Set Additional Options

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Use this bulk reports tab to configure additional options to further narrow the data you'll see in your bulk reports. These options are found on the Set Additional Options tab. For instance, in some bulk reports, you can limit the data to within a date range you specify, or limit transactions to only certain types of transactions.

You'll see common these additional options on many reports:

Always Compress Report Output
Format Report Output for Excel
Report Description

The following options are available on the Set Additional Options tab for some bulk reports:

Exclude or Only Include Records Involving These Securities
Date Period
As of Date
Account - Aggregate Date Period

Include Global Exclusions
Apply Date Period Filter To
Exclude Zero Commission Trades From Purchases/Sales and Turnover
Include Capital Gains Distributions in Account Realized Gain/Loss Values

For more information about the Set Additional Options tab, see Bulk Report Descriptions.

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