Verify Available Dashboard Parts
- Becky Weinberg (Unlicensed)
- Pamela Totas (Deactivated)
When you log in to the Eagle Portal, you see the import by default. Based on user permissions, all dashboard views are accessible from this window. A dashboard view is made up of multiple dashboard parts containing different types of investment information about a portfolio.
A dashboard view can be created by the Eagle Portal Administrator and published to users. Or, the Eagle Portal Administrator can create dashboard parts and assign them to users so they can create their own dashboard views.
Before you create a dashboard view, verify that the dashboard parts you want to use in the view are already created.
To verify available dashboard parts:
Log in to the Eagle Portal.
From the Dashboards window, select Parts from the Manage menu.
You see all the available dashboard parts.Complete the dashboards options for the dashboard parts.
Option | Description |
Sorting and filtering | Click any underlined column name to sort in ascending or descending order. Click the drop down arrow next to any column name to filter by that column. |
New | Create a new part. |
Edit | Edit an existing part. |
Copy | Copy a part. |
Delete | Delete a part. |
Usage | Allows you to determine in which view a selected part is used. |
Manage Dashboard Views | Click to navigate directly to the Manage menu. |
Return to Dashboard | Click to navigate to the Dashboards window. |