PropReports' Groups feature allows superusers to add individual accounts to one or more groups for better categorization. For example, If your organization is supported by multiple clearing firms or accommodates more , accommodates more than one direct market access platform, or has several trading floors, you may wish to group accounts by specific classifications.
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Step 1: Navigate to the Groups page.
Step 2: Enter a unique group name and click Add Group.
Step 3: You will be automatically directed to If the group was successfully added, you will see a "Group Added" message appear under the menu bar.
Next, click the Edit action to begin adding and moving accounts into the new group.
Step 4: On the Edit Group page, where you can manage exactly which accounts are a part to the new group.
If there are is only a handful of accounts you would like to place in the group, you can check off the desired accounts and click Add or Move Selected:
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When adding accounts to a group, depending on the destination you are selecting your accounts from, you may see options to either "Move Selected", "Add Selected" or both.
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List of Accounts to Add
If you would like to create a group with numerous accounts, it may be more convenient to use the PropReports List feature.
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Create a list of accounts to add by entering an account's Display Name or Account Id into the "List of Accounts to Add or Move" box. To add multiple accounts without typing each individual account name, simply add the % symbol after the first letter of the account name. (For example, to add all accounts that start with the letter X, type X%).
Four accounts were added:
