Back

Reconciliation Information Dashboard Widget

Contents

Introduction

Filtering

Customize

Change the Display Name

Change the Custodian or Date Range

 

Introduction

The Reconciliation Information widget shows both open orders and unreconciled recent trades by date, allowing you to view the most recent trading activity and take action on it.

You can interact with the chart in a few ways: 

Note

If you don't have permission to access the Orders page or the Reconcile Trades page, clicking this chart won't link to those pages.

Filtering

The Account Reports section of the dashboard shows a summary of information for your accounts in Tamarac Trading.

You can filter the information you see within Account Reports widgets in the following ways: 

Customize

You can customize the information you see on the Reconciliation Information widget in the following ways.

Change the Display Name

To change how the name that appears on the widget, follow these steps:  

  1. Under the dashboard icon, select Tamarac Trading.

  2. Click to open settings for the Reconciliation Information widget.

  3. In Report Name, type the appropriate display name. You can use up to 128 characters.

  4. Click Save.

Change the Custodian or Date Range

To change the custodian and date range information for the Reconciliation Information widget, follow these steps: 

  1. Under the dashboard icon, select Tamarac Trading.

  2. Click to open settings for the Reconciliation Information widget.

  3. In the Custodian list, choose the appropriate custodian. Choose All Custodians to show all open orders and unreconciled trades.

  4. In the Date Range field, choose the appropriate date range. Here are your options: 

    Note

    The Reconciliation Information widget uses calendar days, not business days. For example, the option Previous 7 days will show data from the past 7 calendar days, including any weekend days or holidays.

  5. Click Save.