You can use the Performance Calculation report to calculate single-period returns for portfolios, GIPS composites, benchmarks, and retail funds. This procedure provides step-by-step instructions for calculating single-period returns for portfolios using the Performance Returns report profile.
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- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Reporting in the Start Search text box and click the General Reporting (Performance Center) link.
You see the Performance Center with the General Reporting workspace. - Click the Reports tab.
The Reports Explorer appears. - In the report categories area, expand the Performance Calculations folder, select the Performance Returns folder, and click Compose.
- Under Pick a type of Report, select the Double click here to build your report link.
You see the Creating a Performance Calculation Report - Step 1 of 4 dialog box. See the following figure.
- Complete the options for Step 1 and click Next.
Refer to Step 1 Options for more information.
After clicking Next, you see the Step 2 of 4 dialog box. See the following figure.
- Complete the options for Step 2 and click Next.
Refer to Step 2 Options for more information.
After clicking Next, the Step 3 of 4 dialog box appears. See the following figure.
- Complete the options for Step 3 and click Next.
Refer to Step 3 Options for more information.
After clicking Next, the Step 4 of 4 dialog box appears. See the following figure.
- Complete the options in Step 4 and click Finish.
Refer to Step 4 Options for more information.
Step 1 Options
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