Reporting

Perform delivers hundreds of standard reports and graphs. These reports and graphs allow users to review their portfolios and holdings in a flexible manner, with sorts, filters, groupings, details, and summaries all under user control.

Perform’s reporting engine provides details on trades, holdings, sectors, portfolio totals and averages, exposures, cash flows, De Minimis analysis for tax-exempts, and historical changes. The graphs are linked to reports, allowing drilldown into the trends and outliers that graphical analysis can easily reveal. All reports and graphs can be exported to industry leading spreadsheet and word processing software with a single click of the mouse.

Perform’s reporting is highly flexible and easy to customize. Perform was engineered to provide almost unlimited reporting flexibility under user control. Users should consider the hundreds of reports and graphs delivered at installation to be just a starting point, an idea generator, for further analyses they can produce within the system.