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, accommodates more than one direct market access platform, or has several trading floors, you may wish to group accounts by specific classifications.
How to Create a Group
Step 1: Navigate to the Groups page.
...
Step 2: Enter a unique group name and click Add Group. Using Group Categories to create mutually exclusive groups is described here.
Step 3: If the group was successfully added, you will see a "Group Added" message appear under the menu bar.
...
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%).
Related Topics / How To