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Option

Description

Most Recent

Displays the most recently accessed or created rules and filters. The number of reports displayed here is determined in Configure.

Report Rules

Defines the structure of a report. Report rules bring together field rules, grouping rules and source rules. See Report Rules for more information.

Source Rules

Determines where a report gets its data. See Source Rules for more information.

Field Rules

Determines what data is displayed in the report. See Field Rules for more information.

Grouping Rules

Determines how data is organized in a report, and how subtotals are presented in a report.

Fields

Lists the available field attributes. Each field attribute points to a specific column in the database. You must create a field attribute for each column you want to include in a report.

Date Rules

Generates date parameters for a report. See Date Rules for more information.

Performance Calculation Rules

Defines the structure of the performance returns report, and brings together field rules, grouping rules and source rules. There are two types of performance calculations rules: Composite Weighted Returns, and Performance Returns. See the Eagle Performance Calculation and Reporting Guide for more information on performance calculation rules.

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Select System Configuration from the Configure menu on the Reporting Toolbar to display the System Configuration dialog box. Use the settings on this dialog box to change the way the Reporting window appears and functions. The System Configuration dialog box has three tabs: General, Reports, and Results. For information on the Reports and Results tab , refer to “Chapter 12: Report Results”Results.

General Tab

Use the settings on the General tab to determine how the Reporting module appears.

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