Overview
Field Definitions

- Run a Report

Overview

Legacy Reports are no longer supported and are targeted for decommission. If you have concerns, please contact your Client Manager.

From the Legacy Reports landing page, choose reports to run and then monitor their completion.

Run a Report

The following sections display on the Legacy Reports landing page:

• Completed Reports
  Lists reports that were run. The most recently run report displays at the top of the list.

• Table of Contents
  Lists your available reports in the left pane based on your entitlements. Reports are grouped by categories that you can expand or collapse:

  - Administrative Reports
  - Trade Reports
  - Service and Billing Reports

• Report Parameters
  Displays entry fields for the report you select from the Table of Contents (the entry fields overlay the list of Completed Reports). Entry fields enable you to indicate, for example, the name of the report, format of the report, and which accounts, group, or client to include in the report.

1. Select Reports > Reports & Alerts > Legacy Reports.
2. On the Table of Contents, select a report.
3. Enter the report parameters.

4. Select Run Report.

   Above the Completed Reports list, to monitor the latest status of the report, select Refresh. The report is ready only when the Status column for the report displays Complete.

Field Definitions

Field	Definition
Status	The status of the report: Complete The report ran successfully and is available for viewing, printing, and saving. Error The report did not run completely/correctly, perhaps due to a timeout or a data entitlement. In Process The report was submitted and is being created. No Data Found The report ran, but there was no data that matched the report criteria. Subscribed For the Trade Blotter, this indicates that you are subscribed to the report.
File Name	The name of the report. When the report is Complete (not In Process and no errors were encountered when running it), this name displays as a link. Select the link to display the report in a separate window. The report output is determined by your selection when entering the report parameters.
Date/Time Run	The date and time that the report ran.
Removal Date	The date and time that the report will be removed from the Completed Reports list. Reports are held for 14 calendar days from the time they are run.

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