Configure Inbox Reports

Owned by Becky Weinberg (Unlicensed)
Last updated: Aug 03, 2023 by Pamela Totas (Deactivated)
1 min read

 The Eagle Portal Inbox in the Reports window is a central location where users can view reports and other internal documents from the Eagle warehouse and Eagle accounting system over the Internet.

 From the Reports window, you can view reports sent to the Inbox, view scheduled reports, and create new reports for submission. Inbox reports and the count of new reports received are displayed in the Reports window.

You can view reports sent in the following file formats:

  • Adobe Systems Portable Document Format (PDF)

  • Microsoft Excel format (XLS)

  • Eagle Investment Systems proprietary format (ERX)

  • Comma Separated Value text format (CSV)

You can also view non-Eagle reports. However, you must build a custom utility as part of the Eagle Portal implementation or use the Portal Direct Document Delivery tool. For more information, contact our professional services team for information on the Portal Direct Document Delivery tool.ribution, and how to resubmit reports in the Eagle Portal.