Report Search

The Report Search function is available to authorized users to access details of their firm / user configuration, trade and billing activity.

Users are notified of report availability via an email and includes a link directly to the report.

View sample email:

1. To perform a report search:
1. From the EREP application screen, select Report Search.

2. Enter report search criteria:

• Report Date
• Equals: View reports for the selected trading day.
• Between: Enter the date range to search.
• Month to Date: View reports for the first day of the current month and the end date as the current trading day.
• Last Month: Search the beginning and ending dates of the previous month.
• Date Range - From / To: see Report date (above)
• Report Id contains: (optional) Searches report ID that matched the entered string.

For a list of Report IDs, see Report List.

• User Entitlements: Select one or more entities.

Available selections are based on assigned entitlements.

3. Select Search.

To download a report, select from the list of results.

A download dialog appears and the file is downloaded to the default browser download directory.

Example: Accusers/your username/Downloads

To filter results, enter additional search criteria, then click Search.

To sort results, by ascending / descending order, select the column heading arrows .

Clear (): Reset default values for all search fields.