Schedule a Report

Reports are created from saved searches.

1	If necessary,

a	Click the Active Documents tab.

b	Search for the transactions you want to report on. See “Search for Transactions."

c	Save the search. See “Save Search Criteria."

2	Click the Saved Searches tab.

3	Click the clock icon.

4	In the dialog box, select the Report Format.

5	Click Frequency > Search Frequency, and select when you want to run the report. To run a one-time report, select Now.

6	If you want the report

Emailed to yourself and other contacts, click Email Report and select the applicable people.

Sent via a platform, e.g., Enterprise, click Send Report via Platform and provide the applicable data. Active Documents sends the report to a mailbox on a platform enterprise machine. Either of the following is possible:

Users with access can access the machine by FTP and download the report.

The mailbox can forward the report to another machine or service that makes it available to users.

7	Click Save. The system adds the schedule to the Scheduled Reports list. If you selected a Frequency of Now, the system generates this as a one-time report.

8	To see your scheduled report, click the Trading Grid tab > Reports tab > Scheduled Reports.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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