The settings dialog is used to create a set of reusable parameters when creating Reports. These saved settings are used in the Reports workflow. The dialog consists of three tabs (Views, Security Classifications, and Dates & Calculations).
The Views tab allows user to select which view(s) to include in the Report. The Options column allows users to select parameters that are used for calculations or display of additional data points. The View Display column allows users define the columns of in the view. Users can choose between displaying the Portfolio, Benchmark, and/or +/- (relative Portfolio � Benchmark). The Equity Display column allows user to choose multiple identifiers when they drill down to the underlying holding data.
Highlights View
Summary level information from your performance attribution report.
Attribution View
The attribution view compares a portfolio�s performance to that of a benchmark and decomposes the active (excess) return into pieces to explain the impact of various portfolio management decisions.
Contribution View
The contribution view allows users to perform analysis on the absolute performance of the portfolio, benchmark, and/or the relative performance.
Highest/Lowest View
The highest/lowest view displays the highest and lowest data point values for the equity portion of the portfolio holdings.
Intra-Day Performance View
The intra-day performance view displays most recent portfolio holdings constituents and refreshes their price and performance data throughout the day.
Portfolio Statistics
The portfolio statistics view displays fundamental data such as market cap, P/E at the total portfolio.
Trailing Performance View
The trailing performance view displays group and individual constituent performance for numerous trailing time periods.
Valuation by Data Point View & Valuation by Time Period View
The valuation by data point and time period views displays fundamental data such as market cap, P/E, or any other data item you wish to add, for the portfolio and selected benchmark.
Weights View
The weights view displays group and constituent level weights of the portfolio and benchmark at specified points in time. This report allows you to quickly identify where the portfolio is over or under-weighted relative to the benchmark.