List Posted Sector Rates & Activity

Owned by Nancy Cohn (Deactivated)
Last updated: Dec 09, 2020
1 min read

In the List Posted Sector Rates & Activity panel, you can view posted allocation ratios for a sector for a specified time period.

To list posted sector rates and activity:

  1. In Accounting Center, in the left navigation pane, click Fund Accounting > Allocations > List Posted Sector Rates & Activity.
    You see the List Posted Sector Rates & Activity panel.

  2. In the Master Fund ID or Master Fund lookup fields, identify the master fund identifier or name to include in the results. 

  3. In the Beginning Date and Ending Date fields, specify a starting and ending date range for the allocation ratios that you want to view.

  4. Click Submit.
    You can view information about the allocation rules that met your criteria in the Historical Allocation Rate by Sector tab in a report format, and in the Show All tab in a grid format.

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