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Note that if any of the standard performance reports above either include data you do not wish to support or is missing information you need, the reports can be copied and modified to meet your exact needs.

3. To review performance you can either:

  • View the output of the reports noted in step 2 by navigating to the report studio results tab, or

  • Commit Journal. Use the Commit Journal to review calculated returns. The Toolkit reports commit returns as preliminary. You can either use these returns as is, or choose to enhance your workflow by instituting a process whereby returns must be finalized prior to use in downstream reports. Note that all system components can be used with preliminary returns. Finalized performance is an optional workflow that must be configured separately based on specific business requirements.

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