Build the Report Profile for Single Currency Analysis

This section describes how to set up a report profile for Brinson-Fachler style single currency analysis when you specify the Geometric Attribution Method.

To build the report profile:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

2. 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.

3. From the General Reporting workspace, click the Reports tab.
   You see the Reports Explorer.

4. Expand the Reports folder, select the Performance Analysis folder, and click Compose.

5. Under Pick a type of Report, click Double click here to build your report.
   You see the Creating a Performance Analysis Report - Step 1 of 3 dialog box.

   Open

   

6. Complete the fields for Step 1 of the report profile and click Next.
   Notice that in this example, you select an as of date rule, choose the Report Rule created in the previous section, and set the Analysis Options to calculate attribution down to the Country of Exposure level.
   For further information, see Performance Analysis Report Profile Step 1 Single Currency Analysis options.

7. Click Next.
   You see the Creating a Performance Analysis Report - Step 2 of 3 dialog box.

8. Complete the fields for Step 2 of the report profile. For more information about the options that are specific to performance attribution, see Performance Analysis Report Step 2 Options.

9. Click Next.
   You see the Creating a Performance Analysis Report - Step 3 of 3 dialog box.

10. Complete the fields for Step 3 of the report profile.
    The options are:
    What name do you want for your report? Specifies a name for the report.
    Type in any comments or remarks you wish. Allows you to add comments.
    Would you like to create Advanced Report components with the current profile? Determines whether to create an Advanced Report.
    Do you want to submit the Report now? Determines whether to submit the report.

11. Click Finish.
    You have created a report profile. To access the report, go to the Reports tab. Expand the Reports folder and select the report from the Performance Analysis folder.
    The following figure shows a sample single currency Brinson-Fachler Attribution Analysis report that uses the Geometric Attribution Method.

    Open

    

    In the sample report, inputs appear on the left and output appears on the right. The report shows the Selection, Allocation, and Total Attributed effects.