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After you use the Performance Calculation report to calculate and commit daily and monthly returns, an underlying daily return can change. You can set up the Process Manager to automatically update the monthly records to reflect ongoing changes to the underlying daily records.

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You can use the following field types in a Performance Calculation report to calculate monthly from daily performance data when you run the report:

• Performance Analysis
• Performance Link Analysis
• Performance Risk Analysis

The report always retrieves entity fields, even if you do not process performance data at the security level. You can use security fields only if the report processes performance data at the security level.
The rest of this section provides several useful performance values that you can include in a Performance Calculation report rule used for month to date performance calculation and reporting. For detailed information about setting up Performance Analysis, Performance Link Analysis, and Performance Risk Analysis fields, see the Performance Analysis and Reporting User Guide.

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When you use the Performance Calculation report to create monthly performance data from daily performance data, the system reads the daily performance data, links it, and commits the monthly data to the database. It uses a Performance type source rule to retrieve the data. This is a source rule that specifies use of only a source for Performance data, so the report runs in "Performance Only" mode.
To calculate monthly performance data from daily data:

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To do so, you can copy the report profile you use to calculate daily returns, and then edit the copy. For example, create a Daily report profile to calculate daily returns and Monthly report profile to calculate monthly returns. See the following figure.

1. In the Step 1 dialog box for the monthly report profile:

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