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- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
You see the Commit Journal workspace displaying a list of available views in the right navigation. - Select a view and click Submit View on the ribbon. Or, double click the view.
You see the selected view in the workspace. - Select a single entity.
- Click the View/Download icon on the ribbon and then select Calculation Results for This Entity.
You see the underlying performance calculation results in a new workspace with tabs for details of Report, Diagnostics, Cash Activity, Price, Analytics, Position Cross Reference, Security Cross Reference, Performance, Ratings, and Details. - You can print, export to Excel, or email the results by clicking the appropriate icon on the ribbon.
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You must have permission to access Portfolio Data Center. |
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