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A definition of the options on the Wash Sales Report panel follows.
| Option | Description |
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| Entity Information | |
| 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. | |
| Date Type and Range | |
| Beginning Date |
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| Specifies the start date for your report results. The default is the first day of the current month. | |
| Ending Date |
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| Specifies the ending date for your report results. The default is today's date. | |
| Beginning Balance Option |
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| Allows you to filter the transactions with/without transaction details. Options include: |
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| Selection Criteria | |
| Report Filters |
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| Allows you to show/hide additional security filters. The default is No. | |
| Advanced Report Options |
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| Allows you to show/hide advanced report detail tabs and format options. The default is No. | |
| Filter Security By |
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| Allows you to show/hide additional report filters. Options include: |
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| Detail Tab Selection |
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| Allows you to select additional views for your advanced report results. Options include: |
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