Select categories for batch export
Portfolio Service Batch Export Tables" module or "Portfolio Service Scheduled Reporting" module
Select your filter for the input objects (Explorer objects) in the "Securities account management", "Folders" and "Securities" categories by activating the respective checkboxes. During batch export, only the input objects that are activated in this filter are taken into account. This also applies to subordinate objects.
Beispiel
You have dragged a group and an owner into the list of Explorer objects, but only the "Owner" checkbox is activated in the "Depot management" category in the filters. Each owner from the group and the individual owner is then used as an input object when exporting. However, if you activate "Owner" and "Group" in the filter, the group and the individual owner are used as input objects.
