To define a report rule:
- 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 Components tab.
- Expand the Report Rules folder, select Performance Analysis, and click Compose.
- Click Double click here to build your report.
You see the Report Rule window.
Report Rule Window
See Performance Calculation for a description of each option on the Report Rule window.
- Enter a name for the report by clicking Type Report Rule Name here.
- Click the New Field drop down list, expand the Custom folder, and click Global Attribution Group.
You see the Field Selector dialog box with a list of group fields.
Field Selector Dialog Box - Global Attribution Group
- Check the box of the group field and click Done.
You see the fields you selected for the Global Attribution Group displayed in the report rule.
Report Rule Window
- Click Choose an existing Source Rule to specify a source rule.
This option allows you to select an existing source rule for use in a new report. If you are using an existing source rule, you must add your fields first, and then choose the source rule.
- Click New Group to define the grouping rule.
This option defines the grouping rule, which determines the segments on which to calculate returns.
- Click Save.
You have created a performance analysis report rule.
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