Query Settings Dialog Box-ACCESS MICROSTRATEGY REPORT Query

Complete the following options on the Settings dialog box that are specific to the ACCESS MIROSTRATEGY REEPORT QUERY type.

Option

Description

Name

Specify the name of your query report.

Type

Select the ACCESS MICROSTRATEGY REPORT Type

Module

Specifies in which module, Eagle Portal or Reference Data Center, the stored procedures are available. Procedures with the designation of Portal are available and visible to the Eagle Portal Administrator.

Reports

Specifies the report to use that was created in MicroStrategy.

Menu Category

Specifies the menu on which the query report is displayed. These query types are never used when creating dashboard parts.

Access

Determines whether a report is displayed in the Eagle Portal's Queries menu. For example, if you discover a report contains incorrect data, you may want to remove access so your users do not unknowingly run a report while you investigate. Once you correct the error, you can grant access again and the report is displayed on the Queries menu.

Entity Filter

Allows the user to define an entity filter prior to running the query.

Date Rule

Specifies a date rule used to define the end date and begin date for a report in the Eagle Portal MicroStrategy queries.

Composite Enumeration

Determines how the report handles composite level positions. Options include:

  • Do Not Enumerate. Builds positions for the composite entity via an Entity Build, and the report takes these composite level positions.

  • Enumerate to Constituent. Runs the report for all the constituent funds of the composite after composite enumeration.