Changing Views

The same offering list may be displayed in different report layouts by selecting a different layout by name from the drop-down selection list at the bottom-right of the results list and then pressing the 'Re-View' button.

There are a number of these layouts that are made available to different audiences and for different purposes. 'Trading' report layouts are for use by the traders and contain pricing and dealer information for the traders only. 'Sales' reports are for use by brokers or sales representatives and contain pricing information for this audience. 'Customer' report layouts are designed to distribution and presentation to the investment client or customer. 'Summary' reports typically contain less information than 'Detail' reports and allow more offerings to be viewed or printed per page.

Click Here for Automated Tutorial

Close