Group Performance Report

The Group Performance report highlights the month to date return of the account. Both a tabular and bar chart representation of the data is displayed. The bar chart only charts the top level of the model.

This report can be run on any business day or month end.

Advanced Report Profiles

Advanced Report Profiles include:

Egl Prf Performance By Currency
Egl Prf Performance By Asset Class
Egl Prf Performance By Region Country
Egl Prf Performance By GICS
Egl Prf Performance By Aggregate Bond

Options

Available options appear in the following table.

Option	Description
Eagle Report Title	Controls the title of the report
Eagle Table Name	Controls the name of Data Mart group table to query
Eagle Number of Grouping Levels	Controls the number of levels to display
Eagle Column Prefix	Controls the prefix of each database column
Eagle Report Period Label	Control the period label displayed on the report

Data Used by Report

The total level performance returns are always retrieved from the PERF_TOTAL_SUMMARY table, so the standard time periods this report supports are those stored in that table which are MTD, QTD, YTD. This is one of two group performance reports with this limitation, as the other reports derive the total by summing up the level below total.

The following table shows data used by the report.

Report Element	Data Mart Table	Data Mart Column	Underlying Field Attribute
Fund Name	FUND_SUMMARY	ENTITY_NAME	eglEnt-Entityname
Fund Base Currency	FUND_SUMMARY	BASE_CURRENCY	eglEnt-EntityBaseCurrency
Benchmark	FUND_SUMMARY	BM1_NAME	eglPan-Bm1Name
Inception Date	FUND_SUMMARY	INCEPTION_DATE	eglEnt-InceptionDate
Month to Date – Return %	PERF_CURRENCY_MTD or PERF_ASSETCLASS_MTD or PERF_REGION_MTD or PERF_GICS_MTD or PERF_AGGBOND_MTD	MTD_RETURN	eglPlk-D-MtdGrossReturn
Total Month to Date – Return %	PERF_TOTAL_SUMMARY	MTD_RETURN	eglPlk-D-MtdGrossReturn

Report DLL

The report DLL is named GroupPerformanceReport.dll.