that are sourced directly from the Eagle data warehouse for a real-time perspective or from the aggregated and enriched data published to the Eagle Data Mart. You can view the Eagle Data Mart position details if the Eagle Portal Administrator configured the query report to use grouped Eagle Data Mart models and Eagle Data Mart detail fields.

About MicroStrategy Query Reports

If your organization has implemented MicroStrategy and you have appropriate permissions, you can run MicroStrategy query reports from the Queries drop down menu. For more information about configuring MicroStrategy query reports, refer to the Eagle Portal System Administration Guide.

If you have appropriate permissions, you can also access the MicroStrategy Web application from the Eagle Portal. Click the Microstrategy Web drop down menu in the upper right corner of the Eagle Portal's main window.

In this section