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Field rules make it easier for you to add fields to the report. For example, when you create a custom field, such as the Base Total Return, it is available for use in all other field rules of the same type. See "Adding Add Custom Fields to a Report Rule" for for details. If you add a new field, additional configuration is required for commit mapping. See "Configuring Configure New Fields for Commit Mapping " for details.
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The grouping rule determines the segments (rollup nodes) on which to calculate returns. For example, industry sector and industry subsector. In any type of performance report, the grouping rule can also be defined as the performance model. See "Working Work with Performance Models (Dictionaries)" for for details.