Build the Report Profile for Fixed Income

Owned by Tom Fahey (Unlicensed)
Last updated: Oct 07, 2019
2 min read

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.
  6. Complete the fields for Step 1 of the report profile and click Next.
    For more information, see Performance Analysis Report Step 1 Global Attribution Group Options.
    For additional information about the Link Period Override options, see Performance Analysis and Reporting.
    For information on standard date rules in reports, see the PACE Reporting Reference Guide.
  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 and click Next.
    For more information about the options that are specific to performance attribution, see Performance Analysis Report Step 2 Options.
    You see the Creating a Performance Analysis Report - Step 3 of 3 dialog box.
  9. 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.
  10. 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 an example of the Fixed Income Attribution Analysis Report for a single time period.