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- Selected. Links benchmark history across benchmark changes for the specified benchmark definition. Retrieves benchmark data from different benchmarks.
If you select this option for the benchmark assignment, and select the Use Entity History option in the report profile, the report reads benchmark data historically for the report run date.
- Cleared. Does not link benchmark history across benchmark changes for the specified benchmark definition. Retrieves the benchmark assignment as of the report date and uses it to provide benchmark data for the entire reporting period. You must define a Custom Benchmark per portfolio if the benchmark changes and you need to link benchmark data.
You can configure the default value for this checkbox when you create an entity. Details appear later in this section.
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The Performance Analysis report also uses Process Across Changes option to link benchmark assignments, and can link benchmark assignments for composites in a similar manner. For more information, see the Benchmark Management User Guide. |
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