Configure Internal Reports
- Becky Weinberg (Unlicensed)
- Pamela Totas (Deactivated)
This section describes how to configure internal reports in the Eagle Portal. Internal reports manage how the information is displayed in the Eagle Portal.
About Internal Reports
A set of internal reports manage how the information is displayed in the Eagle Portal. You can configure and assign them to everyone, groups, or users. If all your users can use the same internal report, then assign it to everyone. If not, best practice is to configure multiples of these internal reports and assign them to various groups.
These internal reports include:
Entity Selector. This is ACCESS ENTITY SELECTOR type and determines the fields used for searching portfolios. This report is required.
Position Header. This is ACCESS POSITION HEADER type and displays portfolio based summary information in the header area of all query reports. This report is optional.
Security Lookup. This is ACCESS SECURITY SELECTOR type and determines the information returned in the lookup function that is available in the Security Cross Reference query. This report is optional.
The Entity Selector report controls the fields you want to use for searching portfolios. This report is required. In this example, one Entity Selector is set up to be used by everyone at the company.