Account Activity

The Account Activity window displays the status of your order and the filled information. To open a new Account Activity window, Click the Account Activity option from the main window’s New Item Menu.

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Properties: Brings up the properties for the account activity window. Print: Print the account activity window (must have a printer configured). Note: You can also click the drop down to save to a PDF, copy to clipboard, or save to Excel. Default Sort: Sort Descending by Order Submission Time. Account Toggle: Useful for multiple accounts. By clicking the toggle you switch between viewing the activity for just the currently selected account or the activity for all your accounts. Firm Drop Down: Filter account activity by firm. View Tabs: Various filtered views of account activity. Total Number of Rows: The total number of rows displayed in the current view.