Overview
The Order Status Report runs from the Orders List. Based on the list in context, it contains a summary format of the selected orders in the Unsent or Sent Orders List.
Top
Accessing and Running the Order Status Report
NOTE: See the Trade Report Parameters topic for additional information on tailoring your report.
- Select Reports & Alerts > Reports > Legacy Reports. The Main Reports Screen displays.
- If the section is not already expanded, select the plus icon in front of the Trade Reports entry in the Table of Contents to display the list of reports available to you.
NOTE: The icon changes to a minus.
- Select the Orders List link to display the Sent Orders List where you will run the report.
- If you wish to include only specific orders in your report, select (highlight) them in the Sent or Unsent Orders List prior to selecting the Generate Reports icon.
- Select the Reports icon above the list to display the Report Parameters screen.
- Optionally, enter the name for the report in the Report Name field.
- Using the Generate Report For radio buttons, specify the orders you wish to include in the report. Selections are: x Selected Orders (where x = Number of highlighted (selected) orders in the list), All Orders,
Current Day Orders, and All Orders for an Account, Group, or Client.
NOTE: If you select All Orders for an Account, Group or Client, specify one of the three in the drop-down list that displays. Then, complete the accompanying field either by entering the information manually or by selecting the Account, Group, or Client Lookup link to locate it.
- Specify the report, known as the Style, which is Order Status or Order Ticket by selecting the associated radio button. Since you want to generate an Order Status Report, select the Order Status radio
button.
- Specify the Format of the report by selecting either the PDF or XLS radio button.
- Indicate how the orders will be sorted in the report by selecting the Sort Order radio button associated with Account Number, Short Name, or Order Date.
NOTE: Short Name reflects the preference you establish on the Short Name Display screen (User Menu > User Preferences > Short Name Display), which is either FBSI Short Name or Custom Short Name. If neither checkbox is selected, the value defaults to FBSI Short Name. If both checkboxes are selected, the value defaults to Custom Short Name.
- When you finish establishing the criteria, select the Run Report button.
- A pop-up confirmation screen displays notifying you that the report is being created and that you will receive a message in the Message Center when it is ready for viewing on the Main Reports Screen.
Select the Close link to close the pop-up.
OR
Select the View Report Status button to close the pop-up and display the Main Reports Screen.
- The messages in the Message Center are links. The report message indicates if your report request was successful or if there were errors during its generation. Select the link to display the Main Reports Screen,
where you can access and view the Order Status Report.
- When the Main Reports Screen displays, select the link associated with the Order Status Report in the list of Completed Reports.
883341.1.0
Top