Setup Security Lookup Reports

Set Up One Security Lookup Report

The Security Lookup report defines the fields that are displayed in the results of the Security Cross Reference query. This report is optional. The example below shows that one Security Lookup Report is set up to be used for everyone.

To set up one Security Lookup Report for all users:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

2. Enter Portal Administration in the Start Search text box.

3. Click the Portal Administration (Reporting Center) link to access Portal Administration.
   You see the Portal Administration window.

4. Click Yes in the Do you see the Eagle logo here? dialog box.
   You see the Portal Query Explorer window as the default.

5. Scroll down and double click the Security Lookup (internal) row.
   You see the Query Settings dialog box

6. Complete the options in the Query Settings dialog box.

7. Click Next. In Assign Queries this report is assigned to everyone by default.

8. Click Finish.

Set Up Security Lookup Report for Multiple Business Groups

You can set up the Security Lookup Report to use multiple security selectors for different business groups.

To set up one Security Lookup Report for multiple business groups:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

2. Enter Portal Administration in the Start Search text box.

3. Click the Portal Administration (Reporting Center) link to access Portal Administration.
   You see the Portal Administration window.

4. Click Yes in the Do you see the Eagle logo here? dialog box.
   You see the Portal Query Explorer window as the default.

5. Click Add Query and type a name for the query you are creating.

6. Select ACCESS SECURITY SELECTOR in the Type field.

7. Select a Security rule to be used for this query.

8. Define a filter for the query, if needed.

9. Select a Business Calendar if one should be used for query.

10. Click Next.

11. Click Next to access the Assign Queries dialog box.

12. Click the Groups folder and select the group that should use this security selector.

13. Click Finish to save your changes.