Use the Workflow Status Report

Owned by Tom Fahey (Unlicensed)
Last updated: Aug 04, 2023 by Jacob Mathews (Deactivated)
1 min read

The Performance Workflow Status report displays the status of entities within the performance process. This includes:

  • Accounting. Accounting status reads from the HOLDING database and indicates if positions are available.

  • Benchmark. Benchmark status looks to see if data exists in the PERFORM database for an entity's primary benchmark.

  • Performance Calculated. Performance calculated status is determined by data in the PERFORM database.

  • Performance Finalized. Performance finalized status is determined based on whether the status of the performance data is final or preliminary.

  • Composite Calculated and Composite Finalized. Composite status applies to performance composites only. All constituent members of performance composites are identified for a specific entity and then it is determined if the constituents' data exists in the PERFORM database and whether it is finalized.

An example of the report is shown in the following figure.


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