P&L Alert
- Brent Bergh
Owned by Brent Bergh
This post-processor will allow you to have daily P&L alert emailed or dropped to an FTP. The current available Alert Criteria is :
- Daily Balance Loss
- Daily Balance Gain
- Low Total Balance
- Critical Total Balance
Step 1: Navigate to the Upload / Post-Process page.
Step 2: Click Add a Post-Process.
Step 3: Choose P&L Alert processor and give it a Process Name.
Step 4: Choose the Group(s), or Account(s) that you wish to run these alerts on.
Step 5: Set the amounts for each Alert Criteria that you wish to be considered when the alert is ran.
