How To Edit Alert Views
If you have an existing alert view that you find beneficial but would like to modify to your liking, you can edit that view.
To edit an alert view, take the following steps:
- Click on the Positions & Alerts tab (1) in the main menu at the top of the page.
- Click on the Alerts tab (2), and then scroll to the right side of the page to view the available views as follows:
- Select your view to edit, and click on the edit (pencil) icon to make any changes to your view.
- Edit the name (1), if applicable.
- Click the check boxes for columns to add to the view, or deselect columns you would like to remove.
- To rearrange columns, simply click on the column header in the area below and drag and drop it to its new location (2).
- Please note that you cannot move the Actions, Status, SSI, VQ%, or Symbol columns.
- If you would like to save your edits as a new view, select “Save as New” (3). Otherwise, select “Save.”
- To delete a view, select “Delete View” (4).
Note: If you have only one view, it cannot be deleted.
Editing and Deleting
Exporting and Printing
Types of Alerts