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A definition of the options on the Operating Ratios Report panel follows.


OptionDescription
Search Criteria
Entity IDSpecifies a portfolio, sector portfolio, composite portfolio, or Master Fund by the entity ID of the entity.
Entity NameSpecifies a portfolio, sector portfolio, composite portfolio, or Master Fund by name of the entity.
Accounting BasisSpecifies the entity accounting basisFor example, USTAX, GAAP, or IFRS.
Report TypeSpecifies the type of date for controlling your report results. Options include:
  • Accounting Date (Default)
  • Month End Date
Report Start DateSpecifies the start date for your report results. The default is first day of the current year.
Report End DateSpecifies the ending date for your report results. The default is today's date.
Calculation TypeAllows you to specify that annualized or actualized formulas are used to calculate results. The default is Annualized.
Ledger ProfileSpecifies the ledger profile. For example, OPERATINGRATIOS, as provided by Eagle.
Advanced Report OptionsAllows you to show/hide advanced report, group, sort, and format options. The default is No.