Create a Performance Analysis Report Profile

The Performance Analysis report profile provides a template for creating multiple period risk and returns.

Create the Performance Report Profile

To create a Performance Analysis report profile:

From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Reporting in the Start Search text box.
Click the General Reporting (Performance Center) link to access the Performance Center.
You see the Performance Center with the General Reporting workspace.
Click the Reports tab.
The Reports Explorer appears.
In the report categories area, expand the Reports folder, select the Performance Analysis folder, and click Compose.
In the Building a new Report Profile pane, the system highlights Performance Analysis.
Under Pick a type of Report, select Double click here to build your report.
The Creating a Performance Analysis Report dialog box appears, with three pages of options.
Click Options and complete the options described in Create a Performance Analysis Report Profile | Creating a Performance Analysis Report Step 1 of 3 Options.
Click Ok.
In the Step 2 dialog box, complete the options described in Create a Performance Analysis Report Profile | Creating a Performance Analysis Report Step 2 of 3 Options.
Click OK.
You see the Step 3 dialog box.
Define the Step 3 options to name the report and so on.
For more information about these standard options, refer to the PACE Reporting Reference Guide.
Click Finish to save your changes for all pages of the dialog box.
After you define the report profile, you can run the report and view the report result.

Creating a Performance Analysis Report Step 1 of 3 Options

The following are the options in the Creating a Performance Analysis Report Step 1 of 3 dialog box. Note, options may vary according to your selections.

Option	Description

Option	Description
Entities	The entities to include in the Performance Analysis report, selected from the Entity Selector. For more information, refer to the PACE Reporting Reference Guide.
Effective Date period	The date period to use for the report. Options include: Current Date Current Date - recent for all entities Previous Date Previous Date - recent for all entities Current Month Today Yesterday Previous Month As of From the Date Rule Link Period Override Link Period Override (Date Rule) For information about the Link Period Override options, refer to "Overriding Link Periods in Underlying Fields." For information about using standard date rules in reports, refer to the PACE Reporting Reference Guide.\| In the first page, Step 1 of 3, define the information described in the following table. See the previous figure.
Report rule	The report rule to use for the report. For more information, refer to "Performance Analysis Report Rule" and the PACE Reporting Reference Guide.
Analysis option	This link allows you to define a set of Calculation & Display level options and Dynamic Performance options. You cannot define these options until you specify a report rule for the report profile. A description of these options follows in "Understanding the Analysis Options."
Additional options	The Options button allows you to define the following types of information in the Advanced Options dialog box: Data filter options in the Specify Filter tab. For general information, refer to the PACE Reporting Reference Guide. For information about using filters for dynamic performance, refer to "Classifications, Filters, and Range Rules." Currency conversion options in the Select a Currency tab. For more information, refer to "Converting Returns From One Base Currency to Another." The options for the report profile are similar to those for other PACE drill-down reports, with the exception of several options specific to Eagle Performance.

Creating a Performance Analysis Report Step 2 of 3 Options

The following are the options in the Creating a Performance Analysis Report Step 2 of 3 dialog box. Note, options may vary according to your selections.

Option	Description

Option

Description

Scheduling Options

You can schedule report profiles to run at the same time every day or as part of an overnight cycle of scheduled reports. For information, refer to the Reporting Reference Guide.

Report Options

Clicking the Options button displays the Report Options dialog box, where you can define standard reporting and distribution options described in the PACE Reporting Reference Guide. The following nonstandard options apply to Eagle Performance:

Use this language for the Report. If you set up Eagle to support languages in addition to English, you can specify a different language to use for the report results. The default language is English.
Include TOTAL row in results. Determines whether the report displays the Total row. By default, this check box is cleared, and the Total row does not appear. For more information, refer to "Displaying and Hiding the Total Row."
Set Report Thresholds. Allows you to control the number of entities and time periods used when running the report. For more information, see "Setting Report Threshold for Entities and Time Period."