Reports Overview      Back to Previous

 

The report options in Vector Securities are available from the Shared Reports and My Reports folders. Shared Reports contains the predefined reports that are available to all subscribers and your company shared folder. The company shared folder contains all reports saved for public access within your user workgroup. My Reports contains those reports that you have customized for your own use and are only available to your user account.

You may view the Shared Reports and My Reports pages in List view or Icon view. The List view displays one line for each report object (i.e., report, filter, template, document) with a thumbnail icon identifying the type of object. The Icon view displays the reports and report objects with a large icon identifying the type of object.

The following icons are used in Shared Reports and My Reports when displayed in Icon View:

Note:    When viewing Shared Reports and My Reports in List View, the icons are smaller and are not offset on a "page".

Icon

Object Type

 

Icon

Object Type

Icon_Folder_931.png

Folder – subfolder to group reports or objects within the primary folder

 

Icon_Grid_931.png

Grid Report – a fully defined report definition with a report filter and template output to display as grid

Icon_Filter_931.png

Filter – a predefined set of conditions that may be added to tjhe report filter setup in Design mode

 

Icon_Graph_931.png

Graph Report – a fully defined report definition with a report filter and template output to display as graph

Icon_Prompt_931.png

Prompt - a set of conditions with variable responses that you must specify when requesting a report

 

Icon_GridGraph_931.png

Grid and Graph Report - a fully defined report definition with a report filter and template output to display and grid and graph

Icon_Document_931.png

Document - a collection of reports that are all initiated when you request the document

 

Icon_CustomGroup_931.png

Custom Group - a predefined grouping of data based on conditions