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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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The following table describes the report parameters you can select.
Option | Description |
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Date Range | Options include: |
This This option supports any date to any date to view all of the changes to the entities within the specified date range. For example, assume you select the date range of 1/1/2008 - 3/31/2008 and the PORT1 had the following changes: Start Date of 1/31/2008 in ACOM1 Start Date of 7/31/1980 and a Stop Date record for 2/28/2008 in ACOM2 Start Date of 12/31/1979 in
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ACOM3 ACOM3
The report results display ACOM1 and ACOM2 because PORT1 had membership changes that occurred within the specified date range. However, the report does not display ACOM3 because although it is a member of ACOM3, the Start Date is not within the date range. From the Date Rule.
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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.
The report can include entity, entity characteristics, entity extension fields, entity range details, performance, and holdings fields for the composites with which the entity is a member. The Field Selection dialog box identifies default fields with a blue field icon. |
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. |
