Query Settings Dialog Box

Option

Description

Name

Displays the name of the internal report.

Type

Displays the type of report, which is Internal.

Rule

Allows you to select a field rule. Click the ellipsis and select the Position field rule from the Select Report Rule dialog box.

The field rule must contain fields with the ENTITY_ID and ENTITY_NAME XML tags. It may also contain fields from the Entity and Entity Characteristic tables.

Source

Displays the Define Report Sources dialog box, which allows you to specify the source of the holdings data.

Filter

Allows you to define a filter.

Access

Determines whether to grant access to the internal report.