The Portfolio Change Detail report displays the portfolio changes to composite memberships over the user defined date range. See the following figure.
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.
The following table describes the report parameters you can select.
Option | Description |
---|---|
Date Range | Options include:
|
Entities | The Entity Selector allows you to run the report for specific entities, a list of entities, or all entities (by leaving the selector empty). |
Fields | You can use the Field Selection dialog box to add additional fields as report columns and change the order of report columns. |
Filters | This option allows you to set a rule that reduces the results to only the entities that meet the criteria within the rule. You can use the Filter option during the initial report setup or during the Resubmit process. |