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Click Options on the first dialog box of the report profile edit session.
You see the Specify Date Types tab on the Advanced Options dialog box appears, displaying different settings based on the PACE report type that you are editing.
When this setting is populated and the report is configured to retrieve security master history data, the selected date field is used in the security master history fetch process. The date value returned by the selected date field for each activity record returned by the report is the date used in the security master history fetch against the SECMASTER_HISTORY table. So, each record returned by the PACE report could return a separate security master history date record.
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PACE reporting does not recognize security master overrides without the Entity Overrides (Tag 334) and Client Overrides (Tag 335) fields. The account-specific Security Master History Overrides feature is triggered by the existence of the internal field attributes in these fields of the Security Override Source table.
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You must run the following procedures to enable these columns in the Scrub Tables and make them visible from the Entity and Client Maintenance windows. These procedures are not run as part of the installation or upgrade scripts.
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The Entity Overrides field in the Rules database contains the entity ID of the account that has a Security Override, and the instance value of the source under which the override is stored in the database. You can update these records from the Entity Details tab in Entity Maintenance.
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The Client Overrides field in the Rules database contains the instance value of the Client that has a Security Override, and the instance value of the source under which the override is stored in the database. You can update these records from the Client Details tab.
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Security History Records
Once you establish an override source and tie it to an account, you can add the override values to the security history records using the Data Scrubbing function. Only the value that is to be overridden has to be populated in the override source record. If the override source record contains a NULL value in a specific column, the reporting engine retrieves the value for that column from the core security master record.
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