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A definition of the options on the Qualified Dividend Income 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. | |
| 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. |
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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. | |
| Report Name |
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Specifies the type of report. |
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Selection Criteria
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| Report Filters |
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| Allows you to show/hide additional report and security filters. The default is No. | |
| Advanced Report Options. | Allows you to show/hide advanced report, group, sort, and format options. The default is No. |
| Filter Security By |
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Allows you to show/hide the additional report filters. |
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| Report Groups |
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You can group the report results. |
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| Report Sorts |
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You can sort the report results. |
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