Save Preferences

You can save customized grid filters. The    Save Preferences icon is enabled when you make column, filter, or sort changes as follows:

• Column changes include the column names you choose to include in the view.
• Filter changes include any parameters you set on a column such as Is equal to, Is not equal to, and Starts with.
  The UI does not automatically prompt you to save grid filters when leaving the view; instead, it requires that you click     Save Preferences. Filter preferences can only be saved when in the view and a filter change has been made.
• Some fields allow you to filter by up to five values, including:
  • Trade Currency
  • Settlement Currency
  • Investment Manager
  • Executing Broker
  • Master Ref
  • Block Status
  • Alloc Status
  • Affirmation Status
  • Eligibility Status
  • Security Code
  • TL PSET