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Events report window

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Events tile > Ownership structure register > select process > > Events report

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Purpose of window

This window is used to generate reports with information on financial investment events defined within the ownership structure register for a given event scenario.

Fields in window

Element Description
Last event The shareholding relationships to be included in the report are selected on the basis of the date of the last valid financial investment event.
Define interval The events to be included in the report are selected from within a period of time.
From/To Period of time within which to select events.
Filter Entities Filters to be applied to select the shareholding relationships to be displayed No filter: the entire financial investment tree is shown, filtered according to user rights. Owner entity: only the shareholding relationships in which the specified entity is the owner are displayed. Owned entity: only the shareholding relationships in which the specified entity is the owned entity are displayed.
Entity Entity to be used to filter
Also show indirect relationships If selected, indirect relationships are also included in the report. Select this option when it is helpful to see an owner entity's entire subgroup.
Show Allows you to select the information to be included in the report for the entities and selected time period: Financial investment variations: the financial investment entry is shown for every event. Financial investment amounts: the carrying value is shown for every event. Net Equity: the owned entity's net equity value in relation to the event and any specific FX rates for accounts are shown. FX rates: the FX rates linked to the event are shown. Owner custom dimension 2: Shows the custom dimension 2 on which all or part of the financial investment is entered