Export Allocation Data

Authorized users can retrieve allocations using an allocation export profile. The predefined export profile, Allocation Export, that contains default export fields. You can use this profile to create your own allocation export profiles.

The module of TradeSuite ID exports the details of the allocation to a Microsoft Excel file that you can download and view. See .

Note

You can export a limit of 5000 rows of data (allocations) using TradeSuite ID.

To export allocations:

1. Select an allocation export profile from the BTI Export Profiles list.

   The exported data is based on the selection criteria in the export profile.

   Click here to view the predefined Allocation Export profile.

   Figure 4 Allocation Export

2. Click Export.

   The record appears at the top of the Export Queue list.

3. Update the status by clicking Application Refresh .

Note

You are limited to ten exports. If you request an export beyond the limit, the oldest record (10) is automatically deleted.

4. From the File Download column, click Download to open the Microsoft Excel file. This file contains the exported allocations based on the fields set up in the profile.