The Use Benchmark History check box determines whether Performance Analysis fields in the query that report on benchmarks reflect changes in the entity’s benchmark assignments over time. This option is cleared by default, but you can select it. If the check box is:
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Additional setup for entities is needed when you use this approach. If the Process Across Changes check box is selected for that benchmark assignment, then benchmark changes throughout the report’s date range are used for the applicable period in which it was assigned. If the Process Across Changes check box is not selected, then the system uses only the benchmark assignment from the report’s end date for the entire date range. For more information, see “Benchmark Assignment History Support.”
- (Default) The query uses the current benchmark assigned to the entity and applies only that benchmark’s data to the entire date range of the report regardless of benchmark assignment changes.
After you select all of the default report parameters, the dialog box shown in the following figure appearsOnce a query report profile is created, the administrator or anyone who has been given access can submit the query report profile. You see the query reports to which you have access in the navigation tree under Query Report Profiles. Click the query report to display the report parameters for which you have access.
The following image shows a sample query called Demo 1 where the analyst can override the date range used to select returns from the database by clicking the ellipsis and using the date selection dialog. Or, you can use the defaults and click Submit to execute the query and get back a spreadsheet with the results.