Reporting Toolkit: Presentation Reports

The Reporting Toolkit includes a range of presentation reports that read data stored in the Data Mart, can be branded with your company’s logo and color scheme, and can be combined together to create report packages.

Many of the same reports are available with different groupings and are referred to by a common name, but each has a different Advanced Report profile.

The following table summarizes the presentation reports included in the Reporting Toolkit.

Category	Sub Category	Name	Advanced Report Profile	Description

Category	Sub Category	Name	Advanced Report Profile	Description
Allocation	Asset Allocation	Biggest Bets	Egl Prf Allocation Biggest Bets	Top security performance weights for selected day
Allocation	Asset Allocation	Group Allocation Change	Egl Prf Allocation Change By Currency	Change in performance weight between selected day and prior month end for the Currency model
Allocation	Asset Allocation	Group Allocation Change	Egl Prf Allocation Change By Asset Class	Change in performance weight between selected day and prior month end for the Asset Class model
Allocation	Asset Allocation	Group Allocation Change	Egl Prf Allocation Change By Region Country	Change in performance weight between selected day and prior month end for the Region Country model
Allocation	Asset Allocation	Group Allocation Change	Egl Prf Allocation Change By GICS	Change in performance weight between selected day and prior month end for the GICS model
Allocation	Asset Allocation	Group Allocation Change	Egl Prf Allocation Change By Aggregate Bond	Change in performance weight between selected day and prior month end for the Aggregate Bond model
Allocation	Asset Allocation	Group Allocation Change	Egl Prf Allocation Change By Long Short	Change in performance weight between selected day and prior month end for the Long Short model
Allocation	Relative Asset Allocation	Top Under & Over Weights	Egl Prf Allocation Top UnderOver Weights	Top benchmark relative security performance weights for selected day
Allocation	Relative Asset Allocation	Group Relative Allocation	Egl Prf Allocation Relative By Currency	Benchmark relative performance weight for selected day using the Currency model
Allocation	Relative Asset Allocation	Group Relative Allocation	Egl Prf Allocation Relative By Asset Class	Benchmark relative performance weight for selected day using the Asset Class model
Allocation	Relative Asset Allocation	Group Relative Allocation	Egl Prf Allocation Relative By Region Country	Benchmark relative performance weight for selected day using the Region Country model
Allocation	Relative Asset Allocation	Group Relative Allocation	Egl Prf Allocation Relative By GICS	Benchmark relative performance weight for selected day using the GICS model
Allocation	Relative Asset Allocation	Group Relative Allocation	Egl Prf Allocation Relative By Aggregate Bond	Benchmark relative performance weight for selected day using the Aggregate model
Performance	Performance	Performance Summary	Egl Prf Performance Summary	Total level to date and rolling returns for the portfolio as of selected date
Performance	Performance	To Date Performance Summary	Egl Prf Performance Summary To Date	Total level to date returns for the portfolio as of selected date
Performance	Performance	Group Performance	Egl Prf Performance By Currency	Month to Date returns for selected day using the Currency model
Performance	Performance	Group Performance	Egl Prf Performance By Asset Class	Month to Date returns for selected day using the Asset Class model
Performance	Performance	Group Performance	Egl Prf Performance By Region Country	Month to Date returns for selected day using the Region Country model
Performance	Performance	Group Performance	Egl Prf Performance By GICS	Month to Date returns for selected day using the GICS model
Performance	Performance	Group Performance	Egl Prf Performance By Aggregate Bond	Month to Date returns for selected day using the Aggregate Bond model
Performance	Performance	Triangle	Egl Prf Performance Triangle	12 month return triangle as of selected month end
Performance	Relative Performance	Relative Performance Summary	Egl Prf Performance Relative Summary	Total level to date and rolling returns for the portfolio and benchmark as of selected date
Performance	Relative Performance	To Date Relative Performance Summary	Egl Prf Performance Relative Summary To Date	Total level to date returns for the portfolio and benchmark as of selected date
Performance	Relative Performance	Group Relative Performance	Egl Prf Performance Relative By Currency	Benchmark Relative Month to Date returns for selected day using the Currency model
Performance	Relative Performance	Group Relative Performance	Egl Prf Performance Relative By Asset Class	Benchmark Relative Month to Date returns for selected day using the Asset Class model
Performance	Relative Performance	Group Relative Performance	Egl Prf Performance Relative By Region Country	Benchmark Relative Month to Date returns for selected day using the Region Country model
Performance	Relative Performance	Group Relative Performance	Egl Prf Performance Relative By GICS	Benchmark Relative Month to Date returns for selected day using the GICS model
Performance	Relative Performance	Group Relative Performance	Egl Prf Performance Relative By Aggregate Bond	Benchmark Relative Month to Date returns for selected day using the Aggregate Bond model
Performance	Relative Performance	Growth of 10k	Egl Prf Performance Relative Growth of 10k	Since inception growth of 10k for the portfolio and benchmark as of selected day
Performance	Entity Hierarchy	Plan Performance Summary	Egl Prf Performance Plan Summary	Total level to date and rolling returns for the plan, composites, portfolios, and benchmarks as of selected date
Performance	Factsheets	Performance Factsheet	Egl Prf Performance Factsheet	Five key performance indicators as of selected day