Triangle Report
- Pamela Totas (Deactivated)
The Triangle report is designed to display one year of monthly returns and the return from any month to any month. Monthly returns for the year are returned and linked within the report to display each month to month return. The heading and first column are dynamically generated based on the effective date of the report.
This report can be run on any month end.
On this page
Advanced Report Profile
Egl Prf Performance Triangle
Options
None.
Data Used by Report
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 |
Returns % - Month to Date | PERF_TOTAL_SUMMARY | 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 PerformanceTriangle.dll.