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The Composite Change Detail report displays the constituent changes to selected composites over the user defined date range.

The report includes columns for Composite ID, Composite Name, Entity ID, Entity Name, Start Date, 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.

Composite Change Detail Report

The following table describes the report parameters you can select.

Option

Description

Date Range

Options include:

  • Between. This option supports any date to any date to view all of the changes to the composites within the specified date range. 

    For example, assume you select the date range of 1/1/2008 - 3/31/2008 and the ACOM1 had the following changes:
  • PORT1 has a Start Date of 1/31/2008
  • PORT2 has a Start Date of 7/31/1980 and a Stop Date record for 2/28/2008
  • PORT3 has a Start Date of 12/31/1979 

    The report results display PORT1 and PORT2 because both had changes that occurred within the specified date range. However, the report does not display PORT3 because although it is a member of the composite, the Start Date is not within the date range. 
    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. You can further customize the date by using a Date Range rule.

Entities

The Entity Selector allows you to run the report for specific composites, a list of composites, or all composites (by leaving the selector empty). If you select a list, the report filters out entity types other than the Performance Composites (ACOM).

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 constituents. 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.

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