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The "Agg Unit" column stands for "Aggregation Unit". If the account is enabled for compliance reporting, it may be assigned an "Aggregation Unit" on the Accounts / Overview page:
To ensure your firm is within compliance regulations, assign an Assign the same aggregation unit name to accounts so you may review a firm wide net position for proprietary accounts trading within your firm.
The "Aggregation Unit" is important because the NASD compliance Rule 3350(k)(1) states that trading desks must be able to establish the firm's "net long" or "net short" position in a single security. PropReports' Short Sales report allows your firm to determine whether it is within compliance regulations by reporting violations through an aggregate mix of accounts, thus providing a net short sales report by joining the trade data of multiple accounts that share the same aggregation unit.
For example, a single account by it self may not be jeopardizing compliance regulations for your firm, but aggregating the trade data of multiple accounts may. that are part of a single aggregation unit so the trading activity is reviewed in aggregate across these accounts for this report.
Violations
Mismarked Short Sales
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