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:
- Click on the blue link of the rule's name in the Market data table:
- 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.
- 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.