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Generate Trading Notes Report

The Default Trade Actions on the Rebalancing System Settings page allow you to set the defaults for the Trade Actions dialog box on the Trade List page. The Generate trading notes report setting controls the default setting for the Generate trading notes report option on the Trade Actions dialog box.

The Trade Actions dialog allows you to select your trading options before sending trades for execution. When selected on Trade Actions, Generate trading notes report will generate the trading notes bulk report. If no trading notes exist, the generated file will be empty. You can still clear this check box before creating orders to send to the custodian.

For more information on generating trades and the Trade Actions dialog box, see Create Trades an Log Orders.