The View/Download Calculation Results feature allows you see the Performance Returns report results for auditing and maintenance of report profile entities. You can drill down into the underlying data and run diagnostic queries. With the appropriate privileges you can then edit the data, export the results to Excel, or view the selected entity's details in the Portfolio Data Center.

The following are the options for View/Download:

• Calculation Results. Opens the underlying performance calculation report results for auditing and maintenance of all entities associated with that report.
• Calculation Results For This Entity. Opens the underlying performance calculation data for auditing and maintenance for only that entity in the row.

To view/download results for all entities in a view:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.
2. Select a view and click Submit View on the ribbon. Or, double click the view.
   You see the selected view in the workspace.
3. Click the View/Download icon on the ribbon and then select Calculation Results.
   You see the underlying performance calculation results in a new workspace with tabs for details of Report, Diagnostics, Cash Activity, Price, Analytics, Position Cross Reference, Security Cross Reference, Performance, Ratings, and Details.
4. You can print, export to Excel, or email the results by clicking the appropriate icon on the ribbon.

To view/download results for a single entity:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.
2. Select a view and click Submit View on the ribbon. Or, double click the view.
   You see the selected view in the workspace.
3. Select a single entity.
4. Click the View/Download icon on the ribbon and then select Calculation Results for This Entity.
   You see the underlying performance calculation results in a new workspace with tabs for details of Report, Diagnostics, Cash Activity, Price, Analytics, Position Cross Reference, Security Cross Reference, Performance, Ratings, and Details.
5. You can print, export to Excel, or email the results by clicking the appropriate icon on the ribbon.

To view entity details from Portfolio Data Center:

1. Follow the procedure to view/download results.
2. Select a specific entity.
3. Click the Results tab and then Show Entity Information.
   The Portfolio Data Center launches and you see the details for the entity.

View Application Server Log

You can view the Application Server log of operations recorded for your current session.

To view the application server log:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.
2. Select a view and click Submit View on the ribbon. Or, double click the view.
   You see the selected view in the workspace.
3. Click the Appserver Log icon on the ribbon.
   You see the PACE Application Server Log dialog box displaying application server details and file contents.
4. Click View Complete File to see the entire contents of the file.
   You see the file open in a Notepad window which allows you to save or print the file.

Edit Performance Returns

You can edit or scrub underlying data if you have the appropriate privileges to perform data maintenance.

To edit underlying data:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.
2. Select a view and click Submit View on the ribbon. Or, double click the view.
   You see the selected view in the workspace.
3. Click View/Download on the ribbon and then select Calculation Results or Calculation Results for This Entity.
   You see the underlying performance calculation results.
4. Select a cell you wish to change and right click to view the editing options.
   Options include:
   –  Add Security Position
   –  Edit Security Position
   –  Edit Performance Returns
   –  Performance Returns Maintenance Journal
   –  Go to Cash Activity Maintenance
5. To add a security position select Add Security Position.
   You see the Add Security Position dialog box.
6. Enter security and other data in the appropriate fields as needed.
7. To edit a security position select Edit Security Position.
   You see the Edit Security Position dialog box.
8. Select a security and make changes to the appropriate fields as needed.
9. To make changes to an existing value select Edit Performance Returns.
   You see the Edit dialog box showing the Existing Value and a blank field for New Value.
10. Enter a New Value.
11. Click Save.
    You see the changes in the cell, which is now highlighted to show that it has been changed.

Client Side Commit

The Client Side Commit process allows you to manually commit changed performance calculation results to the database.

To manually commit results:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.
2. Select a view and click Submit View on the ribbon. Or, double click the view.
   You see the selected view in the workspace.
3. Click View/Download on the ribbon and then select Calculation Results or Calculation Results for This Entity.
   You see the underlying performance calculation results.
4. Edit underlying data as needed. See "Edit Performance Returns."
5. Click Client Side Commit on the ribbon. Or, right click and select Client Side Commit.
   You see the Commit Options dialog box.
6. Select one or more Entities by using the Entity Selector.
7. Select whether you wish to calculate to-date returns, Yes or No.
8. If you selected Yes, specify the returns you wish to commit.
   Options include:
   –  Year End
   –  Quarter End\
   –  Month End
   –  Use the Business Calendar
9. Select Additional Options as necessary.
10. Select the Commit Source.
11. Click Publish.
12. You see a message confirming the action.

Resubmit Performance Calculation

After you make changes or additions to Performance returns, you must resubmit the Performance Calculation report in order for the scrubbed records to be picked up.

To resubmit a performance calculation:

1. After editing a return, select the row you want to resubmit.
2. Select Resubmit Performance Calculation on the ribbon and then select it again from the menu. 
   You see a message confirming that the report was submitted successfully.

Resubmit Calculation with Override

The Submit Calculation with Override option allows you to resubmit performance calculation data with different parameters without first needing to download return results. You can enter values that temporarily override the options associated with the report profile and its assigned report rule. You can select dates and entities, report rule, field rule, benchmarks, and commit options.

To resubmit with override:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.
2. Select a view and click the Submit View icon on the ribbon.
   You see the selected view in the workspace.
3. Click the Resubmit Calculation with Override icon on the ribbon.
   You see the Submit with Override dialog box with options to select dates and entities.
4. Select an Effective Date option and enter a date or date range as appropriate.
5. If you wish to override the server log level, select a number from 1 to 6.
6. Specify an Entity by using the Entity Selector and then select Additional Options.
   Options include:
   –  Use Entity History (default)
   –  Auto Add Benchmarks
7. Click the Generate Eagle Eye output check box to run EagleEye Analysis.
8. Click the Select Commit Options tab and check whether you wish to commit the returns on the server side, Yes or No and then select how you wish the returns to be committed.
   Options include:
   –  Preliminary
   –  Final
   –  Only if With-in Tolerance
9. Select the Only When Materially Different check box to commit returns only when a value has changed.
10. Select an Alternate Commit Source from the drop-down list.
11. Select a Security Commit Option.
    Options include:
    –  None
    –  Rollup Relations with Security Level (default)
    –  Rollup Relations only
12. Select a Commit Source from the drop-down list and then click OK.
    You see a message confirming that the report was submitted successfully.