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A definition of the options on the Operating Ratios Report panel follows.
Option | Description |
---|---|
Search Criteria | |
Entity ID | Specifies a portfolio, sector portfolio, composite portfolio, or Master Fund by the entity ID of the entity. |
Entity Name | Specifies a portfolio, sector portfolio, composite portfolio, or Master Fund by name of the entity. |
Accounting Basis | Specifies the entity accounting basisFor example, USTAX, GAAP, or IFRS. |
Report Type | Specifies the type of date for controlling your report results. Options include:
|
Report Start Date | Specifies the start date for your report results. The default is first day of the current year. |
Report End Date | Specifies the ending date for your report results. The default is today's date. |
Calculation Type | Allows you to specify that annualized or actualized formulas are used to calculate results. The default is Annualized. |
Ledger Profile | Specifies the ledger profile. For example, OPERATINGRATIOS, as provided by Eagle. |
Advanced Report Options | Allows you to show/hide advanced report, group, sort, and format options. The default is No. |