...
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Reporting in the Start Search text box.
- Click the General Reporting (Performance Center) link to access the Performance Center.
You see the Performance Center with the General Reporting workspace. - Click the Reports tab.
The Reports Explorer appears. - In the report categories area, expand the Reports folder, select the Performance Analysis folder, and click Compose.
- In the Building a new Report Profile pane, the system highlights Performance Analysis.
- Under Pick a type of Report, select Double click here to build your report.
The Creating a Performance Analysis Report dialog box appears, with three pages of options.
The options for the report profile are similar to those for other PACE drill-down reports, with the exception of several options specific to Eagle Performance.
In the first page, Step 1 of 3, define the information described in the following table. See the previous figure.
Option
Description
Entities
The entities to include in the Performance Analysis report, selected from the Entity Selector. For more information, refer to the PACE Reporting Reference Guide.
Effective Date period
The date period to use for the report. Options include:
- Current Date
- Current Date - recent for all entities
- Previous Date
- Previous Date - recent for all entities
- Current Month
- Today
- Yesterday
- Previous Month
- As of
- From the Date Rule
- Link Period Override
Link Period Override (Date Rule)
For information about the Link Period Override options, refer to "Overriding Link Periods in Underlying Fields." For information about using standard date rules in reports, refer to the PACE Reporting Reference Guide.|In the first page, Step 1 of 3, define the information described in the following table. See the previous figure.
Report rule The report rule to use for the report. For more information, refer to "Performance Analysis Report Rule" and the PACE Reporting Reference Guide. Analysis option This link allows you to define a set of Calculation & Display level options and Dynamic Performance options. You cannot define these options until you specify a report rule for the report profile.
A description of these options follows in "Understanding the Analysis Options."Additional options The Options button allows you to define the following types of information in the Advanced Options dialog box:
- Data filter options in the Specify Filter tab. For general information, refer to the PACE Reporting Reference Guide. For information about using filters for dynamic performance, refer to "Classifications, Filters, and Range Rules."
- Currency conversion options in the Select a Currency tab. For more information, refer to "Converting Returns From One Base Currency to Another."
...
In Step 2 of 3, define the information described in the following table. See the previous figure.
...