knowledge Base

Positions

Querying Positions

Under “Reports” in your home screen, you are able to query start-of-day positions based on unique search criteria.

Create a customized report by setting your criteria, and clicking “Run report”.

 

Saving and Exporting Reports

If you plan on reusing a report in the future, click “Save”. The report is then saved under “Saved reports”.

You can also export a report as a .csv file by clicking “Export” after the report has been generated.

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