Run Report
You can run a report on either your active list or a filter list.
To run a custom report you will need to select a report layout from the drop down menu. If the required report layout is not available you can access the Report Builder by clicking on the hyperlink to the right of the box.
To select the items you wish to include in your customised report follow the instructions for Building the Active List . To build the list via the filter builder click on the hyperlink to the right of the box.
Select the Basis for the returns - Offer to Bid or Bid to Bid. Where appropriate you will need to select the period end i.e. latest price, month end or quarter end.
Choosing Overall, Annualised or Lum sum will overwrite your bespoke report settings.
Note: For old reports that do not have options to show individual performance periods as annualised or overall will show all performance periods on an overall basis if you choose the Bespoke Report Settings option.
Select the option you want for your ratios from the Annualise Ratios drop down. You have the following options
- No - the ratios will be monthly
- Yes - the ratios will be annualised
- Bespoke report rettings - this will use the settings you selected in the report builder
Choosing Yes or No will overwrite your bespoke report settings.
Note: For old reports that do not have options to show individual ratios as annualised or non-annualised will show all ratios as annualised (where applicable) if you choose the bespoke report settings option.
Select the ranking method within table or full sector by checking the appropriate radio button. Within table will rank the contents of the table only. Full sector will rank the contents of the table within their entire sector though only the table contents will be shown.
Like any other table you can also choose to add a rank column or highlight options before running the report.
You have two options to run the report, clicking "Go" will open the table in a separate window (which is closed down independently of the main screen). You also have the option to enqueue your report by clicking the "Enqueue" button which will run it independently of your current Analytics session. This is ideal for running large reports that may take some time to be generated. A message will appear telling you that your report has been added to a queue and you will be notified once it is ready.
You will receive a message when you report has been generated.
Note: You will need to re-save the report for your own records as it will only be stored for one month.
You can view the status of your enqueued reports at any time by going to "View Enqueued Reports" in the Tools drop down.
Once the table is open, you have a number of options regarding the display.
To add a rank sub column to the data columns, go to the <Display Rank Column> drop down menu at the top of the screen and select from the standard options which are, quartile rank, quintile rank, decile rank, percentile rank and absolute rank. Once selected, the ranking column will appear to the right of the main data column.
There is also an option to highlight the table by rank. Select from the drop down menu to the right of the highlight
The tables are interactive and you can move columns, change the order of the table values by selecting the column arrows or eliminate unwanted columns. You can return to the original view at any time by selecting the reset view icon.
To save the table click on the save icon, . You will be prompted to give the table a name and it will be saved in your directory. Saved tables will be saved with their original data.
To print the table click on the print portrait or print landscape button. A message will appear advising that you are able to amend the table header and footer and advising you to ensure that your printer is set to the correct setting. You can also amend the user name on the left hand side and the date and time of printing.
To copy the table click on the copy icon. This will copy the chart to your clipboard.
To export the table to a CSV file, click on the export to CSV icon and you will be prompted to open or save the MS Excel CSV file. To export the table to an XLS file, click on the export to excel icon and you will be prompted to open or save the MS Excel file. To export the table as XML, click on the export as XML icon and you will be prompted to open or save the XML document.
To create a PDF of the table, click on the generate portrait PDF or generate landscape PDF icon. This will generate a PDF copy of the table which can be saved and/or printed.
To export the instruments within the table to your active list click on the add all to active list icon.
To update the calculations on a previously saved table, click on the update calculations icon.
To reset the table back to the original view after changing its appearance by shuffling or deleting columns, click on the reset view icon.