Configure Dashboards

Owned by Becky Weinberg (Unlicensed)
Last updated: Jul 27, 2023 by Pamela Totas (Deactivated)
1 min read

This section describes how to manage and configure dashboard parts and dashboard views in the Eagle Portal.

About the Dashboard

In the Eagle Portal, the dashboard is a report that contains different types of information that Portal users can view. The report can contain different types of information, such as portfolio overview, holdings, performance, and transactions.

A dashboard is made up of various dashboard parts. Each part is built from an Eagle Portal query. When you create a dashboard part, you can choose to display the data initially in data format, chart format, or both. When you select Both, the dashboard part is an interactive part, and you can toggle between data and chart when viewing the dashboard view in the Eagle Portal.

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