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.
Automatic "Ungrouped Accounts"
Note that if you do not add an account to a Group, it 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.
How to Create a Group
Step 1: Navigate to the Groups page.
Step 2: Enter a unique group name, and select a category if desired. Click Add Group.
For more information on using Group Categories to create mutually exclusive groups, please click here.
Step 3: 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, you can manage exactly which accounts are a part to the new group.
If there 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:
If the account(s) were successfully added to your group, a conformation message will appear on the top of your webpage.
What's the difference between "Add Selected" and "Move Selected"?
Depending on the group you are selecting your accounts from, you will see a button to "Move Selected", "Add Selected" or both.
- The "Add Selected" function is always available unless you are selecting accounts from the "Ungrouped Accounts" destination. The "Add Selected" button will add the account to your new group while also leaving it assigned to its other group(s).
- The "Move Selected" function is always available unless you are selecting accounts from the "All Accounts" destination. The "Move Selected" button will move the account from its current group to your new group, removing the account from the destination you are selecting from.
The "Move Selected" feature is only available for clients using propreports version 1.5.95.55 and above.
List of Accounts to Add
If you would like to create a group with numerous accounts, it may be more convenient to use the List feature.
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%).
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