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A definition of the options on the Potential Dividend Deduction report panel follows.
Search Criteria
| Option | Description |
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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. |
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| Accounting Basis |
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| Specifies the entity accounting basis. For example, USTAX, GAAP, or IFRS. |
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| Effective Date | Specifies the effective date for your report |
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| results. The default is |
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| today's date. | |
Year to Date | Specifies the year to date for your report results. |
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Options include: |
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Selection Criteria
| Option | Description |
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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. | |
| Source Name |
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| Specifies the data source for your report results. For example, STARDIRECT. | |
| Accounting Basis |
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| Specifies the entity accounting basis. For example, USTAX, GAAP, or IFRS. | |
| 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 result. The default is first day of the current month. To use this field, 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. | |
| Include/Exclude Cancels |
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Allows you to filter cancellable events. Dividends from a prior reporting period which are cancelled in the current reporting period are displayed as negative amounts. Options include: |
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