PropReports' Groups feature allows superusers to add individual accounts to one or more groups for better categorization. If your organization is supported by multiple clearing firms or accommodates more than one direct market access platform, 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.
Step 3: You will be automatically directed to the Edit Group page, where you can manage exactly which accounts are a part to the new group.
If there are only a handful of accounts you would like to place in the group, you can check off the desired accounts and click Add Selected:
If you would like to create a group with numerous accounts, it may be more convenient to use the PropReports List feature.
List of Accounts to Add
Create a list of accounts to add by entering an account's Display Name or Account Id into the "List of Accounts to Add" 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:
