The Portfolio to Composite Overlap report displays entities included in more than one composite for at least one date during the user defined date range or the "As of" date. See the following figure. The report displays only those entities associated with an overlap. The basis of the query is to evaluate whether a particular entity is a member of more than one composite (that is, overlaps composites), and if an overlap condition exists for even one date in the date range, the report shows all of the overlap conditions for the portfolio on the report.
The report includes columns for Entity ID, Entity Name, Composite ID, Composite Name, Start Date, and Start Comments, End Date, End Comments, and allows you to add additional columns. For general information about running and using the report, see Use the Composite Monitor.
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