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The Performance workflow consists of these basic steps, which may vary according to your unique processing requirements:

  1. Load accounting data and indices to the appropriate database in Eagle's data warehouse using Eagle Generic Interfaces.
  2. Configure the Performance Calculation report to calculate and commit single-period returns.
  3. Configure the Performance Analysis report to calculate multi-period returns.
  4. Publish the performance reports.

Click the links above for a high level overview of each step in the performance workflow.