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Comment: Reverted from v. 16

You can use the Performance Calculation report to calculate single-period returns for portfolios, GIPS composites, benchmarks, and retail funds. This procedure provides step-by-step instructions for calculating single-period returns for portfolios using the Performance Returns report profile.

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  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
  2. Enter Reporting in the Start Search text box and click the General Reporting (Performance Center) link.
    You see the Performance Center with the General Reporting workspace.
  3. Click the Reports tab.
    The Reports Explorer appears.
  4. In the report categories area, expand the Performance Calculations folder, select the Performance Returns folder, and click Compose.
  5. Under Pick a type of Report, select the Double click here to build your report link.
    You see the Creating a Performance Calculation Report - Step 1 of 4 dialog box. See the following figure.
    image2022-11-22_17-3-33.png
  6. Complete the options for Step 1 and click Next.
    Refer to Step 1 Options for more information.
    After clicking Next, you see the Step 2 of 4 dialog box. See the following figure.
    image2022-11-22_17-8-47.png
  7. Complete the options for Step 2 and click Next.
    Refer to Step 2 Options for more information.
    After clicking Next, the Step 3 of 4 dialog box appears. See the following figure.
    Creating the Performance Calculation Report - Step 3 of 4 Dialog Box
  8. Complete the options for Step 3 and click Next.
    Refer to Step 3 Options for more information.
    After clicking Next, the Step 4 of 4 dialog box appears. See the following figure.
    Creating the Performance Calculation Report - Step 4 of 4 Dialog Box
  9. Complete the options in Step 4 and click Finish.
    Refer to Step 4 Options for more information.

Step 1 Options
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step1options
step1options

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