Download AKAS Overrides

Investment manages and broker/dealers can download a list of existing AKAS Overrides as an Excel (.xlsx) file. The generated file contains all overrides set up for their ALERT acronym.

To Download AKAS Overrides from ALERT:

1. Put your cursor over Generate Reports from the Utilities drop-down list.
2. Click Override Rules to open the Override Rules page.

   Figure 9 Open Override Rules Report Generation Page

3. Enter a unique Report Name
4. Click Generate Report to open the Generate Report dialogue window.

   Figure 10 Generate Override Rules Report

5. Read the dialogue information, and click OK if you wish to generate the report. ALERT notifies you via email when the report is ready to download.
6. Click Reports Run from the Utilities drop-down list to open the Reports Run page.
7. Download the generated report.