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A definition of the options on the Potential Dividend Deduction report panel follows.
Search Criteria
| Option | Description |
|---|---|
| Search Criteria | |
| 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 basis. For example, USTAX, GAAP, or IFRS. |
| Effective Date | Specifies the effective date for your report results. The default is today's date. |
Year to Date | Specifies the year to date for your report results. Options include:
|
| Selection Criteria |
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| 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. |
| Source Name | Specifies the data source for your report results. For example, STARDIRECT. |
| Accounting Basis | Specifies the entity accounting basis. For example, USTAX, GAAP, or IFRS. |
| Report Period | 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:
|
| Report Start Date | 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 | Specifies the ending date for your report results. The default is today's date. |
| Include/Exclude Cancels | 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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