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You can use the Shareholder Rollforward panel to generate the Shareholder Rollforward report. A definition of the options on the Shareholder Rollforward panel follows.
| Option | Description |
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| Master Fund ID |
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| Specifies a Master Fund by the entity ID of the entity. | |
| Master Fund |
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| Specifies a Master Fund by name of the entity. | |
| Accounting Basis |
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| Specifies the entity accounting basis. For example, USTAX, GAAP, or IFRS. | |
| Select View |
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| Allows you to filter the entity view for your report results. Options include: |
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| Select Share Class |
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| Allows you to filter by share class. To use this option, you must select Class as your view. Options include: |
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| Share Class |
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| Specifies the share class for controlling your report results. To use this option, you must select Individual as your share class selection. | |
| Report Type |
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Specifies the type of date for controlling your report results. |
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| Report Month End Date Option |
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| Specifies the type of month end date used to generate your report results. To use this option you must select Month End Date as your report type. Options include: |
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| Report Start Date |
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| Specifies the start date for your report results. | |
| Report End Date |
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| Specifies the end date for your report results. To use this option you must select Accounting Date as your report type. | |
| Month End Date |
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| Specifies the month end date for your report results. To use this option you must select Month End Date as your report type. |