Reports
# Reports
Reports lets you create and manage scheduled reports—named jobs that run once or on a recurring schedule, optionally filter accounts/data, and deliver results by email (and FTP when enabled).
Open it from the sidebar: Reports.
Browser title: Rival Risk - Reports.
Related articles: [Navigation](#) · [Scenario Templates](#) · [VaR Analysis](#) · [Working with Grids](#) · [Creating and Managing Alerts](#)
---
## What Reports does
Use this page to:
- Schedule Snapshot, PDF, Excel, Detailed, Combined, or OCC reports
- Choose single-run or recurring schedules
- Limit which accounts (and optional data conditions) are included
- Email completed reports to a distribution list
- Enable/disable or delete saved report definitions
> Screenshot: Reports page with the reports grid and Add New.
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## Page layout
1. Toolbar — Add New
2. Reports grid — saved scheduled reports
3. Wizard (popup) — Add New Scheduled Report / Edit Scheduled Report
Confirm the sidebar shows Connected before creating or saving.
Grid tools (sort, Column Chooser via header context menu): [Working with Grids](#).
> Screenshot: Reports grid with Add New.
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## Reports list
| Action | How |
|---|---|
| Create | Click Add New |
| Edit | Double-click a report row |
| Enable/disable | Edit → Enable this report → save |
| Delete | Open the report → Delete → confirm |
Disabled reports remain in the list but will not run automatically.
> Screenshot: Double-click a row to open Edit Scheduled Report.
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## Create a report (5-step wizard)
1. Click Add New.
2. Complete steps using Next / Back:
1. Basic Info
2. Schedule
3. Filters
4. Notifications
5. Summary (labeled Review & Confirm)
3. Click Save Report.
4. Or Cancel to discard.
While editing an existing report, you can jump to a step from the step rail (same pattern as Alert Setup).
> Screenshot: Wizard step rail (Basic Info → Summary).
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## Step 1 — Basic Info
Heading: Basic Information
### Always available
| Field | Description |
|---|---|
| Report Name | Required descriptive name |
| Enable this report | On/off (disabled reports do not run automatically) |
| Report Type | Snapshot, EOD PDF Report, Combined Report, Excel Slides Report, Detailed Report, OCC Report |
### Report types (overview)
| Report Type | Typical use |
|---|---|
| Snapshot | Point-in-time snapshot report |
| EOD PDF Report | End-of-day PDF package |
| Combined Report | Combined report package |
| Excel Slides Report | Excel output driven by a slide template |
| Detailed Report | Detailed PDF/report with slide options |
| OCC Report | OCC-oriented report |
Type-specific options appear under Report Type when relevant.
### Excel Slides Report / Detailed Report options (examples)
When Excel Slides Report (and similarly Detailed Report where shown) is selected, you may set:
| Control | Examples / notes |
|---|---|
| Excel Report Type | PnL Only; Slide w/ Full Greeks |
| Slide Template | _Default_ or a saved scenario template |
| Excel Details Level | Summarize Data By Account; Category/Symbol level details |
| Run Slides Using | Current Market Vol; Prev Closing Vol |
| Use SOD Position | Use start-of-day position |
| Calculate VaR? | When on, set VaR Confidence (%) and VaR Days Ahead |
| Export raw data as csv file | Include raw CSV export |
Other report types show their own task options (for example position mode on EOD/OCC/Combined). Choose the type first, then complete the fields that appear.
> Screenshot: Basic Information with Report Type = Excel Slides Report and slide options.
---
## Step 2 — Schedule
Heading: Schedule
Choose Single Run or Recurring Run.
### Single Run
1. Set Run Time (hour : minute + AM/PM).
2. Select Days of Week (Sun–Sat).
- Leave all unselected to run every day.
3. Optionally enable Run on holidays.
### Recurring Run
1. Set Time Range — Start Time → End Time (each with hour : minute + AM/PM).
2. Choose how often the report runs within that window (**every N minutes**).
Allowed intervals depend on report type (examples):
| Report Type | Example intervals (minutes) |
|---|---|
| Snapshot / OCC | 15, 20, 25, 30, 35, 40, 45, 50, 55, 60 |
| EOD PDF / Combined | 15, 30, 35, 60 (as offered) |
| Excel / Detailed | 60, 120, 180, 240, 300, 360 |
3. Select Days of Week for the recurring window.
4. Optionally enable Run on holidays.
> Screenshot: Single Run schedule.
> Screenshot: Recurring Run with start/end and interval.
---
## Step 3 — Filters
Heading: Account Filters
### Account tree
1. Select accounts to include.
2. Leave all selected to include all accounts.
### Data Filter (Optional)
Expand Data Filter (Optional) to add numeric row conditions (up to five).
1. Check values at this level — evaluation grouping, for example:
- Firm
- Master/Office
- Trading Group
- Portfolio
- And (for many report types) Category / Underlying / Instrument across or per account
Excel Slides Report and Detailed Report use the account-level group-by list only.
2. Choose All conditions (AND) or Any condition (OR).
3. Add condition cards (data column + operator + values), same style as alert triggers.
4. Leave with — None if you do not need data filters.
Incomplete data-filter conditions block Next until fixed.
> Screenshot: Account Filters tree.
> Screenshot: Data Filter expanded with conditions.
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## Step 4 — Notifications
Heading: Notification Settings
| Control | Description |
|---|---|
| Send email on report completion | Email when the job finishes |
| Enable FTP | Shown only when FTP delivery is available in your environment |
| Distribution List | [Owner] or a named list |
| Email Recipients | Read-only addresses resolved from the selected list |
> Screenshot: Notification Settings with email toggle and distribution list.
---
## Step 5 — Summary
Heading: Review & Confirm
Review:
- Report Name
- Status (Enabled / Disabled)
- Report Type
- Schedule (single time or recurring window + interval)
- Filters / notifications summary
Click Save Report to store the definition.
Footer actions also include Delete (existing reports), Cancel, Back, and Next on earlier steps.
> Screenshot: Review & Confirm with Save Report.
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## Edit, enable, or delete
### Edit
1. Double-click a row in the Reports grid.
2. Change any wizard step.
3. Save Report.
### Enable / disable
1. Edit the report.
2. Toggle Enable this report on Basic Info.
3. Save.
### Delete
1. Edit the report.
2. Click Delete.
3. Confirm.
---
## Practical workflows
### Daily EOD PDF
1. Add New → name it → type EOD PDF Report → enable.
2. Schedule → Single Run at your EOD time → weekdays.
3. Filters → select desks/accounts.
4. Notifications → email on completion to the risk distribution list.
5. Save.
### Intraday Excel slides pack
1. Type Excel Slides Report.
2. Choose Slide Template, Excel report type, and vol/position options.
3. Optionally enable Calculate VaR? with confidence/days.
4. Schedule → Recurring Run during market hours (for example every 60 minutes).
5. Save and keep enabled.
### Snapshot with data filter
1. Type Snapshot.
2. On Filters, add a Data Filter (for example a risk measure greater than a threshold) at Trading Group level.
3. Match All conditions or Any condition as needed.
4. Schedule and notify, then save.
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## Troubleshooting
| Symptom | What to try |
|---|---|
| Cannot click Next on Basic Info | Enter a Report Name |
| Data Filter blocks Next | Complete or remove incomplete numeric conditions |
| Slide Template empty | Select Excel/Detailed type while Connected; wait for template list |
| Report never runs | Confirm Enable this report; check schedule days/times and holidays |
| No email | Enable Send email on report completion; verify distribution list |
| FTP option missing | FTP may be disabled for your site |
| Interval list changed after switching type | Each report type has its own allowed recurring intervals |
| Double-click does not edit | Wait for grid load; confirm Connected |
---
## Quick reference
| I want to… | Do this |
|---|---|
| Create a report | Add New → steps 1–5 → Save Report |
| Edit | Double-click row → edit → Save Report |
| Run once at a time | Schedule → Single Run |
| Run repeatedly | Schedule → Recurring Run |
| Limit accounts | Filters → account tree |
| Add numeric filters | Filters → Data Filter (Optional) |
| Email results | Notifications → send email + distribution list |
| Stop without deleting | Disable Enable this report → Save |
| Remove | Edit → Delete |
---
## Related articles
- [Navigation](#)
- [Scenario Templates](#)
- [Run Scenarios](#)
- [VaR Analysis](#)
- [Working with Grids](#)
- [Creating and Managing Alerts](#)
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## Screenshot checklist (for authors)
1. Reports page + Add New
2. Wizard step rail
3. Basic Info (name, enable, report type)
4. Excel Slides type-specific options
5. Single Run schedule
6. Recurring Run (range + interval)
7. Account Filters
8. Data Filter (Optional)
9. Notifications
10. Review & Confirm + Save Report
11. Edit / Delete on an existing report
Replace # related-article links with live riskdocs URLs when those articles are published.
Publishing note: This is a new riskdocs article for the React Reports page (not covered in the classic Rival Risk category list). Keep type-specific option screenshots for the report types your clients actually use.