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.
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Note that a new account in PropReports will automatically be added under the "Ungrouped Accounts" group. Once you've added the account to a created Group, it will be removed from this default "Ungrouped Accounts" group. This "Ungrouped Accounts" group should allow you to easily find any new accounts that may have been recently added to your instance and has not yet been addressed with fee plans and grouping. |
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How to Create a Group
Step 1: Navigate to the Groups page.
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Step 2: Enter a unique group name and click , and select a category if desired. Click Add Group. Using Group
For more information on using Group Categories to create mutually exclusive groups is described , please click here.
Step 3: If the group was successfully added, you will see a "Group Added" message appear under the menu bar.
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