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A definition of the options on the Shareholder Activity panel follows.
| 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 basis. For example, USTAX, GAAP, or IFRS. | ||||||
| Share Class | Allows you to filter results by share class. | ||||||
| Report Type | Specifies the type of date for controlling your report results. Options include:
| ||||||
| 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 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 | Specifies the ending date for your report results. The default is today's date. |