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A definition of the options on the Operating Ratios panel follows.
Search Criteria
| Option | Description |
|---|
| Entity ID |
| Specifies a portfolio, sector portfolio, composite portfolio, or Master Fund by the entity ID of the entity. |
| Entity Name |
| Specifies a portfolio, sector portfolio, composite portfolio, or Master Fund by name of the entity. |
| Accounting Basis |
| Specifies the entity accounting |
| basisFor example, USTAX, GAAP, or IFRS. |
| Report Type |
| Specifies the type of date for controlling your report results. |
- Accounting Date (Default)
|
| Specifies the start date for your report results. The default is first day of the current year. |
| Report End Date |
| Specifies the ending date for your report results. The default is today's date. |
| Calculation Type |
| Allows you to specify that annualized or actualized formulas are used to calculate results. The default is Annualized. |
| Ledger Profile |
| Specifies the ledger profile. For example, OPERATINGRATIOS, as provided by Eagle. |
| Advanced Report Options |
| Allows you to show/hide advanced report, group, sort, and format options. The default is No. |