Spark tab opens a dropdown menu from which you can:
- Create a new report set.
- Open Data Sources.
- On ‘Application’, you will open the following window:
- You can also configure your Add-ins.
- You have the option to send or publish your schedules.
- Refresh the open reports.
- Close all the views that you have open.
Under ‘Main’, there are two sections:
My Reports Groups
Here, there are all the reports categorized by groups that the user can choose.
For example, the ‘Positions’ section includes on its dropdown menu all the Position (C) -Position Current Reports- by account, and at the same time, the Position (H) -Position History report.
Here, you can save the report or refresh it manually. You can also click on “Real-Time Updates” and the report will refresh automatically using real-time data (Bloomberg Terminal or Facstet Terminal should be opened too), and you can select if you want alert processing On or Off.
Under ‘My Reports’ you can find all the available reports for your Spark user without being grouped. You have two types of reports, differentiated by their icons:
Regular Reports can be modified by any user.
Master reports, which are the same report for all the users and which modifications are limited. All master report filters apply equally to all users and it is the responsible person within each client who decides what the report should look like and what can be changed. Small changes, such as adding a column, can be made, but many others will be blocked. To apply the limited available changes:
- Open a master report and click on ‘Master Report Blocked’ within the tool bar.
- Add for instance a column from Column’s Chooser option.
- Click on ‘Edit Master Report Allowed’.
- Click on ‘Save Report’.
*It is possible that master reports reject some of the modifications if they are not available.
If you click on any report set, a dropdown menu will appear, including:
- A list of sub-reports, which are essentially the same report you clicked on, but presented in a different way depending on what each user wants to see and how. For example, Transaction (H) may include multiple Transaction (H) sub-reports with some unique particularities, views, etc. based on different accounts’ preferences. In other words, all the sub-reports access the same data and information, but the way they displayed it -columns used or grouped by, views…- changes depending on how you want to configure it.
- ‘Edit Reports Data’, the possibility to add or edit the report set -on the previous example, this allows you to modify the configuration of the general Transaction (H) report.
- ‘Add/Edit Reports’ allows you to edit the displayed data on each sub-report.
- ‘Delete Report Set’ removes your report set from My Reports.
- ‘Reset To Start Of Day’ shows you the data when the market opened.
- ‘Reset To’ allows you to choose a previous set from a backup.
Here you will see which reports you have open, on the ‘Open Reports’ section. From each report, there is a dropdown menu that allows you to publish or send them.
At the same time, on ‘Organize’ section, you will find Tabbed and Arrange. With tabbed active, each report will take up the entire screen, and you can change from one to the other at the bottom:
However, if tabbed is not active, you can select different ways to display the reports from the dropdown menu available on Arrange (Cascade, Tile Horizontally…):
Under Configuration, you will find Options, Show/Hide Panels, Spark Server, and About Athena Systems sections.
In Options section, you can administrate settings of your data-source, application, configure add-ins and schedules.
You can also show or hide panels, in Show/Hide Panels option.
See and configure Spark Server.
More information about Athena.
Under Team, you will find Chat Notifications and Chat History.
Here you can check the information regarding your user Add-Ins.
Under OMS, you can either do a generation of an order or see maintenance and corporate action options.
BY is a buy order generation.
SL is a sell order generation.
CS is cover short generation.
SS is a short-sell order generation.
With new order option, you can create an order BY, SL, CS or SS.
On Date Ranges tab, user can set up a time period for Transactions, Positions, and Recon. Once applied, the orders displayed on your report will be those executed within the chosen period.
Notice that Date Ranges function only works with those reports that are date-drive. For more specifications on this, check our article How to change Date Ranges.
When selecting dashboard you will see a group of windows on the bottom of the screen. Holding, Attribution Chart, Attribution and Rebalance.
NOTICE: The windows will look different depending on how you have set up.
Click on dashboard, these tabs will disappear and the windows will appear.
NOTICE that when doing this under Risk Monitor report, tabs will appear on the sight side of the screen, but can be never moved around.
This will reset your layout.
Here, you can manually refresh the data, or you can set it up so the software will refresh automatically by going to Main and clicking on Real-Time Updates.
This will save your report.
Here you can edit the report views, column selection, aggregation, and chart selection.
EDIT REPORT DATA
You can edit the report set info, temp tables, tables, tables relationships, column categories, add/edit columns.
You can choose a destination to send your report to someone.
You can use this to publish your report.
Lets you select more columns you can add to the column header.
You can configure the general grid properties, aggregated rows, alternate rows, grid rows, header properties, selected rows, summary rows and window. Just by clicking on these icons, you can send your report to the printer, Excel or Adobe reader.
Will make the GroupBy section appear or disappear.Where the groupBy is displayed. You can click on different columns and drag them into the GroupBy.
Filter option does not work when GroupBy column is on. If the column you want to run the filter is on the GroupBy section, you can drag it back to the Column Header. Once you drag the column to the column header or choose a column that is already on the column header, you can click on Filter and a white row will appear. Click on the column and type in a letter, then it will sort out columns starting with that letter.
Will expand all your accounts, so you can see your different investments.
Will collapse all. The opposite of expand all.
EXPAND 1, 2
This sections can have more numbers, some accounts can be expanded 3,4,5 times. If you want to go from the first expand to the 4th expand without clicking three times on the account, you can just click on the number 4. Here is an example of a report that can be expanded more than 2 times.
Where the different columns are displayed, the columns can be re-arranged by clicking and dragging them. Columns can also be deleted, and new columns can be added using the Column Chooser. This is where the different reports are displayed on Tabbed View. NOTE: If tabbed View is not selected, then you will not see anything there.