How To Manage Market Data Reports Rules

  • Updated

One a user creates rules for market data reports, users will be able to manage their rules. They may choose to either:

  • Re-generate the report
  • Delete the report
  • Or edit the rule for a new report

To access all a client's rules, a user will navigate to the Market Data tile via the Reports Module: 

Once clicked, a new screen will load which will outline all the current/active Reports that a client has under their organization. 

Managing Rules

To manage existing rules, users have three options:

  1. Click on the blue link of the rule's name in the Market data table:
  2. Or, they may navigate to the blue “Manage Rules” link on the right-hand side:
    • Next, they can click on the blue link of the Rule's name here too, and it will open the “Edit Rule” window.
  3. From the Manage Rules window, the user can also click the “…” button.

From here, the Edit Rules window will open. Users may refer to our instructions on creating a Report Rule for modifying the options for the rule, please click here.

From the same sub-menu where the user can click Edit, the user has the option to either (re)Generate or Delete a rule. If the user choses to “Generate”, this will generate the report based on the current rules for the report. If the user choses “Delete”, this will remove the rule entirely.