...
To view performance returns in Eagle PACE:
In Accounting Center, in the left navigation pane, click Reports > System Queries > STAR to PACE Direct > Performance Returns Table Query.
You see the Performance Returns Table Query panel.Complete the options on the Performance Returns Table Query panel.
Under Result Options, in the Format area, click Grid or Advanced Report for the report view you want.
In the Location area, click Show results after submit. Or, you can click Send results to Scheduler for optimum performance when submitting ad hoc reports that involve a significant amount of data.
Click Submit.
The report appears on your desktop for the view selected.
Performance Returns Table Query Panel Options
The following table lists the fields and field descriptions for the Performance Returns Table Query panel.
Option | Description |
|---|---|
Optional Parameters | |
Source Name | Specifies the source. |
Entity ID | Specifies the entity identifier for a portfolio, sector portfolio, composite portfolio, or Master Fund. |
Entity Name | Specifies the entity by the name of the entity. |
Entity Type | Displays the entity type. |
Start Date | Specifies the start date for your query results. |
End Date | Specifies the end date for your query results. |
Issue Name | Specifies the issue name. |
Issue Symbol | Specifies the issue symbol. |
Primary Asset ID | Specifies the primary asset identifier. |
Perform Flag | Indicates whether you are generating the preliminary or final report. Options include Preliminary and Final. |
Perform Freq Code | Specifies the frequency for calculating performance. Options include:
|
Search Criteria | |
Event Type | Displays an event type value QRY_PERFORM_RETURNS. |