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A definition of the options on the Allocation Ratios panel follows.
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| Entity ID |
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| Specifies a portfolio, sector portfolio, composite portfolio, or Master Fund by the entity ID of the entity. | |
| Entity Name |
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| Specifies a portfolio, sector portfolio, composite portfolio, or Master Fund by name of the entity. | |
| Report Name |
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| Specifies the type of report by name. Options include: |
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| Report Period |
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| Specifies the time period, date range, or particular date for your report. The time period may be entity specific or security specific, such as fiscal year. Options include: |
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| Report Start Date |
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| Specifies the start date for your report results. The default is first day of the current month. To use this option, you must select Date Range as your report period. | |
| Report End Date |
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| Specifies the ending date for your report results. The default is today's date. | |||||||
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| Advanced Report Options |
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| Allows you to show/hide advanced report sort and format options. The default is No. | |
| Sort by Class or Date |
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| Allows you to sort report results by share class or effective date. |