Pages Overview

Pages

Eagle

Type	Caption	Description
Field	Type	Specifies the type of the KPI.
Field	No.	Specifies the number of the KPI.
Field	Name	Specifies the field name of the KPI and is the name displayed on the My Companies page. The name is preferably an abbreviation of the description to minimize how much space the field will take up on the My Companies page. Maximum length of the field is 30 characters. This field is formatted red for KPIs with errors.
Field	Description	Specifies the description of the KPI. The description should explain what the KPI shows. Maximum length of the field is 100 characters. This field is formatted red for KPIs with errors.
Field	Error Text	Specifies a message that is displayed if a KPI has an error. The error needs to be resolved before the KPI can be used. This field is hidden if the KPI has no errors.
Field	Calculate	Specifies the calculation method. Areas of use can be to see when something was processed last, whether it was performed correctly and what you need to act on now.
Field	Additional Link Settings	Specifies whether it should be possible to set up the Link (DrillDown) with more choices regarding filters and which pages it is possible to choose from. Enable this to be able to select pages for the link other than those using the source table specified for the KPI, and also to be able to specify filters for the link that differ from the KPI.
Field	Enabled	Specifies if the KPI is enabled to be used. It is only possible to change the Description field when a KPI is enabled. To make other changes, you must first turn off the Enabled toggle to disable the KPI.
Field	Table No.	Specifies the number of the table that is the data source for the KPI.
Field	Table Name	Specifies the name of the table that is the data source for the KPI.
Field	Calculate Field No.	Specifies the number of the field to display a calculation for. Performance can be negatively affected by selecting a field that is of the type Calculated and it can then be extra important to supplement the KPI with a filter that limits the number of rows to be calculated.
Field	Calculate Field Name	Specifies the name of the field to display a calculation for. Select the assist edit button in the Calculate Field No. to change the selected field.
Field	Date/Time Selection	Specifies whether the KPI should use the oldest or latest date for the selected field. Useful for calculating how long it has been since the first or last record was created.
Field	Time Unit	Specifies the time unit to use for the KPI. The KPI is rounded to the nearest unless another option has been selected in the Rounding Type field.
Field	Page No.	Specifies the number of the page to open when the KPI is clicked and used for DrillDown.
Field	Page Name	Specifies the name of the page to open when the KPI is clicked and used for DrillDown.
Field	Filters	Specifies the number of filters that have been applied to the KPI. Select the link to edit the filters.
Field	Date Filters	Specifies the number of date filters that have been applied to the KPI. Select the link to edit the date filters.
Field	Filter Related Table	Specifies whether to add filter in a related table. Useful if you want to filter the KPI on values in a related table.
Field	Related Table No.	Specifies the number of the related table to which a filter should be added to limit the number that this KPI calculates.
Field	Related Table Name	Specifies the name of the related table to which a filter should be added to limit the number that this KPI calculates.
Field	Couplings	Specifies the number of relationships between the table and the related table. Select the link to edit the relationships.
Field	Filters	Specifies the number of filters that have been applied to the related table. Select the link to edit the filters.
Field	Date Filters	Specifies the number of date filters that have been applied to the related table. Select the link to edit the date filters.
Field	Page No.	Specifies the number of the page to open when the KPI is clicked and used for DrillDown.
Field	Page Name	Specifies the name of the page to open when the KPI is clicked and used for DrillDown.
Field	Filters	Specifies the number of filters that have been applied to the Link. Select the link to edit the filters.
Field	Date Filters	Specifies the number of date filters that have been applied to the Link. Select the link to edit the date filters.
Field	My Companies Visibility	Specifies whether the user-defined KPI should be visible as a column on the My Companies page for all users or hidden by default.
Field	My Companies (Role Center) Visibility	Specifies whether the KPI should be visible as a column on the My Companies list on the role center for all users or hidden by default.
Field	Cue Visibility	Specifies whether the user-defined KPI should be visible as a cue on the role center for all users or hidden by default.
Field	Cue Link Opens In	Specifies what should happen when the data cue of the user-defined KPI is clicked on in the role center. When a user clicks on a data cue, either the data source in this company will be displayed, or all client companies within the filter will be opened in new tabs.
Field	Lower Zero Threshold	Specifies the lower threshold for the KPI. If the calculated value is above this threshold, the value will be shown as 0. This can be useful if you want to show a KPI as 0 if the value is above a certain threshold.
Field	Upper Zero Threshold	Specifies the upper threshold for the KPI. If the calculated value is below this threshold, the value will be shown as 0. This can be useful if you want to show a KPI as 0 if the value is below a certain threshold.
Field	Rounding Type	Specifies how to round the calculated value. This can be useful if you want to round the calculated value to a certain number of decimals.
Field	Rounding Precision	Specifies the size of the interval that you want between rounded amounts. This can be useful if you want to round the calculated value to a certain number of decimals.
Field	Factor	Specifies a factor to multiply the calculated value with. This can be useful if you want to show a KPI as a thousands.
Field	Show Opposite Sign	Specifies whether calculated numbers should be displayed with the opposite sign. Negative numbers will be shown as positive. Positive numbers will be shown with a minus sign.
Field	Minimum Decimal Places	Specifies the minimum number of decimal places to display for the calculated value.
Field	Maximum Decimal Places	Specifies the maximum number of decimal places to display for the calculated value.
Field	Prefix	Specifies a prefix to add to the calculated value. This can be useful if you want to add a currency symbol or a percentage sign.
Field	Suffix	Specifies a suffix to add to the calculated value. This can be useful if you want to add a currency symbol or a percentage sign. If a percent sign is entered, the number is multiplied by 100.
Action	Clear	Clear all fields that have been set for this KPI. Useful if all fields configured for this KPI should be reset.
Action	Use Template	Start a guide to configure the User-defined KPI using templates.
Action	Filters (KPI)	View or edit the filters for the selected line.
Action	Date Filters (KPI)	View or edit the date filters for the selected line.
Action	Filters (Link)	View or edit the filters for the page of the selected line.
Action	Date Filters (Link)	View or edit the date filters for the page of the selected line.
Action	Copy From	Copy another User-defined KPI.
Sub page	Expression	Expression Lines
Sub page	Preview	Eagle KPI Preview

Eagle KPI Preview

Type	Caption	Description
Action	Refresh	Update the calculated value.

User-defined KPIs

Type	Caption	Description
Field	Type	Specifies the Type of the KPI.
Field	No.	Specifies the number of the KPI.
Field	Name	Specifies the field name of the KPI and is the name displayed on the My Companies page. The name is preferably an abbreviation of the description to minimize how much space the field will take up on the My Companies page. Maximum length of the field is 30 characters.
Field	Description	Specifies the description of the KPI. The description should explain what the KPI shows. Maximum length of the field is 100 characters.
Field	Enabled	Specifies if the KPI is enabled to be used. It is only possible to change the Description field when a KPI is enabled. To make other changes, you must first turn off the Enabled toggle to disable the KPI.
Field	Calculate	Specifies how the KPI is calculated. It can either be the number of rows in the selected table (within the filter) or the sum of a specified field.
Field	Calculate Field No.	Specifies the number of the field to display a calculation for. Performance can be negatively affected by selecting a field that is of the type Calculated and it can then be extra important to supplement the KPI with a filter that limits the number of rows to be calculated.
Field	Calculate Field Name	Specifies the name of the field to display a calculation for. Select the assist edit button in the Calculate Field No. to change the selected field.
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.

Client Actions

Type	Caption	Description
Field	Id	Specifies the Object ID of the function.
Field	Description	Specifies the description of the function.

Client Company Categories

Type	Caption	Description
Field	Code	Specifies the client company category's unique code. Useful for grouping the companies on the My Companies page.
Field	Description	Specifies the description of the client company category.

Client Companies

Type	Caption	Description
Field	Code	Specifies the client company's unique code and can be edited on the Client Company Settings page.
Field	Category Code	Specifies the code of the client company category and can be assigned on the Client Company Settings page.
Field	Badge	Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company.
Field	Company Name	Specifies the text entered in the Company Name field on the Companies page, in the client company.
Field	Company Display Name	Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
Field	Environment Code	Specifies the code of the environment entered on the Environments page.
Field	Group Code	Specifies the group code of the environment entered on the Environments page.
Field	Evaluation Company	Specifies if this is an evaluation company.
Field	Last Refreshed	Specifies when the last update was performed successfully.
Field	Enabled	Specifies if the company is enabled to be used in Eagle. Select the Set Disabled action to disable the company. Only enabled companies are possible to add on the My Companies page.
Action	Set Enabled	Set the selected companies as enabled to be used in Eagle. Only enabled companies are possible to add on the My Companies page.
Action	Set Disabled	Set the selected companies as disabled for use in Eagle. Disabled companies are removed from the My Companies page. The Eagle functionality can only be used for Enabled companies.
Action	Function Setup	Open the setup page for reports, pages and actions that apply to the selected company.

Client Companies

Type	Caption	Description
Field	User Tasks	Specifies the number of active user tasks that is assigned to me or my group. The number is based on the client companies found on the My Companies page.
Field	Different Version	Specifies the number of client companies found on the My Companies page that have a different version of Eagle than the service agency (this company). Having different versions can affect which features that can be used in Eagle.
Field	Reload Needed	Specifies the number of client companies found on the My Companies page that needs to be reloaded.
Field	Ongoing Purch. Credit Memos	Specifies the number of purchase credit memos not yet posted. The number is based on the client companies found on the My Companies page.
Field	Ongoing Purch. Invoices	Specifies the number of purchase invoices not yet posted. The number is based on the client companies found on the My Companies page.
Field	Ongoing Purch. Orders	Specifies the number of purchase orders not yet posted. The number is based on the client companies found on the My Companies page.
Field	Overdue Purch. Cr. Memos	Specifies the number of posted purchase credit memos that have fallen due. The number is based on the client companies found on the My Companies page.
Field	Overdue Purch. Invoice Amount	Specifies the sum of the Overdue Purch. Invoice Amount field on the My Companies page (for all client companies). This value can consist of different currencies if the client companies have set up different local currencies (LCY).
Field	Overdue Purch. Invoices	Specifies the number of posted purchase invoices that have fallen due. The number is based on the client companies found on the My Companies page.
Field	Open Purch. Invoice Amount	Specifies the sum of the Open Purch. Invoice Amount field on the My Companies page (for all client companies). This value can consist of different currencies if the client companies have set up different local currencies (LCY).
Field	Documents in Import Journals (ExFlow)	Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals.
Field	Documents in Approval Status (ExFlow)	Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved.
Field	Rejected Documents (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow.
Field	Documents on hold (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow.
Field	Approved Documents (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted.
Field	Ongoing Sales Credit Memos	Specifies the number of sales credit memos not yet posted. The number is based on the client companies found on the My Companies page.
Field	Ongoing Sales Invoices	Specifies the number of sales invoices not yet posted. The number is based on the client companies found on the My Companies page.
Field	Ongoing Sales Orders	Specifies the number of sales orders not yet posted. The number is based on the client companies found on the My Companies page.
Field	Open Sales Invoice Amount	Specifies the sum of the Open Sales Invoice Amount field on the My Companies page (for all client companies). This value can consist of different currencies if the client companies have set up different local currencies (LCY).
Field	Overdue Sales Credit Memos	Specifies the number of posted sales credit memos that have fallen due. The number is based on the client companies found on the My Companies page.
Field	Overdue Sales Invoice Amount	Specifies the sum of the Overdue Sales Invoice Amount field on the My Companies page (for all client companies). This value can consist of different currencies if the client companies have set up different local currencies (LCY).
Field	Overdue Sales Invoices	Specifies the number of posted sales invoices that have fallen due. The number is based on the client companies found on the My Companies page.
Field	Error	Specifies the number of client companies found on the My Companies page for which an error occurred while any of the reload companies actions was performed.
Field	Errors Exist	Specifies the number of client companies found on the My Companies page for which any type of error has occurred. It can be a job queue error or an error that occurred while any of the reload companies actions was performed.
Field	Job Queue Errors	Specifies the number of job queue errors in the client companies found on the My Companies page.
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up Cues	Set up the cues (status tiles) related to the role. You can set thresholds and determine the style of the cues.

Client Companies

Type	Caption	Description
Field	Code	Specifies the client company's unique code and can be edited on the Client Company Settings page.
Field	Category Code	Specifies the code of the client company category and can be assigned on the Client Company Settings page.
Field	Badge	Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company.
Field	Company Display Name	Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
Field	Environment Code	Specifies the code of the environment entered on the Environments page.

Client Companies

Type	Caption	Description
Field	Code	Specifies the client company's unique code and can be edited on the Client Company Settings page.
Field	Category Code	Specifies the code of the client company category and can be assigned on the Client Company Settings page.
Field	Badge	Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company.
Field	Company Name	Specifies the text entered in the Company Name field on the Companies page, in the client company.
Field	Company Display Name	Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
Field	Environment Code	Specifies the code of the environment entered on the Environments page.
Field	Group Code	Specifies the group code of the environment entered on the Environments page.
Field	Evaluation Company	Specifies if this is an evaluation company.
Field	Last Refreshed	Specifies when the last update was performed successfully.
Field	Enabled	Specifies if the company is enabled to be used in Eagle. Select the Set Disabled action to disable the company. Only enabled companies are possible to add on the My Companies page.
Action	Get Companies	Get companies from the environment and populate the Client Companies list.
Action	Set Enabled	Set the selected companies as enabled to be used in Eagle. Only enabled companies are possible to add on the My Companies page.
Action	Set Disabled	Set the selected companies as disabled for use in Eagle. Disabled companies are removed from the My Companies page. The Eagle functionality can only be used for Enabled companies.
Action	Function Setup	Open the setup page for reports, pages and actions that apply to the selected company.
Action	Pricing	Open a pricing information page.

Client Companies

Type	Caption	Description
Field	Company Display Name	Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
Field	Enabled	Specifies if the company is enabled to be used in Eagle. Select the Set Disabled action to disable the company. Only enabled companies are possible to add on the My Companies page.
Action	Enable All	Set all companies as enabled in Eagle. Only enabled companies are possible to add on the My Companies page.
Action	Set Enabled	Set the selected companies as enabled to be used in Eagle. Only enabled companies are possible to add on the My Companies page.
Action	Set Disabled	Set the selected companies as disabled for use in Eagle. Disabled companies are removed from the My Companies page. The Eagle functionality can only be used for Enabled companies.

Client Company Settings

Type	Caption	Description
Field	Code	Specifies the client company's unique code.
Field	Category Code	Specifies the category code of the client company. Use the Edit in Excel action to facilitate changes.
Field	Environment Code	Specifies the code of the environment entered on the Environments page.
Field	Badge	Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company.
Field	Company Name	Specifies the text entered in the Company Name field on the Companies page, in the client company.
Field	Company Display Name	Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
Field	Group Code	Specifies the group code of the environment entered on the Environments page.
Field	Evaluation Company	Specifies if this is an evaluation company.
Field	Last Refreshed	Specifies when the last update was performed successfully.
Field	Enabled	Specifies if the company is enabled to be used in Eagle. Select the Set Disabled action to disable the company. Only enabled companies are possible to add on the My Companies page.
Action	Set Enabled	Set the selected companies as enabled to be used in Eagle. Only enabled companies are possible to add on the My Companies page.
Action	Set Disabled	Set the selected companies as disabled for use in Eagle. Disabled companies are removed from the My Companies page. The Eagle functionality can only be used for Enabled companies.
Action	Function Setup	Open the setup page for reports, pages and actions that apply to the selected company.
Action	Pricing	Open a pricing information page.

Combined Date Filters

Type	Caption	Description
Field	Calculate dates from	Specifies the date from which the date filter is calculated from. Show the FactBox pane to see a preview of the calculated dates for the selected line.
Field	Code	Specifies the code for the combined date filter. Combined Date Filters can be used when applying Date Filters to Functions. The Code can only be changed for those lines that are User Defined.
Field	Description	Specifies the description of the combined date filter. Combined Date Filters can be used when applying Date Filters to Functions. It is possible to change the description on all lines.
Field	Date Filter	Specifies the date filter that is used to calculate the dates for the combined date filter. The Date Filter can only be changed for those lines that are User Defined.
Field	User Defined	Specifies whether the line has been inserted by a user or the application.
Action	Recreate	Recreate all date ranges, date formulas and combined date filters that are not User Defined. This action will change the description of all rows that are not User Defined to the original description and insert deleted lines.
Action	Add Date Formula	Add a new date formula to the date filter.
Action	Add Date Range	Add a new date range to the date filter.
Sub page	Date Preview	Date Preview

Copilot Function Proposals

Type	Caption	Description
Field	Selected	Specifies whether the suggested function is selected.
Field	Description	Specifies the description of the suggested function.

Suggest functions with Copilot

Type	Caption	Description
Action	Generate	Generate function proposals with Dynamics 365 Copilot.
Action	Confirm	Proceed with the selected functions.
Action	Discard	Discard the function proposals by Dynamics 365 Copilot.
Action	Regenerate	Regenerate function proposals with Dynamics 365 Copilot.
Sub page	Copilot Function Proposals	Copilot Function Proposals

Suggest KPIs with Copilot

Type	Caption	Description
Action	Generate	Generate KPI proposals with Dynamics 365 Copilot.
Action	Confirm	Proceed with the selected KPIs.
Action	Discard	Discard the KPI proposals by Dynamics 365 Copilot.
Action	Regenerate	Regenerate KPI proposals with Dynamics 365 Copilot.
Sub page	Copilot KPIs Proposals	Copilot KPIs Proposals

Copilot KPIs Proposals

Type	Caption	Description
Field	Selected	Specifies whether the suggested KPI is selected.
Field	Description	Specifies the description of the suggested KPI.

Current Workflow Step

Type	Caption	Description
Field	Link	Specifies the link for the current step. Select the link to open the URL.

Date Preview

Type	Caption	Description
Field	Calculations based on	Specifies the date on which the calculation is based.
Field	Date Filter	Specifies the calculated date filter.
Field	Date/Time Filter	Specifies the calculated date and time filter.
Field	Calculated Date	Specifies the calculated date.

Date Filters

Type	Caption	Description
Field	Type	Specifies the type of source for which a filter can be specified by selecting a Date Code.
Field	Table	Specifies the name of the table for which a filter can be specified by selecting a Date Code.
Field	No.	Specifies the number of the object for which a filter can be specified by selecting a Date Code.
Field	Name	Specifies the name of the object for which a filter can be specified by selecting a Date Code.
Field	Caption	Specifies the caption of the object for which a filter can be specified by selecting a Date Code.
Field	Date Calculation Type	Specifies the type of date calculation to use, which can be either a date range or a date formula.
Field	Relative to	Specifies whether the date filter should be based on today's date or the set working date.
Field	Date Code	Specifies the code to be used as the date filter. The date code is a date range or a date formula and it is possible to add new ones on the Date Range and the Date Formula pages.
Field	Start Time	Specifies the start time of the date filter. This will only be applied on fields of the date time type.
Field	End Time	Specifies the end time of the date filter. This will only be applied on fields of the date time type.
Field	Error message	Specifies an error message for a field.
Sub page	Date Preview	Date Preview

Date Formulas

Type	Caption	Description
Field	Calculate dates from	Specifies the date from which the "Calculated Date" field is calculated. Show the FactBox pane to see a preview of the calculated dates.
Field	Code	Specifies the code for the date formula. Date Formulas can be used when applying Date Filters to Functions. The Code can only be changed for those lines that are User Defined.
Field	Description	Specifies the description of the date formula. Date Formulas can be used when applying Date Filters to Functions. It is possible to change the description on all lines.
Field	Date Formula	Specifies a formula that determines how a date is calculated. It can either be used as a Date Formula in advanced filters when applied to Functions, or it can be a start date or an end date for a date filter that is set on the Date Ranges page and then applied to functions. The Date Formula can only be changed for those lines that are User Defined in this list. Show the FactBox pane to see a preview of the calculated dates for the selected line.
Field	User Defined	Specifies whether the line has been inserted by a user or the application.
Action	Recreate	Recreate all date formulas that are not User Defined. This action will change the description of all rows that are not User Defined to the original description and insert deleted date formulas.
Sub page	Date Preview	Date Preview

Date Ranges

Type	Caption	Description
Field	Calculate dates from	Specifies the date from which the "Calculated Start Date" and the "Calculated End Date" fields are calculated from. Show the FactBox pane to see a preview of the calculated dates for the selected line.
Field	Code	Specifies the code for the date range. Date Ranges can be used when applying Date Filters to Functions. The Code can only be changed for those lines that are User Defined.
Field	Description	Specifies the description of the date range. Date Ranges can be used when applying Date Filters to Functions. It is possible to change the description on all lines.
Field	Start Date Formula Code	Specifies the code of a Date Formula to use to calculate the start date of the date range. Show the FactBox pane to see a preview of the calculated dates for the selected line. The Start Date Formula Code can only be changed for those lines that are User Defined.
Field	End Date Formula Code	Specifies the code of a Date Formula to use to calculate the end date of the date range. Show the FactBox pane to see a preview of the calculated dates for the selected line. The End Date Formula Code can only be changed for those lines that are User Defined.
Field	User Defined	Specifies whether the line has been inserted by a user or the application.
Action	Recreate	Recreate all date ranges and date formulas that are not User Defined. This action will change the description of all rows that are not User Defined to the original description and insert deleted date ranges and date formulas.
Sub page	Date Preview	Date Preview

Date/Time Format

Type	Caption	Description
Field	Name	Specifies the name of the date/time format.
Field	Example	Specifies an example of the date/time format based on the current date.

Eagle

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.
Action	Set Up Cues	Set up the cues (status tiles) related to the role. You can set thresholds and determine the style of the cues.

Eagle Client Setup

Type	Caption	Description
Field	Output Queue Data Retention	Specifies how long the data (result) in the Eagle Output Queue table is kept. This is usually a shorter time than the Output Queue Retention.
Field	Output Queue Retention	Specifies how long the records (entries) in the Eagle Output Queue table is kept. This is usually a longer time than the Output Queue Data Retention.
Action	Service Agencies	View all companies that use Eagle as a Service Agency for this client company. The information displayed may be helpful when troubleshooting.

Eagle Cue Setup

Type	Caption	Description
Field	Type	Specifies the type of row and can either be role center or activities.
Field	Id	Specifies the unique identifier of the role center or activities.
Field	Name	Specifies the name of the role center or activities.
Field	KPI Type	Specifies the type of the user-defined KPI.
Field	KPI No.	Specifies the number of the user-defined KPI.
Field	KPI Name	Specifies the name of the user-defined KPI. This field is formatted red for KPIs with errors.
Field	Visible	Specifies whether the user-defined KPI should be displayed in the current role center or activities.
Field	Enabled	Specifies whether the user-defined KPI is enabled for use.
Action	Set Visible	Display the selected KPIs as cues for the current role centers and activities.
Action	Set Hidden	Hide the selected KPIs from being displayed as cues in the current role centers and activities.
Action	Eagle KPIs Setup	View or edit predefined KPIs. Create new user-defined KPIs manually or using templates.
Action	My Eagle KPIs Setup	View or edit predefined KPIs. Create new user-defined KPIs manually or using templates.

Eagle KPIs Setup

Type	Caption	Description
Sub page	Predefined KPIs	Predefined KPIs
Sub page	User-defined KPIs	User-defined KPIs
Sub page	Expression Terms	Expression Terms
Sub page	User-defined KPIs (This Company)	User-defined KPIs
Sub page	User-defined KPIs (My - This Company)	User-defined KPIs

My Eagle KPIs Setup - This Company

Type	Caption	Description
Sub page	My User-defined KPIs	User-defined KPIs
Sub page	My Expression Terms	Expression Terms

Eagle KPIs Setup - This Company

Type	Caption	Description
Sub page	User-defined KPIs	User-defined KPIs
Sub page	Expression Terms	Expression Terms

Eagle Output Queue

Type	Caption	Description
Field	Entry No.	Specifies the unique identifier of the record.
Field	Type	Specifies the type of the requested function.
Field	No.	Specifies the ID of the requested function.
Field	Description	Specifies the description of the requested function.
Field	Status	Specifies the status of the record. Read the Error Message for more information if an error has occurred. It can also be useful to select the Filters and the Job Queue Entry actions for troubleshooting.
Field	Created	Specifies when the record was created.
Field	Created By	Specifies the User ID of the one who requested the function.
Field	Started At	Specifies when the job queue started to process the record.
Field	Completed At	Specifies when the job queue stopped to process the record.
Field	Result	Specifies if the job queue that processed the record generated a result. If the record has Status "Completed" but lacks a result, it is because the performed function did not generate anything that can be downloaded. If this is not the expected outcome, you can use the Filters and the Job Queue Entry actions or click on the link in the Created From field for troubleshooting.
Field	Data Entries	Specifies the number of data entries created by the job queue that processed the record. Only applicable if the requested function created more than one result entry.
Field	Metadata	Specifies the metadata of the enqueued function. Select the link to see the metadata. It is possible to use the metadata in file name/path placeholders.
Field	Error	Specifies if the job queue that processed the record generated an error.
Field	Error Message	Specifies an error message, if the job queue that processed the record generated an error.
Field	Created From	Specifies the URL from which the record was generated. Go to the source of the requested function by clicking on the link and see more information and actions.
Action	Download Result	Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
Action	Job Queue Entry	Open the Job Queue Entry that processed the record. Useful for troubleshooting scenarios.
Action	Filters	View the filters that was used at the time the function was enqueued. Useful in troubleshooting scenarios.
Action	Additional Settings	View the additional settings that was used at the time the function was enqueued. Useful in troubleshooting scenarios.
Action	Update Status	Check the status of the selected record.
Action	Metadata	View the metadata that the record has generated.

Eagle Setup

Type	Caption	Description
Field	Company Type	Specifies the type of company and is set to "Client" by default. The companies that should be used for performing tasks in Eagle on behalf of its clients should be set to "Service Agency". If a company is both a provider and a recipient of administrational services, the company should be set to "Service Agency & Client". If Eagle should be used only for the current company, set it to "Single Company".
Field	Profile ID	Specifies the profile to use in all client companies when opened from Eagle. It is possible to override this setting by specifying which profile to use on the Environments, My Environments and Settings for My Companies pages.
Field	Regional Settings Code	Specifies the code of the regional settings that will be used when enqueueing functions. This code can also be specified on the following pages: Environments - Eagle, Environment Groups, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that will be used when exporting the results of a function to a file. This code can also be specified on the following pages: Environments - Eagle, Environment Groups, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
Field	Keep Eagle Output Queue Data	Specifies whether to keep the data in the Eagle Output Queue table in the Client Company. If this is not enabled, the data in the Eagle Output Queue table is deleted when the function is completed.
Field	Manual Reload Role Center KPIs	Specifies whether the user needs to manually reload the KPIs on the role center. If this is enabled, the user must use the Reload KPIs action to reload the KPIs. If this is not set, the KPIs are reloaded automatically when the role center is opened and refreshed.
Field	Queue Entry Data Retention	Specifies for how long the data in the Queue Entry table is kept. This is usually a shorter time than the Queue Entry Retention.
Field	Queue Entry Retention	Specifies for how long the records in the Queue Entry table is kept. This is usually a longer time than the Queue Entry Data Retention.
Field	Use custom Azure App Registration	Specifies whether to use the Azure App registration provided by SmartApps or not. Enable this to enter your own Client Id and Client Secret. Upon deactivation, the specified data is deleted.
Field	Client Id	Specifies the application (client) id from the App Registration in Azure Active Directory. This is used for authentication of the user when communicating with the client company. Disable the Use custom Azure App Registration toggle to use the Azure App registration provided by SmartApps.
Field	Client Secret	Specifies the application (client) secret from the App Registration in Azure Active Directory, known only to your application and the authorization server. This is used for authentication of the user when communicating with the client company. Disable the Use custom Azure App Registration toggle to use the Azure App registration provided by SmartApps.
Field	Use custom Azure OpenAI endpoint	Specifies whether to use the Azure OpenAI endpoint provided by SmartApps or not. Enable this to enter your own Azure OpenAI endpoint, deployment name and secret. Upon deactivation, the specified data is deleted.
Field	Azure OpenAI Endpoint	Specifies the endpoint of the Azure OpenAI service. This is used for the Copilot feature in Eagle. Disable the Use custom Azure OpenAI endpoint toggle to use the Azure OpenAI endpoint provided by SmartApps.
Field	Azure OpenAI Deployment Name	Specifies the deployment name of the Azure OpenAI service. This is used for the Copilot feature in Eagle. Disable the Use custom Azure OpenAI endpoint toggle to use the Azure OpenAI endpoint provided by SmartApps.
Field	Azure OpenAI API Key	Specifies the API Key of the Azure OpenAI service. This is used for the Copilot feature in Eagle. Disable the Use custom Azure OpenAI endpoint toggle to use the Azure OpenAI endpoint provided by SmartApps.
Action	Environments	View or edit the environments. View the FactBox on the Environments page for general information and open the Environment Card to see all client companies.
Action	Function Setup	View or edit the settings for which reports, actions and pages that can be opened and enqueued (ordered) and with which filters.
Action	Queue Result Settings	View or edit the settings for how the results of Queue Entries and Queue Entry batches should be handled.
Action	Eagle KPIs Setup	View, edit or create user-defined KPIs. The benefits of the key performance indicators are many, and they can be used to provide answers to what and when something needs to be done and provide an overview of what has been done. They can also be set up to provide support and feedback when a task is performed.
Action	Promoted KPIs	View or edit which Predefined and User-defined KPIs to display as promoted in the role center. The Promoted KPIs have a different layout and are displayed above the other data cues on the role center.
Action	Date Formulas	View or edit the date formulas used in Date Filters when filtering on specific dates. A Date Formula specifies how to calculate a date relative to the current day or work date.
Action	Date Ranges	View or edit the date ranges used in Date Filters when filtering by date range. A Date Range consists of one or two Date Formulas that specifies how the starting date and the ending date should be calculated in a date range.
Action	Combined Date Filters	View or edit the combined date filters used in Date Filters. A Combined Date Filter consists of one or more Date Ranges and/or Date Formulas.
Action	Eagle User Setup	View or edit the user settings in Eagle.
Action	Eagle Cue Setup	Specify the role centers and activities that the Eagle user-defined KPIs should be displayed in as data cues.
Action	Functions & KPIs Guide	Create new functions and KPIs.

Eagle User Setup

Type	Caption	Description
Field	User ID	Specifies the ID of the user to be used for individual settings.
Field	Queue Administrator	Specifies if the user should be a Queue Administrator and handle the queue for all users.

Environment App Version

Type	Caption	Description
Field	App Name	Specifies the name of the application that is installed in the environment (belonging to the client company).
Field	App Version	Specifies the version of the application that is installed in the environment (belonging to the client company).
Field	Installed Version	Specifies the version of the application that is installed in the service agency (current environment).
Field	Recommended Minimum Version	Specifies the minimum version of the application that is recommended to use. It is important to upgrade to the recommended version to ensure you can use all supported functions and KPIs.

Environment App Versions

Type	Caption	Description
Field	App Name	Specifies the name of the application that is installed in the environment (belonging to the client company).
Field	App Version	Specifies the version of the application that is installed in the environment (belonging to the client company).

Environment

Type	Caption	Description
Field	Code	Specifies the code of the environment.
Field	Customer No.	Specifies the number of the customer to whom the environment is connected.
Field	Name	Specifies the environment's name.
Field	Group Code	Specifies a group code for this client.
Field	Include Evaluation Companies	Specifies if Evaluation Companies should be included for this environment.
Field	Authentication Method	Specifies the value of the Authentication Type field.
Field	WebServiceKey Username	Specifies the username that should be used when authenticating against this environment. This setting is only in use when using WebServiceKey.
Field	Web Service Key	Specifies the Web Service Key that should be used when authenticating against this environment. This setting is only in use when using WebServiceKey.
Field	Microsoft Entra Tenant ID	Specifies the Microsoft Entra Tenant ID or Tenant Domain Name that should be used when connecting to this environment.
Field	Environment Name	Specifies the name of the Business Central environment that should be used when connecting to this environment.
Field	Environment Link	Specifies the link used to access the environment's companies.
Field	This Environment	Specifies whether this is the environment currently in use. This is used to facilitate the setup of the current environment and company.
Field	API URL	Specifies the API URL that should be used when using WebServiceKey.
Field	Profile ID	Specifies the profile to use in the client companies in this environment when opened from Eagle. It is possible to override this setting by specifying which profile to use on the My Environments and Settings for My Companies pages.
Field	Regional Settings Code	Specifies the code of the regional settings that will be used when enqueueing a function.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that will be used when exporting the results of a function to a file.
Action	Companies	Open the companies for this environment.
Action	Users	Open a list of the users who will have access to this environment.
Action	Function Setup	Set up reports, actions and pages for this environment.
Action	Get Companies	Get companies from the environment and populate the Client Companies list.
Action	Grant Admin Consent	Login and grant administrator consent for Eagle to access Business Central data in this environment. A global administrator needs to log in and accept in order to use Eagle. If the global administrator does not have access to Business Central, you can use the Show Admin Consent URL action to copy the URL and distribute it to the right person.
Action	Show Admin Consent URL	View the URL that can be used to grant administrator consent for this environment. Copy the link and distribute it to the global administrator of the tenant of this environment.
Action	Enter Credentials	Enter the login details for this tenant again. Useful if you need to change logged in user.
Sub page	Client Companies	Client Companies
Sub page	Details	Environment FactBox
Sub page	App Versions	Environment App Versions

Environment FactBox

Type	Caption	Description
Field	Eagle Version	Specifies the version of the Eagle app, which is retrieved from the client environment.
Field	Different Version	Specifies if the version of Eagle is different in the Client Company than in this Service Agency. If the versions are not the same, it may affect which features can be used in Eagle.
Field	Localization Code	Specifies the code of the localization for the environment.
Field	Business Central Version	Specifies the version of Business Central Base Application.
Field	Last Refreshed	Specifies when the last successful reload was performed.
Field	No. of Companies	Specifies the total number of companies in the environment.
Field	No. of Enabled Companies	Specifies the number of enabled companies in the environment. Only enabled companies are possible to add on the My Companies page.

Environment Groups

Type	Caption	Description
Field	Code	Specifies the code of the group. Can be used when sorting or filtering pages such as My Companies.
Field	Description	Specifies a description for the group.
Field	Regional Settings Code	Specifies the code of the regional settings that will be used when enqueueing a function.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that will be used when exporting the results of a function to a file.
Action	Up	Move the record up one step in the list to affect the sorting order on the page where functions are enqueued.
Action	Down	Move the record down one step in the list to affect the sorting order on the page where functions are enqueued.
Action	Function Setup	Open the setup page for reports, pages and actions that apply to the selected group.

Environments - Eagle

Type	Caption	Description
Field	Code	Specifies the code of the environment.
Field	Name	Specifies the name of the environment.
Field	Group Code	Specifies the value of the Group Code field.
Field	Customer No.	Specifies the value of the Customer No. field.
Field	Profile ID	Specifies the profile to use in the client companies in this environment when opened from Eagle. It is possible to override this setting by specifying which profile to use on the My Environments and Settings for My Companies pages.
Field	Eagle Version	Specifies the version of the Eagle app, which is retrieved from the client environment.
Field	Business Central Version	Specifies the version of Business Central Base Application.
Field	Localization Code	Specifies the code of the localization for the environment.
Field	Last Refreshed	Specifies the value of the Last Refreshed field.
Field	Include Evaluation Companies	Specifies the value of the Include Evaluation Companies field.
Field	Link	Specifies the link used to access the environment's companies.
Field	No. of Companies	Specifies the total number of companies in the environment.
Field	No. of Enabled Companies	Specifies the number of enabled companies in the environment. Only enabled companies are possible to add on the My Companies page.
Field	Regional Settings Code	Specifies the code of the regional settings that will be used when enqueueing a function.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that will be used when exporting the results of a function to a file.
Action	Companies	Show the companies for this environment.
Action	Users	Open a list of the users who will have access to this environment.
Action	Environment Groups	Show environment groups.
Action	Function Setup	Set up reports, actions and pages for this environment.
Sub page	Details	Environment FactBox
Sub page	App Versions	Environment App Versions

Expression Lines

Type	Caption	Description
Field	Opening Parenthesis	Specifies if this line starts with an opening parenthesis.
Field	Type	Specifies the type of the line. It can either be an expression term or a value entered in the Constant Value field.
Field	Type	Specifies the type of the line. It can either be an expression term or a value entered in the Constant Value field.
Field	Constant Value	Specifies a value to use in the expression. For example, it can be used to show a KPI in thousands by dividing by 1000, or to enter a number that is not in Business Central, such as market share or population.
Field	No.	Specifies the number of the expression term to use in the expression.
Field	Description	Specifies the description of the line and is inherited from the expression term if specified.
Field	Closing Parenthesis	Specifies if this line ends with a closing parenthesis.
Field	Operator	Specifies the operator to use between the current term and the next to calculate the expression.
Field	Expand	Specifies if the preview expression should be expanded to show the full expression.
Action	Open Expression Term	Open the Expression Term card.

Expression Terms

Type	Caption	Description
Field	Type	Specifies the Type of the expression term.
Field	No.	Specifies the number of the expression term.
Field	Name	Specifies the name of the expression term.
Field	Description	Specifies the description of the expression term.
Field	Error Text	Specifies a message that is displayed if an expression term has an error. The error needs to be resolved before the expression term can be used. This field is hidden if no expression terms has errors.
Field	Calculate	Specifies how the expression term is calculated. It is possible to choose Expression, and have multiple levels of expression terms, but be aware that this increases complexity and makes it more difficult to control the calculation for expression terms at the highest level. It can also negatively affect performance.
Field	Enabled	Specifies if the expression term is enabled to be used. Once an expression term has been enabled, only the Description field can be changed. To make other changes, you must first disable the expression term.
Action	Export	Download the selected expression terms including all settings. Useful when migrating settings between companies/environments.
Action	Import	Upload a previously exported settings file to add expression terms. Ensure that the numbers of the expression term to be imported are available. Useful when migrating settings between companies/environments.
Action	Generate AL Template Code	Show the AL code used for the selected expression terms. Useful when expression terms should be added as a template in an extension.

Expression Terms

Type	Caption	Description
Field	No.	Specifies the number of the expression term.
Field	Name	Specifies the name of the expression term.
Field	Description	Specifies the description of the expression term.
Field	Error Text	Specifies a message that is displayed if an expression term has an error. The error needs to be resolved before the expression term can be used. This field is hidden if no expression terms has errors.
Field	Calculate	Specifies how the expression term is calculated. It is possible to choose Expression, and have multiple levels of expression terms, but be aware that this increases complexity and makes it more difficult to control the calculation for expression terms at the highest level. It can also negatively affect performance.
Field	Enabled	Specifies if the expression term is enabled to be used. Once an expression term has been enabled, only the Description field can be changed. To make other changes, you must first disable the expression term.
Action	Clear	Clear all fields that have been set for this expression term. Useful if all fields configured for this expression term should be reset.
Action	Clear Selected	Clear all fields that have been set for the selected expression terms.
Action	Use Template	Start a guide to configure the expression term using templates.
Action	Set Enabled	Set the selected expression terms as enabled to be used. Only the expression terms that are correctly set up will be enabled. Open the card for each expression term to see the error text related to expression terms that could not be enabled.
Action	Set Disabled	Set the selected expression terms as disabled for use.
Action	Up	Move the record one step up in the list and change the number of the expression term.
Action	Down	Move the record one step down in the list and change the number of the expression term.
Action	Export	Download the selected expression terms including all settings. Useful when migrating settings between companies/environments.
Action	Import	Upload a previously exported settings file to add expression terms. Ensure that the numbers of the expression term to be imported are available. Useful when migrating settings between companies/environments.
Action	Generate AL Template Code	Show the AL code used for the selected expression terms. Useful when expression terms should be added as a template in an extension.

Additional Settings

Type	Caption	Description
Field	Name	Specifies the system name of the additional setting that can be applied for this function.
Field	Caption	Specifies the name of the additional setting that can be applied for this function.
Field	Value	Specifies the value to add as an extra setting that will be used when enqueuing the function. It can only be a distinct value and not a filter.
Field	Mandatory	Specifies whether it is necessary to enter a Value for this additional setting.

File Name/Path Placeholders

Type	Caption	Description
Field	Name	Specifies the name of the placeholder. The placeholder is part of the file name or path.
Field	Description	Specifies the description of the placeholder and how it is created.

File Name/Path Settings

Type	Caption	Description
Field	Type	Specifies whether the setting applies to file names or to paths.
Field	Code	Specifies the code of the file name or path setting.
Field	Description	Specifies the description of the file name or path setting.
Field	Additional Invalid Characters	Specifies additional characters that should be removed from the file name/path. The following characters are always removed from both file names and paths: "*:<>?	%#. The \ and / characters are always removed from file names.
Action	Add Placeholder	Append a file name/path placeholder to the file name/path format. It is also possible to add placeholders manually on the File Name/Path Format FastTab.
Action	Test Setting	Test that the current setting is valid.
Action	Insert Default	Insert default file name placeholders. It is also possible to add placeholders manually on the File Name/Path Format FastTab.

File Name/Path Settings

Type	Caption	Description
Field	Type	Specifies whether the setting applies to file names or to paths.
Field	Code	Specifies the code of the file name or path setting.
Field	Description	Specifies the description of the file name or path setting.
Field	File Name/Path Format	Specifies the format of the file name or path.

Files

Type	Caption	Description
Field	Type	Specifies whether it is a file or a folder.
Field	Name	Specifies the name of the file or folder.
Field	Length	Specifies the length of the file in bytes or the number of files inside the folder.
Field	Created	Specifies the date and time when the file or folder was created.
Field	Odata.Id	Specifies the OData ID of the file or folder.
Action	Download File	Download the selected file.
Action	Create Folder	Create a new folder to test and verify permissions.
Action	Create File	Create a new file to test and verify permissions.
Action	Open SharePoint Library	Open the SharePoint Library on a new tab.

Function Categories

Type	Caption	Description
Field	Code	Specifies the code of the category.
Field	Description	Specifies the description of the category.
Field	Scheduled	Specifies the number of job queue entries that have been set up to process the functions within this category. Select the Schedule action to set up a new job queue entry.
Action	Schedule	Schedule the selected function category by setting up a job queue entry to process all the functions within this category.

Function Field Sorting

Type	Caption	Description
Field	Field No.	Specifies the field number.
Field	Name	Specifies the name of the field.
Action	Up	Move the record up one step in the list to affect the sorting order.
Action	Down	Move the record down one step in the list to affect the sorting order.

Function Fields

Type	Caption	Description
Field	Field No.	Specifies the field number.
Field	Name	Specifies the name of the field.
Field	Calculated	Specifies whether the field is calculated.
Field	Type Name	Specifies the type of the field.
Field	Included	Specifies whether the field should be included when exporting. Select the checkbox or the Include action to add the fields in the export.
Action	Include	Specify that the selected fields are included in the export.
Action	Exclude	Specify that the selected fields are not included in the export.
Action	Sort	Open a new page to change the order of the columns to be exported.

Filter Preview

Type	Caption	Description
Action	View Request Page	Open the report's request page in view mode. Open the Workflow Automation to edit the filters.

Function Filters

Type	Caption	Description
Field	Field No.	Specifies the number of the field.
Field	Field Caption	Specifies the caption of the field.
Field	Field Name	Specifies the name of the field.
Field	Type	Specifies the type of filter to use. Change to System Filters to choose from predefined filters that can be used to filter on records related to the current user, company, environment, or tenant.
Field	Filter	Specifies a filter for the line. Select the Check Filters action to verify that the selected filter is feasible. The Assist Edit button can be used for option values and system filter.
Field	Filter Group	Specifies the filter group to use for this filter.
Action	Check Filters	Open a new tab for the current company and the current page including filters. Use to check that the specified filter works as intended.

Function Groups

Type	Caption	Description
Field	Code	Specifies the code of the group.
Field	Description	Specifies the description of the group.
Field	Regional Settings Code	Specifies the code of the regional settings that will be used when enqueueing a function.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that will be used when exporting the results of a function to a file.
Field	File Name Code	Specifies the code of the file name settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
Field	Path Setting	Specifies how the Path Code will be handled when exporting the results to a file. If the field is empty, the path will be inherited from the Queue Result Settings that are in use.
Field	Path Code	Specifies the code of the path settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
Field	Direct Export	Specifies whether the results of a requested function will be exported directly to a file (if the Direct Export Supported toggle is enabled on the Queue Result Settings).
Field	Scheduled	Specifies the number of job queue entries that have been set up to process the functions within this group. Select the Schedule action to set up a new job queue entry.
Action	Up	Move the record one step up in the list. This will affect the sorting of the list where functions are started and enqueued.
Action	Down	Move the record one step down in the list. This will affect the sorting of the list where functions are started and enqueued.
Action	Schedule	Schedule the selected function group by setting up a job queue entry to process all the functions within the group.
Action	Functions	View the functions in this group.

Function Setup

Type	Caption	Description
Field	Level	Specifies the level of this setting. The settings can be created in multiple levels, where the settings in a more specific level takes precedence over the settings in a higher level.
Field	Level Id	Specifies the unique identifier of this setting's level.
Field	Sort Order	Specifies the order in which this list will be sorted by.
Field	Type	Specifies the type of function to set up.
Field	No.	Specifies the Object ID of the function to set up.
Field	Description	Specifies the description. The caption of the object is set by default but can be manually changed to something more suitable.
Field	Output Type	Specifies the type of output that will be generated when enqueueing the function.
Field	Group Code	Specifies the group that the lines will be grouped under.
Field	Category Code	Specifies the category for the function. Area of use may be to use as a placeholder for name and/or path.
Field	Regional Settings Code	Specifies the code of the regional settings that will be used when enqueueing a function.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that will be used when exporting the results to a file.
Field	Combined Results	Specifies whether the results will be combined in one file. If this is enabled, it is mandatory to select a value in the Company Column field to specify what the first column of the file should contain.
Field	Company Column	Specifies which field from each company to add as the first column in the file. This is only mandatory to enter if the Combined Results toggle is enabled.
Field	File Export Settings Code	Specifies the code for the file settings that will be used when downloading the result on the Queue Entries and Queue Entry Batches pages.
Field	File Name Code	Specifies the code of the file name settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
Field	Path Setting	Specifies how the Path Code will be handled when exporting the results to a file. If the field is empty, the path will be inherited from the Queue Result Settings that are in use.
Field	Path Code	Specifies the code of the path settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
Field	Direct Export	Specifies whether the results of a function will be exported directly to a file (if the Direct Export Supported toggle is enabled on the Queue Result Settings). If the field is empty, the setting is inherited from the group to which the function belongs.
Field	Filters	Specifies if this record has any specified filters.
Field	Date Filters	Specifies if this record has any specified date filters.
Field	Job Queue Category Code	Specifies the Job Queue Category Code to use in the client companies when this function is processed.
Field	Adv. KPI Type	Specifies the type of the User-defined KPI that is using this function, if used by a User-defined KPI.
Field	User-defined KPI No.	Specifies the number of the User-defined KPI that is using this function, if used by a User-defined KPI.
Action	New from Template	Start a guide to create a new function using templates.
Action	Up	Move the record one step up in the list to affect the sorting order.
Action	Down	Move the record one step down in the list to affect the sorting order.
Action	Filters	If the type of the line is a page, open a list with filters for the selected line. For other types, open a request page.
Action	Values	Open a list with values for the selected codeunit.
Action	Date Filters	Open a list with date filters and date formulas for the selected line.
Action	Additional Settings	Open and specify additional settings and see which values that must be specified to be able to enqueue the function. This action is only visible for functions that support additional settings.
Action	Fields	Open a list of all fields in the selected table and specify which ones to include in the export.
Action	Start	Open a new tab with the current company and the selected object.
Action	Delete Filters	Delete all configured filters for the selected line.
Action	Copy from	Select existing functions to copy from.
Action	Create Copy	Create a copy of the selected function.
Action	Generate AL Template Code	Show the AL code used for the selected functions. Useful when a function should be added as a template in an extension.
Action	Export	Download the selected function setup lines including Filters and Date Filters. Useful when migrating settings between companies/environments.
Action	Import	Upload a previously exported settings file to add function setup lines. Useful when migrating settings between companies/environments.
Action	Delete Selected	Delete the selected functions.

Function Setup

Type	Caption	Description
Field	Level	Specifies the level of this setting. The settings can be created in multiple levels, where the settings in a more specific level takes precedence over the settings in a higher level.
Field	Level Id	Specifies the unique identifier of this setting's level.
Field	Sort Order	Specifies the order in which this list will be sorted by.
Field	Type	Specifies the type of function to set up.
Field	Type	Specifies the type of function to set up.
Field	No.	Specifies the Object ID of the function to set up.
Field	Description	Specifies the description. The caption of the object is set by default but can be manually changed to something more suitable.
Field	Output Type	Specifies the type of output that will be generated when enqueueing the function.
Field	File Export Settings Code	Specifies the code for the file settings that will be used when downloading the result on the Queue Entries and Queue Entry Batches pages.
Field	Group Code	Specifies the group that the lines will be grouped under.
Field	Category Code	Specifies the category for the function. Area of use may be to use as a placeholder for name and/or path.
Field	Regional Settings Code	Specifies the code of the regional settings that will be used when enqueueing a function.
Field	Job Queue Category Code	Specifies the Job Queue Category Code to use in the client companies when this function is processed.
Field	Codeunit Execution Method	Specifies the method that will be used to run the codeunit. Select "Single" if the codeunit should be executed once. Select "Loop" if the codeunit should repeat the execution cycle for each record in the filter until all records have been processed.
Field	Commit per Record	Specifies whether there will be a commit after execution of each record.
Field	Use Record Filter	Specifies whether the record should be filtered by it's primary key before the codeunit is called.
Field	Filters	Specifies the number of filters that have been applied to the function. Select the link to edit the filters.
Field	Values	Specifies the number of values that have been applied to the function. Select the link to edit the values.
Field	Filters	Specifies whether this record has any filters applied. Select the link to edit the filters.
Field	Date Filters	Specifies the number of date filters that have been applied to the function. Select the link to edit the date filters.
Field	Fields	Specifies the number of fields that will be included in the export. Select the link to edit the fields.
Field	Adv. KPI Type	Specifies the type of the User-defined KPI that is using this function, if used by a User-defined KPI.
Field	User-defined KPI No.	Specifies the number of the User-defined KPI that is using this function, if used by a User-defined KPI.
Field	Scheduled	Specifies the number of job queue entries that have been set up to process this function. Select the Schedule action to set up a new job queue entry.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that will be used when exporting the results to a file.
Field	Direct Export	Specifies whether the results of a function will be exported directly to a file (if the Direct Export Supported toggle is enabled on the Queue Result Settings). If the field is empty, the setting is inherited from the group to which the function belongs.
Field	Combined Results	Specifies whether the results will be combined in one file. If this is enabled, it is mandatory to select a value in the Company Column field to specify what the first column of the file should contain.
Field	Company Column	Specifies which field from each company to add as the first column in the file. This is only mandatory to enter if the Combined Results toggle is enabled.
Field	File Name Code	Specifies the code of the file name settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
Field	Path Setting	Specifies how the Path Code will be handled when exporting the results to a file. If the field is empty, the path will be inherited from the Queue Result Settings that are in use.
Field	Path Code	Specifies the code of the path settings that will be used when exporting the results to a file. If the field is empty, the setting is inherited from the Queue Result Settings that are in use.
Action	Use Template	Start a guide to configure the function using templates. This action is only available for functions that have not yet been configured.
Action	Filters	If the type of the line is a page, open a list with filters for the selected line. For other types, open a request page.
Action	Values	Open a list with values for the selected codeunit.
Action	Date Filters	Open a list with date filters and date formulas for the selected line.
Action	Additional Settings	Open and specify additional settings and see which values that must be specified to be able to enqueue the function. This action is only visible for functions that support additional settings.
Action	Fields	Open a list of all fields in the selected table and specify which ones to include in the export.
Action	Start	Open a new tab with the current company and the selected object.
Action	Delete Filters	Delete all configured filters for the selected line.
Action	Create Copy	Create a copy of the selected function.
Action	Export	Download the selected function setup lines including Filters and Date Filters. Useful when migrating settings between companies/environments.
Action	Schedule	Schedule the selected function by setting up a job queue entry to process it.
Sub page	Details	Function Setup FactBox
Sub page	Filter Preview	Filter Preview

Function Setup FactBox

Type	Caption	Description
Field	Type	Specifies the type of function to set up.
Field	No.	Specifies the Object ID of the function to set up.
Field	Object Name	Specifies the original name of the configured object.
Field	Source Table No.	Specifies the number of the table that is the source table of the selected object.
Field	Source Table	Specifies the name of the table that is the source table of the selected object.

Functions

Type	Caption	Description
Field	Id	Specifies the ID of the function.
Field	Type	Specifies the type of function.
Field	No.	Specifies the Object ID of the function.
Field	Description	Specifies the description of the function.
Field	Source	Specifies the source of the function.
Field	Source Description	Specifies the description of the source of the function.

Function Template Groups

Type	Caption	Description
Field	Type	Specifies the type of the function template group.
Field	Name	Specifies the name of the function template group.

Template Input

Type	Caption	Description
Field	Type	Specifies the elements in this template that is necessary to set for the Function.
Field	Description	Specifies the description of the elements in this template that is necessary to set for the Function.
Field	Value	Specifies a pre-filled value that should and sometimes needs to be changed to set the Function.
Field	Max Length	Specifies the maximum length of the Value field if one is specified.
Field	Allow Blank Value	Specifies if the template allows blank values.
Field	Preview for Date Range/Date Formula	Specifies a preview of how the date is calculated for the selected date formula or range. The calculation is based on the current work date.
Field	Preview for Date Range with Date/Time	Specifies a preview of how the date is calculated for the selected date formula or range if the filter should be applied on a date/time field. The calculation is based on the current work date.

Functions

Type	Caption	Description
Field	Selected	Specifies whether the Function Template is selected.
Field	Group Name	Specifies the groups to which the Function belongs. This can be changed. The first 20 characters will be used as the Group Code.
Field	Description	Specifies the description of the Function. It is possible to change it in the guide.
Field	Output Type	Specifies the type of output that will be generated when enqueueing the function.
Field	Type	Specifies the type of the Function.
Field	Extension Name	Specifies the name of the extension on which the Function is based. Only templates based on extensions installed in the service agency are displayed. Note that the extension must be installed in the client company in order to use the Function.
Action	Select	Set the marked records as selected.
Action	Up	Move the record one step up in the list to change the sort order.
Action	Down	Move the record one step down in the list to change the sort order.

Functions

Type	Caption	Description
Field	Description	Specifies the description of the function. It is either a caption for the object or a description entered manually.
Field	Source Level	Specifies the level at which the settings have been set.
Field	Sort Order	Specifies the order in which this list is sorted by.
Field	Type	Specifies the type of function.
Field	No.	Specifies the Object ID.
Field	Category Code	Specifies the category for the function.
Field	Direct Export	Specifies whether the result of the function is exported directly according to the specified queue result settings when it completes.
Field	Filters	Specifies if the record has any filters that have been set.
Field	Date Filters	Specifies if the record has any date filters that have been set.
Field	Combined Results	Specifies if the results will be combined in one file or created as separate files per company. If this is enabled, it is mandatory to select a value in the Company Column field to specify what the first column of the file should contain.
Action	Enqueue Report	Request the selected reports.
Action	Enqueue Report (Manual filter)	Request the selected report with a manual filter.
Action	Enqueue and Export Report To	Request the selected reports and export it to the specified location.
Action	Enqueue and Export Report To (Manual filter)	Request the selected report with a manual filter and export it to the specified location.
Action	Enqueue Table Data	Request the selected table data.
Action	Enqueue and Export Table Data To	Request the selected table data and export it to the specified location.

Functions List

Type	Caption	Description
Field	Description	Specifies the description of the function. It is either a caption for the object or a description entered manually.
Field	Source Level	Specifies the level at which the settings have been set.
Field	Sort Order	Specifies the order in which this list is sorted by.
Field	Type	Specifies the type of function.
Field	No.	Specifies the Object ID.
Field	Category Code	Specifies the category for the function.
Field	Direct Export	Specifies whether the result of the function is exported directly according to the specified queue result settings when it completes.
Field	Filters	Specifies if the record has any filters that have been set.
Field	Date Filters	Specifies if the record has any date filters that have been set.
Field	Combined Results	Specifies if the results will be combined in one file or created as separate files per company. If this is enabled, it is mandatory to select a value in the Company Column field to specify what the first column of the file should contain.

Functions

Type	Caption	Description
Field	Description	Specifies the description of the function or group.

Handled

Type	Caption	Description
Field	Code	Specifies the code for how an error in the queue entries was handled.
Field	Description	Specifies the description for how an error in the queue entries was handled.

User-defined KPIs

Type	Caption	Description
Field	Selected	Specifies whether the User-defined KPI Template is selected.
Field	Group Name	Specifies the groups to which the KPI belongs. The group name is displayed in blue if the KPI belongs to the same group as the functions selected earlier in the guide.
Field	KPI No.	Specifies the number of the User-defined KPI. It is possible to change it in the guide.
Field	Name	Specifies the name of the User-defined KPI. It is possible to change it in the guide.
Field	Description	Specifies the description of the User-defined KPI. It is possible to change it in the guide.
Field	Table Name	Specifies the name of source table used for the KPI.
Field	Page Name	Specifies the name of the page used for the Link. This page opens on a new tab in your browser when the KPI is used for DrillDown.
Field	Calculate	Specifies how the KPI is calculated.
Field	Extension Name	Specifies the name of the extension on which the User-defined KPI is based. Only templates based on extensions installed in the service agency are displayed. Note that the extension must be installed in the client company in order to use the User-defined KPI.
Action	Select	Set the marked records as selected.
Action	Up	Move the record one step up in the list and change the number of the KPI.
Action	Down	Move the record one step down in the list and change the number of the KPI.

KPIs

Type	Caption	Description
Field	No.	Specifies a unique identifier of the KPI.
Field	Name	Specifies a name of the KPI.
Field	Group	Specifies a group name to which the KPI belongs.
Field	User-Defined Caption	Specifies a name that a user can assign to the KPI. It can be an abbreviation or a clearer name.
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.

My Companies

Type	Caption	Description
Field	Code	Specifies the client company's unique code. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Badge	Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Company Display Name	Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Client Company Category Code	Specifies the code of the client company category and can be assigned on the Client Company Settings page.
Field	Environment Code	Specifies the code of the environment entered on the Environments page. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Environment Group Code	Specifies the group code of the environment entered on the Environments page.
Field	Company Name	Specifies the text entered in the Company Name field on the Companies page, in the client company.
Field	Evaluation Company	Specifies if this is an evaluation company.
Field	Last Refreshed	Specifies when the last update was performed successfully. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Reload Needed	Specifies if a client company needs to be reloaded. Client companies needs to be reloaded if a User-defined KPI has been changed or if the user has changed a client company from hidden to visible on the My Companies Settings page.
Field	User Tasks	Specifies the number of active user tasks that is assigned to me or my group.
Field	LCY Code	Specifies the local currency code, entered in the LCY Code field on the General Ledger Setup page.
Field	My Last Login	Specifies the most recent date the current user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for your user.
Field	Last Login	Specifies the most recent date a user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for the users.
Field	Different Version	Specifies if the version of Eagle is different in the Client Company than in this Service Agency. If the versions are not the same, it may affect which features can be used in Eagle.
Field	Ongoing Sales Invoices	Specifies the number of sales invoices not yet posted.
Field	Ongoing Sales Orders	Specifies the number of sales orders not yet posted.
Field	Ongoing Sales Credit Memos	Specifies the number of sales credit memos not yet posted.
Field	Ongoing Purch. Invoices	Specifies the number of purchase invoices not yet posted.
Field	Ongoing Purch. Orders	Specifies the number of purchase orders not yet posted.
Field	Ongoing Purch. Credit Memos	Specifies the number of purchase credit memos not yet posted.
Field	Overdue Sales Invoice Amount	Specifies the total amount in LCY of all posted sales invoices that have fallen due.
Field	Overdue Sales Invoices	Specifies the number of all posted sales invoices that have fallen due.
Field	Overdue Sales Credit Memos	Specifies the number of all posted sales credit memos that have fallen due.
Field	Overdue Purch. Invoice Amount	Specifies the total amount in LCY of all posted purchase invoices that have fallen due.
Field	Overdue Purch. Invoices	Specifies the number of all posted purchase invoices that have fallen due.
Field	Overdue Purch. Cr. Memos	Specifies the number of all posted purchase credit memos that have fallen due.
Field	Documents in Import Journals (ExFlow)	Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals.
Field	Documents in Approval Status (ExFlow)	Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved.
Field	Rejected Documents (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow.
Field	Documents on hold (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow.
Field	Approved Documents (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted.
Field	Open Sales Invoice Amount	Specifies the total amount in LCY of all posted sales invoices that are open.
Field	Open Purch. Invoice Amount	Specifies the total amount in LCY for all posted purchase invoices that are open.
Field	Last Depreciated Posted	Specifies the posting date of the last posted depreciation.
Field	Last Cash Receipt Journal	Specifies the creation date of the most recently posted cash receipt journal. Visit the Source Code Setup page to see which journal is set, in the Cash Receipt Journal field.
Field	Last Exchange Rate Adj.	Specifies the creation date of the most recently posted exchange rate adjustment. Visit the Source Code Setup page to see which journal is set, in the Exchange Rate Adjmt. field.
Field	Last General Journal	Specifies the creation date of the most recently posted general journal. Visit the Source Code Setup page to see which journal is set, in the General Journal field.
Field	Last Inventory Post Cost	Specifies the creation date of the most recently posted inventory cost adjustment. Visit the Source Code Setup page to see which journal is set, in the Adjust Cost field.
Field	Last Payment Journal	Specifies the creation date of the most recently posted payment journal. Visit the Source Code Setup page to see which journal is set, in the Payment Journal field.
Field	Last VAT Settlement	Specifies the creation date of the most recently posted VAT settlement. Visit the Source Code Setup page to see which journal is set, in the VAT Settlement field.
Field	Last VP Pack (SweBase)	Specifies the date of the most recently created vendor payment pack. Visit the Payment Suggestion page to see the last created payment on the VP Pack FastTab.
Field	My Allow Posting From	Specifies the date set for the current user in the Allow Posting From field on the User Setup page.
Field	My Allow Posting To	Specifies the date set for the current user in the Allow Posting To field on the User Setup page.
Field	Allow Posting From	Specifies the date set in the Allow Posting From field on the General Ledger Setup page.
Field	Allow Posting To	Specifies the date set in the Allow Posting To field on the General Ledger Setup page.
Field	Allow Deferral Posting From	Specifies the date set in the Allow Deferral Posting From field on the General Ledger Setup page.
Field	Allow Deferral Posting To	Specifies the date set in the Allow Deferral Posting To field on the General Ledger Setup page.
Field	Job Queue Errors	Specifies the number of Job Queue Entries with the status "Error".
Field	Error	Specifies if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
Field	Errors Exist	Specifies if any type of error has occurred for the Client Company. It can be a job queue error or an error that occurred while any of the reload companies actions was performed.
Field	Error Text	Specifies the error message if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
Field	Eagle KPI 1	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 2	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 3	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 4	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 5	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 6	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 7	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 8	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 9	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 10	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 11	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 12	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 13	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 14	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 15	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 16	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 17	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 18	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 19	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 20	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 21	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 22	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 23	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 24	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 25	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 26	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 27	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 28	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 29	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 30	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 31	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 32	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 33	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 34	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 35	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 36	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 37	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 38	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 39	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 40	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 41	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 42	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 43	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 44	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 45	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 46	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 47	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 48	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 49	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 50	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Action	Reload my companies	Update all my companies and data such as KPIs.
Action	Reload selected companies	Update the selected companies and data such as KPIs.
Action	Reload my companies (background)	Reload all my companies and data, such as KPIs, by scheduling an update in the background.
Action	Reload my environments and companies	Update my environments and refresh companies and company names, including data such as KPIs.
Action	Reload my environments and companies (background)	Update my environments and refresh companies and company names, including data such as KPIs.
Action	Payment Suggestion	Open the Payment Suggestion overview for the selected companies.
Action	Select Report (Manual filter)	View reports by setting filters manually. The selected report(s) will appear on a new tab in your browser for each selected company and report. You can select any of the reports set on the Functions Setup page.
Action	Select Page	View pages with set filters. The selected page(s) will appear on a new tab in your browser for each selected company and page. You can select any of the pages set on the Functions Setup page.
Action	Select and Open KPI	View KPI with set filters. The selected KPI will appear on a new tab in your browser for each selected company.
Action	Company	Open the Role Center in the selected company on a new tab in your browser for each selected company.
Action	Customers	Open the customer list in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the customer list on the Functions Setup page if you want to be able to open it with set filters.
Action	Vendors	Open the vendor list in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the vendor list on the Functions Setup page if you want to be able to open it with set filters.
Action	Chart of Accounts	Open the Chart of Accounts in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the chart of accounts on the Functions Setup page if you want to be able to open it with set filters.
Action	Start Workflow	Select and start a workflow automation for the selected company(s). A workflow contains the steps configured by a user. A step can be a function, a group of functions or a manual step.
Action	Enqueue Report	Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
Action	Enqueue Report (Manual filter)	Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report and company.
Action	Enqueue Report (PDF)	Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
Action	Enqueue Report (PDF, Manual filter)	Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report and company.
Action	Enqueue Report (Excel)	Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.
Action	Enqueue Report (Excel, Manual filter)	Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.
Action	Enqueue and Export Report To	Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
Action	Enqueue and Export Report To (Manual filter)	Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
Action	Enqueue and Export Report To (PDF)	Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
Action	Enqueue and Export Report To (PDF, Manual filter)	Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
Action	Enqueue and Export Report To (Excel)	Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.
Action	Enqueue and Export Report To (Excel, Manual filter)	Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.
Action	Enqueue Table Data	Export the fields from a table with the applied filters and file settings set on the Function Setup page.
Action	Enqueue and Export Table Data To	Export the fields from a table with the applied filters and file settings set on the Function Setup page, and choose which Queue Result Settings to use to export the results.
Action	Enqueue Codeunit	Run a codeunit with the applied filters set on the Function Setup page.
Action	Enqueue and Export Codeunit To	Run a codeunit with the applied filters set on the Function Setup page, and choose which Queue Result Settings to use to export the results.
Action	Today	View today's queued entries. All reports and actions that have been queued today by the current user will be displayed. Only the Queue Administrator can see all entries.
Action	All	View queued entries. All reports and actions that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.
Action	Today	View today's queued batches. All batches that have been queued by the current today will be displayed. Only the Queue Administrator can see all entries.
Action	All	View queued batches. All batches that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.
Action	Functions & KPIs Guide	Create new functions and KPIs.
Action	Settings	Open the setup page for my companies.

My Companies

Type	Caption	Description
Field	Code	Specifies the client company's unique code.
Field	Company Display Name	Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
Field	Client Company Category Code	Specifies the code of the client company category and can be assigned on the Client Company Settings page.
Field	Environment Code	Specifies the code of the environment entered on the Environments page.
Field	Environment Group Code	Specifies the group code of the environment entered on the Environments page.
Field	Company Name	Specifies the text entered in the Company Name field on the Companies page, in the client company.
Field	Last Refreshed	Specifies when the last update was performed successfully.
Action	My Companies Filter	Specify a filter to control which companies to include. See the number of included companies in the My Companies field on the Eagle FastTab on the Job Queue Entry Card. Please note that it is the user who set the job queue entry to Ready who will process (enqueue) the scheduled function, which means that the processing will only include the companies to which this user has access. It is not possible to edit the filter when the Status is Ready or In Process.

My Companies

Type	Caption	Description
Field	Code	Specifies the client company's unique code. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Badge	Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Company Display Name	Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Client Company Category Code	Specifies the code of the client company category and can be assigned on the Client Company Settings page.
Field	Environment Code	Specifies the code of the environment entered on the Environments page. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Environment Group Code	Specifies the group code of the environment entered on the Environments page.
Field	Company Name	Specifies the text entered in the Company Name field on the Companies page, in the client company.
Field	Evaluation Company	Specifies if this is an evaluation company.
Field	Last Refreshed	Specifies when the last update was performed successfully. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Reload Needed	Specifies if a client company needs to be reloaded. Client companies needs to be reloaded if a User-defined KPI has been changed or if the user has changed a client company from hidden to visible on the My Companies Settings page.
Field	User Tasks	Specifies the number of active user tasks that is assigned to me or my group.
Field	LCY Code	Specifies the local currency code, entered in the LCY Code field on the General Ledger Setup page.
Field	My Last Login	Specifies the most recent date the current user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for your user.
Field	Last Login	Specifies the most recent date a user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for the users.
Field	Different Version	Specifies if the version of Eagle is different in the Client Company than in this Service Agency. If the versions are not the same, it may affect which features can be used in Eagle.
Field	Ongoing Sales Invoices	Specifies the number of sales invoices not yet posted.
Field	Ongoing Sales Orders	Specifies the number of sales orders not yet posted.
Field	Ongoing Sales Credit Memos	Specifies the number of sales credit memos not yet posted.
Field	Ongoing Purch. Invoices	Specifies the number of purchase invoices not yet posted.
Field	Ongoing Purch. Orders	Specifies the number of purchase orders not yet posted.
Field	Ongoing Purch. Credit Memos	Specifies the number of purchase credit memos not yet posted.
Field	Overdue Sales Invoice Amount	Specifies the total amount in LCY of all posted sales invoices that have fallen due.
Field	Overdue Sales Invoices	Specifies the number of all posted sales invoices that have fallen due.
Field	Overdue Sales Credit Memos	Specifies the number of all posted sales credit memos that have fallen due.
Field	Overdue Purch. Invoice Amount	Specifies the total amount in LCY of all posted purchase invoices that have fallen due.
Field	Overdue Purch. Invoices	Specifies the number of all posted purchase invoices that have fallen due.
Field	Overdue Purch. Cr. Memos	Specifies the number of all posted purchase credit memos that have fallen due.
Field	Documents in Import Journals (ExFlow)	Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals.
Field	Documents in Approval Status (ExFlow)	Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved.
Field	Rejected Documents (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow.
Field	Documents on hold (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow.
Field	Approved Documents (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted.
Field	Open Sales Invoice Amount	Specifies the total amount in LCY of all posted sales invoices that are open.
Field	Open Purch. Invoice Amount	Specifies the total amount in LCY for all posted purchase invoices that are open.
Field	Last Depreciated Posted	Specifies the posting date of the last posted depreciation.
Field	Last Cash Receipt Journal	Specifies the creation date of the most recently posted cash receipt journal. Visit the Source Code Setup page to see which journal is set, in the Cash Receipt Journal field.
Field	Last Exchange Rate Adj.	Specifies the creation date of the most recently posted exchange rate adjustment. Visit the Source Code Setup page to see which journal is set, in the Exchange Rate Adjmt. field.
Field	Last General Journal	Specifies the creation date of the most recently posted general journal. Visit the Source Code Setup page to see which journal is set, in the General Journal field.
Field	Last Inventory Post Cost	Specifies the creation date of the most recently posted inventory cost adjustment. Visit the Source Code Setup page to see which journal is set, in the Adjust Cost field.
Field	Last Payment Journal	Specifies the creation date of the most recently posted payment journal. Visit the Source Code Setup page to see which journal is set, in the Payment Journal field.
Field	Last VAT Settlement	Specifies the creation date of the most recently posted VAT settlement. Visit the Source Code Setup page to see which journal is set, in the VAT Settlement field.
Field	Last VP Pack (SweBase)	Specifies the date of the most recently created vendor payment pack. Visit the Payment Suggestion page to see the last created payment on the VP Pack FastTab.
Field	My Allow Posting From	Specifies the date set for the current user in the Allow Posting From field on the User Setup page.
Field	My Allow Posting To	Specifies the date set for the current user in the Allow Posting To field on the User Setup page.
Field	Allow Posting From	Specifies the date set in the Allow Posting From field on the General Ledger Setup page.
Field	Allow Posting To	Specifies the date set in the Allow Posting To field on the General Ledger Setup page.
Field	Allow Deferral Posting From	Specifies the date set in the Allow Deferral Posting From field on the General Ledger Setup page.
Field	Allow Deferral Posting To	Specifies the date set in the Allow Deferral Posting To field on the General Ledger Setup page.
Field	Job Queue Errors	Specifies the number of Job Queue Entries with the status "Error".
Field	Error	Specifies if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
Field	Errors Exist	Specifies if any type of error has occurred for the Client Company. It can be a job queue error or an error that occurred while any of the reload companies actions was performed.
Field	Error Text	Specifies the error message if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
Field	Eagle KPI 1	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 2	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 3	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 4	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 5	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 6	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 7	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 8	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 9	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 10	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 11	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 12	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 13	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 14	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 15	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 16	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 17	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 18	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 19	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 20	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 21	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 22	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 23	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 24	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 25	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 26	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 27	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 28	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 29	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 30	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 31	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 32	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 33	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 34	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 35	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 36	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 37	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 38	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 39	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 40	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 41	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 42	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 43	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 44	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 45	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 46	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 47	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 48	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 49	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 50	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Action	Reload my companies	Update all my companies and data such as KPIs.
Action	Reload selected companies	Update the selected companies and data such as KPIs.
Action	Reload my companies (background)	Reload all my companies and data, such as KPIs, by scheduling an update in the background.
Action	Reload my environments and companies	Update my environments and refresh companies and company names, including data such as KPIs.
Action	Reload my environments and companies (background)	Update my environments and refresh companies and company names, including data such as KPIs.
Action	Payment Suggestion	Open the Payment Suggestion overview for the selected companies.
Action	Company	Open the Role Center in the selected company on a new tab in your browser for each selected company.
Action	Select Report (Manual filter)	View reports by setting filters manually. The selected report(s) will appear on a new tab in your browser for each selected company and report. You can select any of the reports set on the Functions Setup page.
Action	Select Page	View pages with set filters. The selected page(s) will appear on a new tab in your browser for each selected company and page. You can select any of the pages set on the Functions Setup page.
Action	Customers	Open the customer list in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the customer list on the Functions Setup page if you want to be able to open it with set filters.
Action	Vendors	Open the vendor list in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the vendor list on the Functions Setup page if you want to be able to open it with set filters.
Action	Chart of Accounts	Open the Chart of Accounts in the selected company. The list will appear on a new tab in your browser for each selected company. Set up the chart of accounts on the Functions Setup page if you want to be able to open it with set filters.
Action	Enqueue Report	Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
Action	Enqueue Report (Manual filter)	Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
Action	Enqueue Report (PDF)	Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
Action	Enqueue Report (PDF, Manual filter)	Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company.
Action	Enqueue Report (Excel)	Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.
Action	Enqueue Report (Excel, Manual filter)	Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company or companies by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report and company.

Settings for My Companies

Type	Caption	Description
Field	Code	Specifies the client company's unique code.
Field	Client Company Category Code	Specifies the code of the client company category and can be assigned on the Client Company Settings page.
Field	Environment Code	Specifies the code of the environment.
Field	Environment Group Code	Specifies the group code of the environment.
Field	Company Name	Specifies the company name.
Field	Company Display Name	Specifies the company display name.
Field	Hide	Specifies if this company should be hidden on the My Companies page.
Field	Evaluation Company	Specifies if this is an evaluation company.
Field	Profile ID	Specifies the profile to use in the client company when opened from Eagle. It is possible to specify which profile to use on the Eagle Setup, Environments and My Environments pages but this setting overrides these.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that will be used when exporting the results of a function to a file.
Field	Regional Settings Code	Specifies the code of the regional settings that will be used when enqueueing a function.

My Company

Type	Caption	Description
Field	Code	Specifies the client company's unique code. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Badge	Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Company Display Name	Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Client Company Category Code	Specifies the code of the client company category and can be assigned on the Client Company Settings page.
Field	Environment Code	Specifies the code of the environment entered on the Environments page. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Environment Group Code	Specifies the group code of the environment entered on the Environments page.
Field	Company Name	Specifies the text entered in the Company Name field on the Companies page, in the client company.
Field	Evaluation Company	Specifies if this is an evaluation company.
Field	Last Refreshed	Specifies when the last update was performed successfully. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue.
Field	Reload Needed	Specifies if a client company needs to be reloaded. Client companies needs to be reloaded if a User-defined KPI has been changed or if the user has changed a client company from hidden to visible on the My Companies Settings page.
Field	User Tasks	Specifies the number of active user tasks that is assigned to me or my group.
Field	LCY Code	Specifies the local currency code, entered in the LCY Code field on the General Ledger Setup page.
Field	My Last Login	Specifies the most recent date the current user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for your user.
Field	Last Login	Specifies the most recent date a user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for the users.
Field	Different Version	Specifies if the version of Eagle is different in the Client Company than in this Service Agency. If the versions are not the same, it may affect which features can be used in Eagle.
Field	Scheduled Functions	Specifies the number of scheduled functions. See more information by clicking on the link.
Field	Queue Entries Today	Specifies the number of entries that I have enqueued today.
Field	Queue Entry Batches Today	Specifies the number of batches that I have enqueued today.
Field	Queue Entries with Errors Today	Specifies the number of entries I have enqueued today that ended with an error.
Field	Queue Entry Batches with Errors Today	Specifies the number of batches I have enqueued today that ended with an error.
Field	Eagle KPI 1	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 2	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 3	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 4	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 5	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 6	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 7	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 8	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 9	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 10	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 11	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 12	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 13	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 14	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 15	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 16	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 17	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 18	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 19	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 20	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 21	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 22	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 23	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 24	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 25	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 26	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 27	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 28	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 29	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 30	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 31	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 32	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 33	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 34	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 35	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 36	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 37	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 38	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 39	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 40	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 41	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 42	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 43	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 44	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 45	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 46	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 47	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 48	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 49	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 50	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Job Queue Errors	Specifies the number of Job Queue Entries with the status "Error".
Field	Error	Specifies if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
Field	Errors Exist	Specifies if any type of error has occurred for the Client Company. It can be a job queue error or an error that occurred while any of the reload companies actions was performed.
Field	Error Text	Specifies the error message if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
Field	Ongoing Purch. Invoices	Specifies the number of purchase invoices not yet posted.
Field	Ongoing Purch. Orders	Specifies the number of purchase orders not yet posted.
Field	Ongoing Purch. Credit Memos	Specifies the number of purchase credit memos not yet posted.
Field	Overdue Purch. Invoice Amount	Specifies the total amount in LCY of all posted purchase invoices that have fallen due.
Field	Overdue Purch. Invoices	Specifies the number of all posted purchase invoices that have fallen due.
Field	Overdue Purch. Cr. Memos	Specifies the number of all posted purchase credit memos that have fallen due.
Field	Open Purch. Invoice Amount	Specifies the total amount in LCY for all posted purchase invoices that are open.
Field	Documents in Import Journals (ExFlow)	Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals.
Field	Documents in Approval Status (ExFlow)	Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved.
Field	Rejected Documents (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow.
Field	Documents on hold (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow.
Field	Approved Documents (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted.
Field	Last VP Pack (SweBase)	Specifies the date of the most recently created vendor payment pack. Visit the Payment Suggestion page to see the last created payment on the VP Pack FastTab.
Field	Ongoing Sales Invoices	Specifies the number of sales invoices not yet posted.
Field	Ongoing Sales Orders	Specifies the number of sales orders not yet posted.
Field	Ongoing Sales Credit Memos	Specifies the number of sales credit memos not yet posted.
Field	Overdue Sales Invoice Amount	Specifies the total amount in LCY of all posted sales invoices that have fallen due.
Field	Overdue Sales Invoices	Specifies the number of all posted sales invoices that have fallen due.
Field	Overdue Sales Credit Memos	Specifies the number of all posted sales credit memos that have fallen due.
Field	Open Sales Invoice Amount	Specifies the total amount in LCY of all posted sales invoices that are open.
Field	Last Depreciated Posted	Specifies the posting date of the last posted depreciation.
Field	Last Cash Receipt Journal	Specifies the creation date of the most recently posted cash receipt journal. Visit the Source Code Setup page to see which journal is set, in the Cash Receipt Journal field.
Field	Last Exchange Rate Adj.	Specifies the creation date of the most recently posted exchange rate adjustment. Visit the Source Code Setup page to see which journal is set, in the Exchange Rate Adjmt. field.
Field	Last General Journal	Specifies the creation date of the most recently posted general journal. Visit the Source Code Setup page to see which journal is set, in the General Journal field.
Field	Last Inventory Post Cost	Specifies the creation date of the most recently posted inventory cost adjustment. Visit the Source Code Setup page to see which journal is set, in the Adjust Cost field.
Field	Last Payment Journal	Specifies the creation date of the most recently posted payment journal. Visit the Source Code Setup page to see which journal is set, in the Payment Journal field.
Field	Last VAT Settlement	Specifies the creation date of the most recently posted VAT settlement. Visit the Source Code Setup page to see which journal is set, in the VAT Settlement field.
Field	My Allow Posting From	Specifies the date set for the current user in the Allow Posting From field on the User Setup page.
Field	My Allow Posting To	Specifies the date set for the current user in the Allow Posting To field on the User Setup page.
Field	Allow Posting From	Specifies the date set in the Allow Posting From field on the General Ledger Setup page.
Field	Allow Posting To	Specifies the date set in the Allow Posting To field on the General Ledger Setup page.
Field	Allow Deferral Posting From	Specifies the date set in the Allow Deferral Posting From field on the General Ledger Setup page.
Field	Allow Deferral Posting To	Specifies the date set in the Allow Deferral Posting To field on the General Ledger Setup page.
Action	Reload company	Update the current company and data such as KPIs.
Action	Payment Suggestion	Open the Payment Suggestion overview for the current company.
Action	Select Report (Manual filter)	View reports by setting filters manually. The selected report(s) will appear on a new tab in your browser for each selected report. You can select any of the reports set on the Functions Setup page.
Action	Select Page	View pages with set filters. The selected page(s) will appear on a new tab in your browser for each selected page. You can select any of the pages set on the Functions Setup page.
Action	Company	Open the Role Center in the selected company on a new tab in your browser.
Action	Customers	Open the customer list in the selected company on a new tab in your browser. Set up the customer list on the Functions Setup page if you want to be able to open it with set filters.
Action	Vendors	Open the vendor list in the selected company on a new tab in your browser. Set up the vendor list on the Functions Setup page if you want to be able to open it with set filters.
Action	Chart of Accounts	Open the Chart of Accounts in the selected company on a new tab in your browser. Set up the chart of accounts on the Functions Setup page if you want to be able to open it with set filters.
Action	Start Workflow	Select and start a workflow automation. A workflow contains the steps configured by a user. A step can be a function, a group of functions or a manual step.
Action	Enqueue Report	Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
Action	Enqueue Report (Manual filter)	Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
Action	Enqueue Report (PDF)	Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
Action	Enqueue Report (PDF, Manual filter)	Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
Action	Enqueue Report (Excel)	Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report.
Action	Enqueue Report (Excel, Manual filter)	Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report.
Action	Enqueue and Export Report To	Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
Action	Enqueue and Export Report To (Manual filter)	Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
Action	Enqueue and Export Report To (PDF)	Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
Action	Enqueue and Export Report To (PDF, Manual filter)	Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report.
Action	Enqueue and Export Report To (Excel)	Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report.
Action	Enqueue and Export Report To (Excel, Manual filter)	Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report.
Action	Enqueue Table Data	Export the fields from a table with the applied filters and file settings set on the Function Setup page.
Action	Enqueue and Export Table Data To	Export the fields from a table with the applied filters and file settings set on the Function Setup page, and choose which Queue Result Settings to use to export the results.
Action	Function Setup	View or edit the settings for which reports, table exports and pages that can be opened and enqueued (ordered) and with which filters.
Action	Queue Result Settings	View or edit the settings for how the results of Queue Entries and Queue Entry batches should be handled.
Action	Eagle KPIs Setup	View or edit predefined KPIs. View, edit or create user-defined KPIs. The benefits of the key performance indicators are many, and they can be used to provide answers to what and when something needs to be done and provide an overview of what has been done. They can also be set up to provide support and feedback when a task is performed.
Action	Date Formulas	View or edit the date formulas used in Date Filters when filtering on specific dates. A Date Formula specifies how to calculate a date relative to the current day or work date.
Action	Date Ranges	View or edit the date ranges used in Date Filters when filtering by date range. A Date Range consists of one or two Date Formulas that specifies how the starting date and the ending date should be calculated in a date range.
Action	Combined Date Filters	View or edit the combined date filters used in Date Filters. A Combined Date Filter consists of one or more Date Ranges and/or Date Formulas.
Action	Today	View today's queued entries. All reports and table exports that have been queued today by the current user will be displayed. Only the Queue Administrator can see all entries.
Action	All	View queued entries. All reports and actions that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.
Action	Today	View today's queued batches. All batches that have been queued by the current today will be displayed. Only the Queue Administrator can see all entries.
Action	All	View queued batches. All batches that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.
Action	Functions & KPIs Guide	Create new functions and KPIs.

My Company

Type	Caption	Description
Field	User Tasks	Specifies the number of active user tasks that is assigned to me or my group.
Field	Ongoing Purch. Credit Memos	Specifies the number of purchase credit memos not yet posted.
Field	Ongoing Purch. Invoices	Specifies the number of purchase invoices not yet posted.
Field	Ongoing Purch. Orders	Specifies the number of purchase orders not yet posted.
Field	Overdue Purch. Cr. Memos	Specifies the number of all posted purchase credit memos that have fallen due.
Field	Overdue Purch. Invoice Amount	Specifies the total amount in LCY of all posted purchase invoices that have fallen due.
Field	Overdue Purch. Invoices	Specifies the number of all posted purchase invoices that have fallen due.
Field	Open Purch. Invoice Amount	Specifies the total amount in LCY for all posted purchase invoices that are open.
Field	Documents in Import Journals (ExFlow)	Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals.
Field	Documents in Approval Status (ExFlow)	Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved.
Field	Rejected Documents (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow.
Field	Documents on hold (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow.
Field	Approved Documents (ExFlow)	Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted.
Field	Ongoing Sales Credit Memos	Specifies the number of sales credit memos not yet posted.
Field	Ongoing Sales Invoices	Specifies the number of sales invoices not yet posted.
Field	Ongoing Sales Orders	Specifies the number of sales orders not yet posted.
Field	Open Sales Invoice Amount	Specifies the total amount in LCY of all posted sales invoices that are open.
Field	Overdue Sales Credit Memos	Specifies the number of all posted sales credit memos that have fallen due.
Field	Overdue Sales Invoice Amount	Specifies the total amount in LCY of all posted sales invoices that have fallen due.
Field	Overdue Sales Invoices	Specifies the number of all posted sales invoices that have fallen due.
Field	Error	Specifies if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link.
Field	Errors Exist	Specifies if any type of error has occurred for the Client Company. It can be a job queue error or an error that occurred while any of the reload companies actions was performed.
Field	Job Queue Errors	Specifies the number of Job Queue Entries with the status "Error".
Field	Eagle KPI 1	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 2	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 3	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 4	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 5	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 6	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 7	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 8	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 9	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 10	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 11	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 12	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 13	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 14	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 15	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 16	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 17	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 18	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 19	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 20	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 21	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 22	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 23	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 24	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 25	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 26	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 27	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 28	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 29	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 30	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 31	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 32	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 33	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 34	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 35	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 36	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 37	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 38	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 39	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 40	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 41	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 42	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 43	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 44	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 45	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 46	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 47	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 48	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 49	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Field	Eagle KPI 50	Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page.
Action	Reload KPIs	Reload the KPIs for this company.
Action	Set Up Eagle KPIs	View or edit predefined KPIs. Create new user-defined KPIs manually or using templates.
Action	Set Up Cues	Set up the cues (status tiles) related to the role. You can set thresholds and determine the style of the cues.

My Environments

Type	Caption	Description
Field	Environment Code	Specifies the code of the environment.
Field	Name	Specifies the name of the environment.
Field	Group Code	Specifies the group code of the environment.
Field	Profile ID	Specifies the profile to use in the client companies in this environment when opened from Eagle. It is possible to override this setting by specifying which profile to use on the Settings for My Companies page.
Field	Last Refreshed	Specifies when the last update was performed successfully.
Field	Customer No.	Specifies the number of the customer to whom the environment is connected.
Field	Eagle Version	Specifies the version of the Eagle app, which is retrieved from the client environment.
Field	Authentication Error	Specifies if an authentication error has occurred.
Field	Error	Specifies if an error has occurred. Open the details by selecting it.
Field	Error Text	Specifies the error that has occurred. Open the details by selecting it.
Action	Reload my environments	Update all my environments.
Action	Reload my environments and companies	Update my environments and refresh companies and company names including data such as KPIs.
Action	Reload my environments and companies (background)	Reload all my environments, refresh companies and company names including data such as KPIs, by scheduling an update in the background.
Action	Reload selected environments	Update the selected environments.
Sub page	Details	Environment FactBox
Sub page	App Versions	Environment App Versions

My User Tasks - Eagle

Type	Caption	Description
Field	Display Name	Specifies the display name of the company.
Field	Environment Name	Specifies the name of the environment.
Field	Title	Specifies the title of the user task.
Field	Due date	Specifies the due date of the task.
Field	Priority	Specifies the priority of the task.
Field	Percent Complete	Specifies the completion percentage of the task.
Field	Last Refreshed	Specifies the last refreshed date of this record.
Field	Created By	Specifies the user who created the task.
Field	Created Date	Specifies date when the task was created.
Field	User Task Group	Specifies the group that the task is assigned to.
Action	Go to Company	Log into the company and see tasks that are assigned to you or your group.
Action	Refresh Selected Tasks	Refresh data for the companies of the selected tasks.
Action	Reload my companies	Reload all my companies and update the data.
Action	Mark Task Complete	Mark this task as completed.

Objects

Type	Caption	Description
Field	Type	Specifies the type of the object.
Field	ID	Specifies the ID of the object.
Field	Caption	Specifies the caption of the object, that is, the name that will be displayed in the user interface.
Field	Processing Only	Specifies if the report is a processing only report, and has no output as PDF or Excel file.
Field	Page Type	Specifies the type of the page.
Field	Name	Specifies the name of the object.
Field	App Name	Specifies the App (extension) that provides this object.

Output Queue Data Entries

Type	Caption	Description
Field	Output Queue Entry No.	Specifies the entry number of the output queue.
Field	Entry No.	Specifies the entry number of the output queue data entry.
Field	File Name	Specifies the name of the file in the output queue data entry.
Field	File Extension	Specifies the extension of the file in the output queue data entry.
Field	Metadata	Specifies the metadata of the enqueued function. Select the link to see the metadata.
Field	Result Encoding	Specifies the encoding of the file in the output queue data entry.
Field	Result Data Size	Specifies the size of the file in the output queue data entry.
Action	Download Result	Download the result that the record has generated.
Action	Metadata	View the metadata that the record has generated.

Giro Types

Type	Caption	Description
Field	Giro Type	Specifies the code of the giro type to create a payment suggestion for.

Payment Suggestion

Type	Caption	Description
Field	Environment Code	Specifies the code of the environment entered on the Environments page.
Field	Company Display Name	Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty.
Field	Group Code	Specifies the group code of the environment entered on the Environments page.
Field	Giro Type	Specifies the code of the giro type to process a payment suggestion for.
Field	Description	Specifies the description of the giro type to process a payment suggestion for.
Field	Status	Specifies the status of the payment to process. Useful when an approval workflow is set up.
Field	Line Count	Specifies the number of rows in the client company's payment suggestion. Select the Refresh Selected Lines action to update the selected line as it will not be automatically updated when changes is made in the client company's payment suggestion.
Field	Total Remaining Amount (LCY)	Specifies the amount to be paid in local currency. Select the Refresh Selected Lines action to update the selected line as it will not be automatically updated when changes is made in the client company's payment suggestion.
Field	LCY Code	Specifies the local currency code, entered in the LCY Code field on the General Ledger Setup page.
Field	Last Updated	Specifies when the last refresh was made.
Field	PDF Queue Entry No.	Specifies the number of the related Queue Entry.
Action	Refresh Selected Lines	Refresh the selected Payment Suggestions with data from their company. Select this action each time a change has been made to the client's payment proposal to make sure it's updated and ready for the next step in processing the payment.
Action	Create Payment Suggestion	Run the Payment Suggestion for the selected records. This action will create a payment suggestion in the client company which can then be changed by open the payment suggestion in the company that it has been created in.
Action	Open in Company	Open the selected Payment Suggestion Journal in their Company. Select this action to view and edit the payment suggestion.
Action	Queue PDF	Enqueue a function to save the payment suggestion as a PDF file.
Action	Show PDF	Open the created PDF file.
Action	Create File	Create a payment file for the selected records. This action will enqueue a function to save the lines in the payment suggestion as a file, possible to upload to the bank.
Action	Today	View today's queued entries. All reports and actions that have been queued by the current user today will be displayed. Only the Queue Administrator can see all entries.
Action	All	View queued entries. All reports and actions that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.
Action	Today	View today's queued batches. All batches that have been queued by the current user today will be displayed. Only the Queue Administrator can see all entries.
Action	All	View queued batches. All batches that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries.

Page

Type	Caption	Description
Field	Id	Specifies the ID of the object.
Field	Name	Specifies the name of the object.
Field	Caption	Specifies the caption of the object, that is, the name that will be displayed in the user interface.

Predefined KPIs

Type	Caption	Description
Field	No.	Specifies a unique identifier of the KPI.
Field	Name	Specifies a name of the KPI.
Field	Group	Specifies a group name to which the KPI belongs.
Field	User-Defined Caption	Specifies a name that a user can assign to the KPI. It can be an abbreviation or a clearer name.
Field	My Companies Visibility	Specifies whether the KPI should be visible as a column on the My Companies page for all users or hidden by default.
Field	My Companies (Role Center) Visibility	Specifies whether the KPI should be visible as a column on the My Companies list on the role center for all users or hidden by default.
Field	Cue Visibility	Specifies whether the KPI should be visible as a cue by default on the role center for all users or hidden by default.
Field	Cue Link Opens In	Specifies what should happen when the data cue of the KPI is clicked on in the role center. When a user clicks on a data cue, either the data source in this company will be displayed, or all client companies within the filter will be opened in new tabs.

Promoted KPIs

Type	Caption	Description
Field	No.	Specifies a unique identifier of the promoted KPI.
Field	Type	Specifies the type of key performance indicator to set up. The Promoted KPIs have a different visual design and are displayed above the other data cues on the role center. This field is formatted with red text if the selected KPI is disabled and will not be displayed.
Field	KPI No.	Specifies the number of the key performance indicator to set up.
Field	Name	Specifies the display name of the selected key performance indicator.
Action	Clear	Clear all fields that have been set for the selected KPIs. Useful if all fields configured for the KPIs should be reset.

Promoted KPIs

Type	Caption	Description
Action	Set Up Promoted KPIs	Specify which Predefined and User-defined KPIs to display as promoted. It is possible to choose 5 promoted KPIs.
Action	Set Up Cues	Set up the cues (status tiles) related to the role. You can set thresholds and determine the style of the cues.

Queue Data Entries

Type	Caption	Description
Field	Queue Entry No.	Specifies the entry number of the queue entry.
Field	Entry No.	Specifies the entry number of the queue data entry.
Field	File Name	Specifies the name of the file in the queue data entry.
Field	Metadata	Specifies the metadata of the enqueued function. Select the link to see the metadata. It is possible to use the metadata in file name/path placeholders.
Field	Direct Export Status	Specifies the status of the direct export of the enqueued function, if configured.
Field	Exported	Specifies if the enqueued function has been exported.
Field	Exported To	Specifies the location where the enqueued function has been exported.
Field	Integration Queue Entry No.	Specifies the entry number of the integration queue entry that was used to export the enqueued function the first time.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that have been used to export the enqueued function.
Field	Queue Result Settings Type	Specifies the type of the queue result settings that have been used to export the enqueued function.
Field	Error	Specifies if the enqueued function ended with an error.
Field	Error Message	Specifies the error message if the enqueued function ended with an error. Click on the link to see more information.
Field	File Extension	Specifies the extension of the file in the queue data entry.
Field	Result Encoding	Specifies the encoding of the file in the queue data entry.
Action	Refresh	Refresh the list to update the status of the records.
Action	Download Result	Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
Action	Export Results	Export the results of the selected records to the configured location.
Action	Export Results To	Export the results of the selected records to the selected location.
Action	View Exported Result	View the exported result. The result is either opened in a new tab or downloaded depending on the type of result.
Action	Open Exported Result Location	Open the location of the exported result in a new tab.
Action	Metadata	View the metadata that the enqueued function has generated.

Queue Entries

Type	Caption	Description
Field	Entry No.	Specifies the unique identifier of the record.
Field	Description	Specifies the description of the function that has been enqueued.
Field	Type	Specifies the type of function that has been enqueued.
Field	No.	Specifies the ID of the function that has been enqueued.
Field	Status	Specifies the status of the queued function, which may be its progress or that it has been completed. It can also stop with an error.
Field	Result	Specifies if the enqueued function generated a result that can be downloaded or exported.
Field	Data Entries	Specifies the number of data entries that the enqueued function has generated. If the function has generated more than one entry, you can select the link to see the entries.
Field	Metadata	Specifies the metadata of the enqueued function. Select the link to see the metadata. It is possible to use the metadata in file name/path placeholders.
Field	Scheduled	Specifies if the job queue entry that loops and checks the client's status is scheduled to run or not. If this is not checked on a line that has status "Queued", something has happened and the job queue entry must be restarted.
Field	Direct Export Status	Specifies the status of the direct export of the enqueued function, if configured.
Field	Exported	Specifies if the enqueued function has been exported.
Field	Exported To	Specifies the location where the enqueued function has been exported.
Field	Integration Queue Entry No.	Specifies the entry number of the integration queue entry that was used to export the enqueued function the first time.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that have been used to export the enqueued function.
Field	Queue Result Settings Type	Specifies the type of the queue result settings that have been used to export the enqueued function.
Field	Regional Settings Code	Specifies the code of the regional settings that have been used when the function was enqueued.
Field	Handled	Specifies how the error has been handled and is only possible to enter for records that have Status Error. You can enter a text or a code. When a value is entered, the Status changes to Error (Handled). If the value is deleted, the Status changes back to Error.
Field	Environment Code	Specifies the code for the environment that performs the task that has been enqueued.
Field	Environment Name	Specifies the name for the environment that performs the task that has been enqueued.
Field	Company Display Name	Specifies the company display name of the company that performs the task that has been enqueued.
Field	Created	Specifies the date and time when the record was created.
Field	Created By	Specifies the User ID of the one who enqueued the function.
Field	Source	Specifies how the function was enqueued.
Field	Error	Specifies if the enqueued function ended with an error.
Field	Error Message	Specifies the error message if the enqueued function ended with an error. Click on the link to see more information.
Field	Batch Entry No.	Specifies the entry number of the batch that the record is linked to.
Action	Refresh	Refresh the list to update the status of the records.
Action	Download Result	Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
Action	Open in OneDrive	Copy the result that the record has generated to OneDrive and open it in a new window. You can choose to copy the result of several records at the same time, and if you do, all the records that have a valid result will be copied, the others will be skipped.
Action	Share	Copy the result that the record has generated to your Business Central folder in OneDrive and share the file.
Action	Export Results	Export the results of the selected records to the configured location.
Action	Export Results To	Export the results of the selected records to the selected location.
Action	Re-Enqueue	Enqueue the selected records again. Useful when an enqueued function has ended with an error that has now been fixed.
Action	Open Job Queue Entry	Open the Job Queue Log Entries page with a filter for the selected record.
Action	Recreate Job Queue Entry	Create the same job queue entry that previously performed the enqueued function.
Action	Get Status	Update the status of the selected records.
Action	Open in Company	Open the Eagle Output Queue page in the company that performed the enqueued function, with a filter on the selected record.
Action	Filters	View the filters that was used at the time the function was enqueued. Useful in troubleshooting scenarios.
Action	Additional Settings	View the additional settings that was used at the time the function was enqueued. Useful in troubleshooting scenarios.
Action	View Exported Result	View the exported result. The result is either opened in a new tab or downloaded depending on the type of result.
Action	Open Exported Result Location	Open the location of the exported result in a new tab.
Action	Data Entries	Open the data entries that the enqueued function has generated. Only applicable if the requested function created more than one result entry.
Action	Metadata	View the metadata that the enqueued function has generated.

Queue Entries

Type	Caption	Description
Field	Entry No.	Specifies the unique identifier of the record.
Field	Created	Specifies the date and time when the record was created.
Field	Description	Specifies the description of the function that has been enqueued.
Field	Type	Specifies the type of function that has been enqueued.
Field	No.	Specifies the ID of the function that has been enqueued.
Field	Status	Specifies the status of the queued function, which may be its progress or that it has been completed. It can also stop with an error.
Field	Environment Code	Specifies the code for the environment that performs the task that has been enqueued.
Field	Environment Name	Specifies the name for the environment that performs the task that has been enqueued.
Field	Company Display Name	Specifies the company display name of the company that performs the task that has been enqueued.
Field	Result	Specifies if the enqueued function generated a result that can be downloaded or exported.
Field	Scheduled	Specifies if the job queue entry that loops and checks the client's status is scheduled to run or not. If this is not checked on a line that has status "Queued", something has happened and the job queue entry must be restarted.
Field	Created By	Specifies the User ID of the one who enqueued the function.
Field	Error	Specifies if the enqueued function ended with an error.
Field	Error Message	Specifies the error message if the enqueued function ended with an error. Click on the link to see more information.
Field	Batch Entry No.	Specifies the entry number of the batch that the record is linked to.
Action	Open full list	Open the entire list and access all fields and actions.
Action	Download Result	Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
Action	Share	Copy the result that the record has generated to your Business Central folder in OneDrive and share the file.
Action	View Exported Result	View the exported result. The result is either opened in a new tab or downloaded depending on the type of result.
Action	Open Exported Result Location	Open the location of the exported result in a new tab.

Queue Entry Batches

Type	Caption	Description
Field	Entry No.	Specifies the record's entry no.
Field	Description	Specifies the description of the function that has been enqueued (if all entries in the batch has the same Object ID).
Field	Status	Specifies the status of the entries in the batch. The Status is set to "Completed" if all Queue Entries within the batch has the Status "Completed". The Status is set to "Error" if one record in the Queue Entries page within the batch has the Status "Error".
Field	Result	Specifies if the enqueued function generated a result that can be downloaded or exported.
Field	Direct Export Status	Specifies the status of the direct export of the enqueued function, if configured.
Field	Exported	Specifies if the enqueued function has been exported.
Field	Exported To	Specifies the location where the enqueued function has been exported.
Field	Integration Queue Entry No.	Specifies the entry number of the integration queue entry that was used to export the enqueued function.
Field	Combined Results	Specifies whether the results of the Queue Entries in the batch has been combined. If the field is set to "Yes", the results of the Queue Entries in the batch is combined into one result and saved on the Queue Entry Batches. If the field is set to "No", the results of the Queue Entries in the batch is not combined and the results is saved on the Queue Entries.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that have been used to export the enqueued function.
Field	Type	Specifies the type of function that has been enqueued.
Field	No.	Specifies the ID of the function that has been enqueued (if all entries in the batch has the same Object ID).
Field	Created	Specifies the date and time when the record was created.
Field	Created By	Specifies the User ID of the one who enqueued the function.
Field	Source	Specifies how the function was enqueued.
Field	Number of Entries	Specifies the number of Queue Entries that the batch contains.
Action	Refresh	Refresh the list to update the status of the records.
Action	Queue Entries	Open the Queue Entries page with a filter on the selected batch.
Action	Download Result	Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
Action	Open in OneDrive	Copy the result that the record has generated to OneDrive and open it in a new window. You can choose to copy the result of several records at the same time, and if you do, all the records that have a valid result will be copied, the others will be skipped.
Action	Export Results	Export the results of the selected records to the configured location.
Action	Export Results To	Export the results of the selected records to the selected location.
Action	View Exported Result	View the exported result. The result is either opened in a new tab or downloaded depending on the type of result.
Action	Open Exported Result Location	Open the location of the exported result in a new tab.

Queue Entry Batches

Type	Caption	Description
Field	Entry No.	Specifies the record's entry no.
Field	Created	Specifies the date and time when the record was created.
Field	Status	Specifies the status of the entries in the batch. The Status is set to "Completed" if all Queue Entries within the batch has the Status "Completed". The Status is set to "Error" if one record in the Queue Entries page within the batch has the Status "Error".
Field	Description	Specifies the description of the function that has been enqueued (if all entries in the batch has the same Object ID).
Field	Type	Specifies the type of function that has been enqueued.
Field	No.	Specifies the ID of the function that has been enqueued (if all entries in the batch has the same Object ID).
Field	Created By	Specifies the User ID of the one who enqueued the function.
Field	Number of Entries	Specifies the number of Queue Entries that the batch contains.
Action	Open full list	Open the entire list and access all fields and actions.
Action	Queue Entries	Open the Queue Entries page with a filter on the selected batch.
Action	Download Result	Download the result that the record has generated. You can choose to download the results of several records at the same time, and if you do, a ZIP file will be created that contains the result of the records that have a valid result, the others will be skipped.
Action	View Exported Result	View the exported result. The result is either opened in a new tab or downloaded depending on the type of result.
Action	Open Exported Result Location	Open the location of the exported result in a new tab.

Queue Metadata

Type	Caption	Description
Field	Code	Specifies the code of the queue metadata.
Field	Type	Specifies the type of the queue metadata.
Field	Value	Specifies the value of the queue metadata.

Queue Result Settings

Type	Caption	Description
Field	Code	Specifies the code of the queue result settings. This code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
Field	Description	Specifies the description of the queue result settings.
Field	Type	Specifies how the result of requested functions are handled.
Field	File Name Code	Specifies how the file name of the result of requested functions is handled. You can have several queue result settings with different file name settings. The Queue Result Settings Code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
Field	Direct Export Supported	Specifies whether the queue result settings supports direct export. This setting allows the results of requested functions to be exported immediately.
Field	Autogenerate Folders	Specifies whether the queue result settings supports autogenerated folders. This setting allows missing folders to be created automatically (according to the path settings) when the results of requested functions are exported.
Field	Path Code	Specifies the path to which the result of requested functions should be exported. You can have several queue result settings with different path settings. The Queue Result Settings Code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.

Queue Result Settings

Type	Caption	Description
Field	Code	Specifies the code of the queue result settings. This code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
Field	Description	Specifies the description of the queue result settings.
Field	Direct Export Supported	Specifies whether the queue result settings supports direct export. This setting allows the results of requested functions to be exported immediately.
Field	Type	Specifies how the result of requested functions are handled.
Field	Integration Setup Code	Specifies the code of the integration setup used when exporting the result of requested functions to the integration queue. The Integration Queue is part of the Spider app.
Field	SharePoint Site URL	Specifies the URL of the SharePoint site. This must contain the full address of the site on which the document library is located. Example if the document library is located on "SubSite": https://YourDomain.sharepoint.com/sites/SubSite/
Field	SharePoint Site Relative URL	Specifies the relative URL of the SharePoint site. If the document library on "SubSite" (hover over the SharePoint Site URL field) is named "Shared Documents" and contains a subfolder, this field should contain: Shared Documents/SubFolder/
Field	AAD Tenant Id	Specifies the Azure Active Directory (AAD) tenant id. If this is left blank, the current tenant id is used.
Field	Use custom Azure App Registration	Specifies whether to use the Azure App registration provided by SmartApps or not. Enable this to enter your own Client Id and Client Secret. Upon deactivation, the specified data is deleted.
Field	Client Id	Specifies the application (client) id from the App Registration in Azure Active Directory. This is used for authentication of the user when communicating with the client company. Disable the Use custom Azure App Registration toggle to use the Azure App registration provided by SmartApps.
Field	Client Secret	Specifies the application (client) secret from the App Registration in Azure Active Directory, known only to your application and the authorization server. This is used for authentication of the user when communicating with the client company. Disable the Use custom Azure App Registration toggle to use the Azure App registration provided by SmartApps.
Field	File Exists Action	Specifies the action to take if the file already exists.
Field	Use Custom File Name	Specifies whether the queue result settings supports custom file names. This setting allows the file name of the result of requested functions to be customized.
Field	File Name Code	Specifies how the file name of the result of requested functions is handled. You can have several queue result settings with different file name settings. The Queue Result Settings Code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
Field	Use Custom Path	Specifies whether the queue result settings supports custom paths. This setting allows the path of the result of requested functions to be customized.
Field	Path Code	Specifies the path to which the result of requested functions should be exported. You can have several queue result settings with different path settings. The Queue Result Settings Code can be specified on the following pages: Eagle Setup, Environments - Eagle, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies.
Field	Autogenerate Folders	Specifies whether the queue result settings supports autogenerated folders. This setting allows missing folders to be created automatically (according to the path settings) when the results of requested functions are exported.
Action	Show Files	Show the files in the SharePoint Online document library. Useful for testing.
Action	Grant Admin Consent	Login and grant administrator consent for Eagle to access Business Central data in this environment. A global administrator needs to log in and accept in order to use Eagle. If the global administrator does not have access to Business Central, you can use the Show Admin Consent URL action to copy the URL and distribute it to the right person.
Action	Show Admin Consent URL	View the URL that can be used to grant administrator consent for SharePoint Online. Copy the link and distribute it to the global administrator of the tenant of the SharePoint site.
Action	Clear Credentials Cache	Clear the credentials cache for this SharePoint site. This will force the user to log in again the next time the user tries to access the SharePoint site.
Action	Copy From	Copy another Queue Result Settings.

Regional Settings - Eagle

Type	Caption	Description
Field	Code	Specifies the code for the regional settings to be used for functions that are enqueued.
Field	Description	Specifies the description for the regional settings.
Field	Language	Specifies the display language to be used for functions that are enqueued. If left empty, the user's setting is applied.
Field	Region	Specifies the regional settings, such as date and numeric format, to be used for reports that are enqueued. If left empty, the user's setting is applied.
Action	Clear Language	Clear the language to use the currently logged on user's language.
Action	Clear Region	Clear the region to use the currently logged on user's region.

Related Table Couplings

Type	Caption	Description
Field	Line No.	Specifies the line number of the coupling.
Field	Table No.	Specifies the number of the table.
Field	Table Name	Specifies the name of the table.
Field	Field No.	Specifies the number of the field in the table to use to specify relationships between the tables.
Field	Field Caption	Specifies the caption of the field in the table to use to specify relationships between the tables.
Field	Field Name	Specifies the name of the field in the table to use to specify relationships between the tables.
Field	Related Table No.	Specifies the number of the related table.
Field	Related Table Name	Specifies the name of the related table.
Field	Related Field No.	Specifies the number of the field in the related table to use to specify relationships between the tables.
Field	Related Field Caption	Specifies the caption of the field in the related table to use to specify relationships between the tables.
Field	Related Field Name	Specifies the name of the field in the related table to use to specify relationships between the tables.

Select KPI

Type	Caption	Description
Field	Type	Specifies the type of KPI as configured on the Eagle KPIs Setup page.
Field	No.	Specifies the number of the KPI as configured on the Eagle KPIs Setup page.
Field	Name	Specifies the name of the KPI as specified on the Eagle KPIs Setup page.

Service Agencies

Type	Caption	Description
Field	Service Agency Key	Specifies the unique identifier for the company that uses Eagle as a service agency for this client company.
Field	Name	Specifies the company display name for the company that uses Eagle as a service agency for this client company.
Field	Id	Specifies the unique identifier translated into an integer for the company that uses Eagle as a service agency for this client company.
Field	Last Call	Specifies the date when the company that uses Eagle as a service agency for this client company made its most recent call.
Field	URL	Specifies the link to the company that uses Eagle as a service agency for this client company.
Action	User-defined KPIs	View User-defined KPIs. User-defined KPIs are set up in the Service Agency and the information displayed in the list is mainly used for troubleshooting.

System Filters

Type	Caption	Description
Field	Name	Specifies the name of the filter. This will be used in the filter expression.
Field	Description	Specifies a description of what the filter is. See a preview of the selected row's filter below the list.

Template Groups

Type	Caption	Description
Field	Type	Specifies the type of categorization of the template group.
Field	Name	Specifies the name of the categorization.

Template Input

Type	Caption	Description
Field	Type	Specifies the elements of this template that are necessary to specify.
Field	Description	Specifies the description of the elements of this template that are necessary to specify.
Field	Value	Specifies a pre-filled value of this template that should and sometimes needs to be changed in order to complete the guide.
Field	Max Length	Specifies the maximum length of the Value field if one is specified.
Field	Allow Blank Value	Specifies if the template allows blank values.
Field	Preview for Date Range/Date Formula	Specifies a preview of how the date is calculated for the selected date formula or range. The calculation is based on the current work date.
Field	Preview for Date Range with Date/Time	Specifies a preview of how the date is calculated for the selected date formula or range if the filter should be applied on a date/time field. The calculation is based on the current work date.

This Company

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up Cues	Set up the cues (status tiles) related to the role. You can set thresholds and determine the style of the cues.

User Environments

Type	Caption	Description
Field	Environment Code	Specifies the code of the environment.
Field	Name	Specifies the name of the environment.
Field	User Name	Specifies the user name of the user.
Field	User's Full Name	Specifies the full name of the user.
Field	Profile ID	Specifies the profile to use in the client companies in this environment when opened from Eagle. It is possible for the user to override this setting by specifying which profile to use on the Settings for My Companies page.

User Environments

Type	Caption	Description
Field	User Name	Specifies the user name of the user.
Field	User's Full Name	Specifies the full name of the user.

User-defined KPIs

Type	Caption	Description
Field	Type	Specifies the Type of the KPI.
Field	No.	Specifies the number of the KPI.
Field	Name	Specifies the field name of the KPI and is the name displayed on the My Companies page. The name is preferably an abbreviation of the description to minimize how much space the field will take up on the My Companies page. Maximum length of the field is 30 characters.
Field	Description	Specifies the description of the KPI. The description should explain what the KPI shows. Maximum length of the field is 100 characters.
Field	Enabled	Specifies if the KPI is enabled to be used. It is only possible to change the Description field when a KPI is enabled. To make other changes, you must first turn off the Enabled toggle to disable the KPI.
Field	Workflow Name	Specifies the name of the workflow that the KPI is linked to.

User-defined KPIs

Type	Caption	Description
Field	No.	Specifies the number of the KPI.
Field	Name	Specifies the field name of the KPI and is the name displayed on the My Companies page. The name is preferably an abbreviation of the description to minimize how much space the field will take up on the My Companies page. Maximum length of the field is 30 characters. This field is formatted red for KPIs with errors.
Field	Description	Specifies the description of the KPI. The description should explain what the KPI shows. Maximum length of the field is 100 characters. This field is formatted red for KPIs with errors.
Field	Error Text	Specifies a message that is displayed if a KPI has an error. The error needs to be resolved before the KPI can be used. This field is hidden if no KPI has errors.
Field	Table No.	Specifies the number of the table that is the data source for the KPI.
Field	Table Name	Specifies the name of the table that is the data source for the KPI.
Field	Calculate	Specifies how the KPI is calculated. It can either be the number of rows in the selected table (within the filter) or the sum, average, minimum or maximum of a specified field.
Field	Calculate Field No.	Specifies the number of the field to display a calculation for. Performance can be negatively affected by selecting a field that is of the type Calculated and it can then be extra important to supplement the KPI with a filter that limits the number of rows to be calculated.
Field	Calculate Field Name	Specifies the name of the field to display a calculation for. Select the assist edit button in the Calculate Field No. to change the selected field.
Field	Show Opposite Sign	Specifies whether calculated numbers should be displayed with the opposite sign. Negative numbers will be shown as positive. Positive numbers will be shown with a minus sign.
Field	Enabled	Specifies if the KPI is enabled to be used. It is only possible to change the Description field when a KPI is enabled. To make other changes, you must first turn off the Enabled toggle to disable the KPI.
Field	My Companies Visibility	Specifies whether the user-defined KPI should be visible as a column on the My Companies page for all users or hidden by default.
Field	Cue Visibility	Specifies whether the user-defined KPI should be visible as a cue on the role center for all users or hidden by default.
Field	Cue Link Opens In	Specifies what should happen when the data cue of the user-defined KPI is clicked on in the role center. When a user clicks on a data cue, either the data source in this company will be displayed, or all client companies within the filter will be opened in new tabs.
Action	Clear	Clear all fields that have been set for this KPI. Useful if all fields configured for this KPI should be reset.
Action	Clear Selected	Clear all fields that have been set for the selected KPIs.
Action	Use Template	Start a guide to configure the KPI using templates.
Action	Add to Role Center	View a list of all available role centers and choose in which you want to display this KPI. In order for the Eagle KPIs to become visible in the selected role centers, you need to select the Personalize action and then select Show, since the Eagle Activities is hidden by default.
Action	Add to Activities	View a list of all available role center activities and select in which you want to display this KPI. The KPI will be displayed in all role centers that contain the selected "Activities". Select the Personalize action and then select Hide to not show a selected "Activities" in a role center.
Action	Set Enabled	Set the selected KPIs as enabled to be used. Only the KPIs that are correctly set up will be enabled. Open the card for each KPI to see the error text related to KPIs that could not be enabled.
Action	Set Disabled	Set the selected KPIs as disabled for use.
Action	Up	Move the record one step up in the list and change the number of the KPI.
Action	Down	Move the record one step down in the list and change the number of the KPI.
Action	Export	Download the selected user-defined KPIs including all settings. Useful when migrating settings between companies/environments.
Action	Import	Upload a previously exported settings file to add user-defined KPIs. Ensure that the numbers of the user-defined KPIs to be imported are available. Useful when migrating settings between companies/environments.
Action	Generate AL Template Code	Show the AL code used for the selected user-defined KPIs. Useful when a user-defined KPI should be added as a template in an extension.

Users Role Center SubP

Type	Caption	Description
Field	User Name	Specifies the id of the user.
Field	User's Full Name	Specifies the full name of the user.
Field	Eagle Role Center	Specifies if the user should be assigned the Eagle Role Center.

Workflow Automations

Type	Caption	Description
Action	Start Workflow	Start a new instance of the selected workflow.
Action	Start Workflow	Start a new instance of the selected workflow.
Action	Instances	Open a list with all instances of the selected workflow.

Workflow Automation

Type	Caption	Description
Action	Instances	Open a list with all instances of the current workflow.
Action	Use Template	Start a guide to configure the workflow using templates. This action is only available for workflows that have not yet been configured.
Action	Functions & KPIs Guide	Open the Functions and KPIs Guide to add several functions and KPIs to this workflow.
Action	Start Workflow	Start a new instance of the selected workflow.
Action	Create Copy	Create a copy of the selected workflow.
Action	Export	Download the selected workflow including functions, KPIs and steps. Useful when migrating settings between companies/environments.
Sub page	Functions	Workflow Functions
Sub page	KPIs	User-defined KPIs
Sub page	Steps	Workflow Steps

Workflow Functions

Type	Caption	Description
Field	Type	Specifies the type of function to set up.
Field	No.	Specifies the Object ID of the function to set up.
Field	Description	Specifies the description. The caption of the object is set by default but can be manually changed to something more suitable.
Field	Output Type	Specifies the type of output that will be generated when enqueueing the function.
Field	Group Code	Specifies the group that the lines will be grouped under.
Field	Queue Result Settings Code	Specifies the code of the queue result settings that will be used when exporting the results to a file.
Field	Direct Export	Specifies whether the results of a function will be exported directly to a file (if the Direct Export Supported toggle is enabled on the Queue Result Settings). If the field is empty, the setting is inherited from the group to which the function belongs.
Field	Filters	Specifies if this record has any specified filters.
Field	Date Filters	Specifies if this record has any specified date filters.
Action	New from Template	Start a guide to create a new function using templates.
Action	Copy from	Select existing functions to copy from.
Action	Create Copy	Create a copy of the selected function.
Action	Delete Selected	Delete the selected functions.
Action	Up	Move the record one step up in the list to affect the sorting order.
Action	Down	Move the record one step down in the list to affect the sorting order.
Action	Export	Download the selected function setup lines including Filters and Date Filters. Useful when migrating settings between companies/environments.
Action	Import	Upload a previously exported settings file to add function setup lines. Useful when migrating settings between companies/environments.
Action	Generate AL Template Code	Show the AL code used for the selected functions. Useful when a function should be added as a template in an extension.

Workflow Instance Companies

Type	Caption	Description
Action	Open Company	Open the Role Center in the selected company on a new tab in your browser.

Workflow Instance Step Companies Sub Page

Type	Caption	Description
Action	Open Company	Open the Role Center in the selected company on a new tab in your browser.
Action	Exclude Selected	Exclude the selected companies from the workflow step.
Action	Condition Fulfilled	Mark the selected companies as fulfilling the conditions.
Action	Update KPIs (Not Fulfilled)	Update the KPIs from client companies, for each company that is not fulfilling the conditions.
Action	Update KPIs (Selected)	Update the KPIs from client companies, for the selected records.
Action	Update KPIs	Update the KPIs from all client companies in the current step.
Action	Open Page	Open the specified page for this function in a new tab for the respective company.
Action	Set Completed	Mark the selected companies as completed. Conditions must be fulfilled.
Action	Skip	Mark the selected companies as skipped.
Action	Show Error	Show the error message for the selected company.

Workflow Instance Step Companies

Type	Caption	Description
Action	Exclude Selected	Exclude the selected companies from the workflow step.
Action	Include Selected	Include the selected companies in the workflow step.
Action	Update KPIs	Update the KPIs from client companies, for the selected records.
Action	Show All	Show all companies in the workflow step.

Workflow Instance

Type	Caption	Description
Field	Link	Specifies the description of the workflow link. Select the link to open the URL.
Action	View Workflow	View the workflow.
Action	View Step	View the currently active step.
Action	Companies	View the companies in the workflow instance.
Action	Refresh	Refresh the page and updates all statuses.
Action	Get Status	Update all statuses. Useful if something has occurred that prevented the status from being updated. Primarily use the Update action to refresh the page.
Action	Process Step again	Process the currently active step one more time. If the step is set to process with manual filters, new queue entries are created and the current ones with errors will be marked as handled, otherwise existing queue entries will be requeued.
Action	Process Step again (Manual filter)	Process the currently active step one more time and enter filters manually. New queue entries are created and the current ones with errors will be marked as handled.
Action	Process Step	Process the currently active step.
Action	Process Step (Manual filter)	Process the currently active step and enter filters manually.
Action	Complete Step	Complete the currently active step. This is only possible for manual steps.
Action	Open Page again	Open the specified page for this function in new tabs for each company in the currently active step.
Action	Update KPIs	Update the KPIs from all client companies.
Action	Start Workflow	Start the first step in the workflow.
Action	Start Next Step	Start the next step.
Action	Cancel Workflow	Cancel the workflow.
Action	Open URL again	Open the URL of the selected manual step, if available.
Action	Result Queue Entries	View the queue entries for the workflow instance.
Action	Exported Queue Entries	View the exported queue entries for the workflow instance.
Action	Not Exported Queue Entries	View the not exported queue entries for the workflow instance.
Action	Queue Entries	View the queue entries for the workflow instance.
Sub page	Steps	Workflow Instance Steps
Sub page	Companies (Current Step)	Workflow Instance Step Companies Sub Page
Sub page	Current Step	Current Workflow Step
Sub page	Filter Preview (Current Step)	Filter Preview

Workflow Instance Steps

Type	Caption	Description
Action	Queue Entries	View the queue entries for the selected workflow instance step.
Action	Skip Step	Skip the selected step.
Action	Condition Fulfilled	Mark the selected step as fulfilling the conditions.
Action	Set Completed	Mark the step as completed. Conditions must be fulfilled.
Action	Show Error	Show the error message for the selected company.

Workflow Instances

Type	Caption	Description
Field	User Name	Specifies the user name of the user that started the workflow.

Workflow Links

Type	Caption	Description
Field	Link	Specifies the description of the workflow link. Select the link to open the URL.

Workflow Step

Type	Caption	Description
Field	Description	Specifies the description of the workflow step.
Sub page	KPIs	Workflow Step KPIs

Workflow Step KPIs

Type	Caption	Description
Field	Selection Filter	Specifies the filter that, for a Service Agency, selects which client companies the step should run on. For Single Company, it specifies the filter that must be met before running the step.
Field	Condition Filter	Specifies the filter that must be met before running the step.

Workflow Steps

Type	Caption	Description
Field	Description	Specifies the description of the workflow step.
Action	Card	Open the card to view or edit the selected step.
Action	Select and Insert	Add a new workflow step. Choose from the functions and function groups added to this workflow or from all manual steps regardless of workflow.
Action	Renumber Steps	Renumber the steps in the workflow from step 1 and up. This is useful when steps has been removed and left gaps in the step numbers.
Action	Up	Move the record up one step in the list.
Action	Down	Move the record down one step in the list.

Workflow Automations

Type	Caption	Description
Field	Name	Specifies the name of the Workflow Automation. It is possible to change it in the guide.
Field	Comment	Specifies a description about the Workflow Automation.
Field	Extension Name	Specifies the name of the extension on which the Workflow Automation is based. Only templates based on extensions installed in the service agency are displayed. Note that the extension must be installed in the client company in order to use the Workflow Automation with a client company.

Workflow Automations

Type	Caption	Description
Action	Instances	Open a list with all instances of the selected workflow.
Action	New from Template	Start a guide to create a new workflow using templates. The guide helps to create functions, KPIs and steps with default settings that can be changed in the workflow afterwards.
Action	Start Workflow	Start a new instance of the selected workflow.
Action	Up	Move the record one step up in the list to affect the sorting order.
Action	Down	Move the record one step down in the list to affect the sorting order.
Action	Export	Download the selected workflows including functions, KPIs and steps. Useful when migrating settings between companies/environments.
Action	Import	Upload a previously exported workflow file to add workflows. Useful when migrating settings between companies/environments.

Page Extensions

Acc. Payables Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Acc. Payables Coordinator RC

Type	Caption	Description
Sub page	Eagle	Eagle

Acc. Receivable Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Acc. Receivables Adm. RC

Type	Caption	Description
Sub page	Eagle	Eagle

Account Manager Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Accountant Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Accountant Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Accounting Manager Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Accounting Services Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Accounting Services RC

Type	Caption	Description
Sub page	Eagle	Eagle

Administrator Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Approvals Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Bookkeeper Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Bookkeeper Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Business Manager Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

CEO and President Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Email Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

IT Operations Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Intercompany Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Job Project Manager RC

Type	Caption	Description
Sub page	Eagle	Eagle

Job Queue Entry Card

Type	Caption	Description
Field	Type	Specifies origin type of the job queue.
Field	Description	Specifies the description of function to process.
Field	My Companies	Specifies the number of companies that will be included when this job queue processes the specified function. Select the My Companies Filter action or the link to control which companies are included.
Action	My Companies Filter	Specify a filter to control which companies to include. See the number of included companies in the My Companies field on the Eagle FastTab, where it is also possible to edit the filter. Please note that it is the user who set the job queue entry to Ready who will process (enqueue) the scheduled function, which means that the processing will only include the companies to which this user has access. It is not possible to edit the filter when the Status is Ready or In Process.
Action	Queue Entries	View all Queue Entries created from this job queue entry.

Job Resource Manager RC

Type	Caption	Description
Sub page	Eagle	Eagle

Machine Operator Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Machine Operator Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

O365 Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Order Processor Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Production Planner Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Production Planner Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Project Manager Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Purchase Agent Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Purchasing Agent Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

RapidStart Services Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

RapidStart Services RC

Type	Caption	Description
Sub page	Eagle	Eagle

Resource Manager Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

SO Processor Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Sales & Relationship Mgr. Act

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Sales & Relationship Mgr. RC

Type	Caption	Description
Sub page	Eagle	Eagle

Sales Manager Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Security Admin Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Serv Outbound Technician Act

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Service Dispatcher Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Service Dispatcher Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Service Technician Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Shop Supervisor Mfg Foundation

Type	Caption	Description
Sub page	Eagle	Eagle

Shop Super. basic Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Shop Supervisor Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Shop Supervisor Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Small Business Owner Act

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Small Business Owner RC

Type	Caption	Description
Sub page	Eagle	Eagle

Team Member Activities No Msgs

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Team Member Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Team Member Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

User Security Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

WMS Ship & Receive Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Warehouse Worker Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Whse Ship & Receive Activities

Type	Caption	Description
Action	Set Up Eagle KPIs	Create KPIs manually or using templates.
Action	Set Up My Eagle KPIs	Create KPIs manually or using templates.
Action	Select Eagle Cues	Choose which Eagle KPIs to display here.

Whse. Basic Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Whse. WMS Role Center

Type	Caption	Description
Sub page	Eagle	Eagle

Whse. Worker WMS Role Center

Type	Caption	Description
Sub page	Eagle	Eagle