Step 5: Review Batch Performance
[ If you cannot find the 'Batch Performance' app, first navigate to the 'Disable Apps' button located on the main app dashboard in the footer. If you do not see the 'Batch Performance' app hidden in the disabled apps, proceed to the 'Manage Users' app to turn on the app permission > roles > double click to edit your role > records > portfolio > batch performance (turn on all 3 checkboxes) ]
- Launch the ‘Batch Performance’ app > Actions > New Batch:
- Batch Name: Period and Year (Q1 2020)
- Start Date: Beginning of the Period (1/1/2020)
- End Date: End of the Period (3/31/2020)
- Periods to Include: Customize according to your needs, but at a minimum, include all of the periods that are in your performance reports
- Show Benchmarks: Yes if you use them
- Next > Run batch for a list of: households
- Which ones? Active with Value
- Available/Grouping Entities: Households and/or Portfolio Groups and/or Accounts depending on your need
- Next > Performance Options: These will reflect your database defaults. Inspect them to be certain, but they usually won’t need edits > Next > Create Batch
- After returning to the main screen > Double click on your new batch > The batch will already be running calculations > Actions > View all Completed
- Use this interface to identify and performance outliers. Sort the column headers to find the highest and lowest performance figures and be sure every figure matches your expectations for that period.
- For any outliers, proceed to the performance viewer and run household/account/asset class groupings on daily intervals.
- Again, sort the column headers to look for the day period that has the highest or lowest performance percentage.
- Send that household/account ID number and the outlier date to XYIS support for assistance in repairing the performance issue.