Back	Home > Data Dictionary > E > Exclude or Only Include Records Involving These Securities

Exclude or Only Include Records Involving These Securities

Use this option to limit security-level data in your bulk reports to only those securities you list or to exclude the securities you list.

This can help you greatly limit the size of your report by removing irrelevant securities data, such as dummy tickers, SMA tickers, or unmanaged securities. This can also allow you to review and track data specific to certain securities without having to remove all other security data.

For more information on bulk reports, see Understanding Bulk Data Exports.