Job type "Loss threshold reporting"

Explorer objects

Enter the input objects here. You can drag these from the Explorer into the input field or use the "Add object to list" icon to search for and select them using the object search.

Possible input objects are folders (with securities account objects), securities account filters, groups, owners, portfolios or securities accounts.

Add object to list" icon.

Select this icon to search for the desired input objects for the job using the object search.

Icon "Remove selected object from list".

Select this icon to remove the Explorer object selected in the input field from the list of input objects.

Icon "Remove all objects from list".

Select this icon to clear the list of input objects.

Report template

The currently selected report folder for loss threshold reporting.

Button "Select template..."

Select this button to select a new template of the type "Report folder" for this loss threshold reporting in the familiar "Open template" dialog box, which only displays useful templates.

Output of the generated files

Specify here the scheme according to which the (PDF) files are to be named and where they are to be saved.

Please also read the section Output of the generated files in the chapter Batch export.