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The report profile works like other PACE drill-down reports, except for the additional requirement to set the level at which the risk, contribution, and attribution statistics are calculated. The report uses the returns and weights at the level of the Performance Model you select in the Analysis option section to calculate risk, contribution, and attribution statistics. You can also specify whether you want the report to let you drill down below that level to view results.
When you get the report results back, you can drill down to stock level, query the database for things like the time series of prices or analytics for the security, export the results to Microsoft Excel, and so on
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PACE maintains information that is used to determine profile instances and report types. The Performance Calculation and Composite Weighted Return reports populate this information.
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The Performance Analysis report profile provides a template for creating multiple period risk and returns.
To create a Performance Analysis report profile:
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The options for the report profile are similar to those for other PACE drill-down reports, with the exception of several options specific to Eagle Performance.
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Option
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Description
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Entities
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The entities to include in the Performance Analysis report, selected from the Entity Selector. For more information, refer to the PACE Reporting Reference Guide.
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Effective Date period
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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
Link Period Override (Date Rule)
For information about the Link Period Override options, refer to "Overriding Link Periods in Underlying Fields." For information about using standard date rules in reports, refer to the PACE Reporting Reference Guide.|In the first page, Step 1 of 3, define the information described in the following table. See the previous figure.
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The Options button allows you to define the following types of information in the Advanced Options dialog box:
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Option
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Description
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Scheduling Options
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You can schedule report profiles to run at the same time every day or as part of an overnight cycle of scheduled reports. For information, refer to the PACE Reporting Reference Guide.
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Report Options
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Clicking the Options button displays the Report Options dialog box, where you can define standard reporting and distribution options described in the PACE Reporting Reference Guide. The following nonstandard options apply to Eagle Performance:
- Use this language for the Report. If you set up Eagle to support languages in addition to English, you can specify a different language to use for the report results. The default language is English.
- Include TOTAL row in results. Determines whether the report displays the Total row. By default, this check box is cleared, and the Total row does not appear. For more information, refer to "Displaying and Hiding the Total Row."
- Set Report Thresholds. Allows you to control the number of entities and time periods used when running the report. For more information, see "Setting Report Threshold for Entities and Time Period."|
In Step 3 of 3, define the options to name the report and so on. See the previous figure.
For more information about these standard options, refer to the PACE Reporting Reference Guide.
- Click Finish to save your changes for all pages of the dialog box.
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