Table of Contents
Viewing and Downloading Effectiveness Tests
Introduction
The Accounting capabilities in ChathamDirect allow you to set up your hedges to have effectiveness tests run at inception and on an ongoing basis. The results of those effectiveness tests can be downloaded for review, whether you need results for an individual trade or for multiple trades at once. The instructions below will guide you through steps to gather those results in an Excel output file.
Viewing and Downloading Effectiveness Tests
To access the page where you will find effectiveness tests for your hedges, navigate to Accounting > Accounting Dashboard, then select Review and Approve Tests on the left-hand menu. You can search for specific trades by entering the CRN(s) into the search bar and then click the magnifying glass:
Once the summary results appear, you can click on the Chatham Reference Number for any trade. This will drill into that specific trade where you will see a history of all effectiveness tests which have run since inception. You can download results for any period by clicking the blue Retrospective or Prospective links:
To download multiple effectiveness tests in bulk, select the checkbox next to the desired trades then click the download button at the top of the page:
Upon clicking to download, a ZIP file will be generated which will include effectiveness test result files for all trades.