To build the report profile:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- 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. - From the General Reporting workspace, click the Reports tab.
You see the Reports Explorer. - Expand the Reports folder, select the Performance Analysis folder, and click Compose.
- Under Pick a type of Report, click Double click here to build your report.
You see the Creating a Performance Analysis Report - Step 1 of 3 dialog box.
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- Complete the fields for Step 1 of the report profile and click Next.
The options for the report profile are similar to PACE reporting options. See the PACE Reporting Reference Guide for details. The following table describes options that are specific to performance attribution.
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Option
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Description
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Which entities are you interested in?
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Specifies the entities you want to include in the report.
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Specify the date period you want to run.
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Specifies 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. Allows you to perform Any Date to Any Date attribution for fixed date linking periods.
- Link Period Override (Date Rule). Allows you to override linking periods entered using a date rule.
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Specify the Report Rule and the related options you would like to use for your report.
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Specifies the report rule to use for the report. See Performance Analysis and Reporting for details.
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Analysis option
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- .
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Specify additional options by clicking on the button below.
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Defines the following types of information in the Advanced Options dialog box:
- Data filter options in the Specify Filter tab
- Currency conversion options in the Select a Currency tab
See the PACE Reporting Reference Guide for details.
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- For more information, see Performance Analysis Report Step 1 Global Attribution Group Options.
For additional information about the Link Period Override options, see Performance Analysis and Reporting.
For information on standard date rules in reports, see the PACE Reporting Reference Guide.
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- Click Next.
You see the Creating a Performance Analysis Report - Step 2 of 3 dialog box.
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- Complete the fields for Step 2 of the report profile and click Next.
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Option
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Description
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Would you like to schedule this Report?
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Determines whether to schedule the report. Options include:
- Yes. Schedules the report daily, weekly, monthly, or by the specified minutes. You also have the option of using the business calendar with the source, scheduling the time, and indicating whether the schedule should depend on other events.
- No. Does not schedule the report.
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Specify your Report options by clicking on the button below.
Displays the Report Options dialog box, where you can identify the number of result levels, customize the report location on the server, place the report in a personal or public folder, publish the report for various groups and users, return or generate the result when submitted, send the result as an email or via Portal, and save the result as a file.
These standard reporting and distribution options are described in the PACE Reporting Reference Guide.
The following nonstandard options apply to Eagle Performance:
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- For more information about the options that are specific to performance attribution, see Performance Analysis Report Step 2 Options.
You see the Creating a Performance Analysis Report - Step 3 of 3 dialog box.
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- Complete the fields for Step 3 of the report profile and click Finish.
The
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Option
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Description
- options are:
What name do you want for your report?
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- Specifies a name for the report.
Type in any comments or remarks you wish.
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- Allows you to add comments.
Would you like to create Advanced Report components with the current profile?
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- Determines whether to create an Advanced Report.
Do you want to submit the Report now?
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- Determines whether to submit the report.
- Click Finish.
You have created a report profile. To access the report, go to the Reports tab. Expand the Reports folder and select the report from the Performance Analysis folder.
The following figure shows an example of the Fixed Income Attribution Analysis Report for a single time period.
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