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Limit Output to the Most Recent Ownership Distribution Snapshot

Over time, ownership account distribution amounts may be adjusted as ownership accounts are added, modified, or removed. Use this bulk report setting when running an Ownership Distributions bulk report to control how much ownership distribution data the bulk report includes: either all historical data or just the most recent distribution.

• Limit output to the most recent ownership distribution snapshot selected: See one row displaying the most recent ownership distribution data for each ownership account.

  

• Limit output to the most recent ownership distribution snapshot cleared: See all the ownership distribution data for each ownership account.

  

For more information on ownership accounts and demonstration accounts, see Understand Partial Ownership Accounts and Create Generic Demonstration Accounts.

For more information on bulk reports, see Understanding Bulk Data Exports.