cats:procedures:reports:overall

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cats:procedures:reports:overall [2016/05/09 16:23] jencats:procedures:reports:overall [2017/12/19 03:21] (current) – external edit 127.0.0.1
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 Go to ** Position Reports > Overall Position**. Go to ** Position Reports > Overall Position**.
 [{{:cats:procedures:reports:overallpositionreport_menu.png?|Overall Position Report Menu}}] [{{:cats:procedures:reports:overallpositionreport_menu.png?|Overall Position Report Menu}}]
 +
 +The detail and select option on screen 1 of the overall position reports are important to running the report you are looking for.\\ 
 +
 +[{{:cats:procedures:reports:overallpositionreport_screen1.png?|Screen 1 Options}}]
  
 The level of detail options for this report include:\\  The level of detail options for this report include:\\ 
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 P/L Total, Rate or Fut Liqdtn\\  P/L Total, Rate or Fut Liqdtn\\ 
 Diff Price, Mkt Val or P/L\\  Diff Price, Mkt Val or P/L\\ 
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-[{{:cats:procedures:reports:overallpositionreport_screen1.png?|Screen 1 Options}}] 
  
 The choices for units are the same as those listed for the Net Physical Report.  The choices for units are the same as those listed for the Net Physical Report. 
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 Screen 2: Not Priced & Invoiced - Include Screen 2: Not Priced & Invoiced - Include
 Alloc Grades Differ - Purchase Alloc Grades Differ - Purchase
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 +
 +Once your options are chosen select **Continue** from menu bar. Then choose how you want to print. For this report, we did HTML open in browser. 
 +[{{:cats:procedures:reports:overallpositionreport_htmlreport.png?|HTML Position Report}}]
 +{{tag>"overall position"}}
  
  • cats/procedures/reports/overall.1462810982.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)