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- Allow performance analysts with a minimal knowledge of Eagle’s performance data to easily submit queries set up by an administrator and modify the data set to derive additional data.
- Display results quickly and with a minimum number of clicks and windows to navigate.
- Create a rolling series and perform time series analysis on economic and market indices. For example, in a case where you do not store a quarterly series in Eagle Performance, you can use the Query Tool to produce a series of monthly returns and dynamically derive a quarterly return series.
- Use information provided by the Performance Query Tool as the basis for Advanced Reports, and also make that information available in Eagle’s Portal views.
- Analyze performance data associated with portfolios, retail funds, and GIPS composites.
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Configure the Performance Query Tool
An administrator or report developer can use the Query Tool wizard to create performance query report profiles and define default report parameters for each report profile. You can set up, secure, and administer multiple queries applicable to different business units, and can grant individuals or business groups customized access to queries according to their requirements.
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In many cases, the Performance Analysis fields that point to underlying PERFORM database fields that you use in queries are already available for use in existing Performance Analysis reports. Otherwise, you can create those field attributes for use in performance queries.
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Submit Queries and
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Work with Query Results
After query report profiles are available, performance analysts can select query report profiles, choose the report parameter values, and submit queries for processing. Eagle Performance displays a spreadsheet with the query results.
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You can distribute Performance Query Tool results by sending reports directly to a printer or saving reports as a .CSV file that opens in Excel. You can also use the information provided by the Performance Query Tool as the basis for presentation quality Advanced Reports, and can make that information available in Eagle’s Portal views.
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Use the Performance Toolkit
The Performance Toolkit is a collection of prebuilt components and a documented workflow for use in new installations of Eagle Performance. It is available on your Eagle Applications Installation DVD on the navigation path for 2015 under the following directory:
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For more information, see the Performance Toolkit 2.0 Implementation Guide.