Selection boxes

 

  • The various features of Fusion 2.0 are based on multicriteria selections
  • In order to ease the use, you will find in the different functions the same selection boxes
  • Depending on the function, some boxes will be present or not
  • In a box, several selected values will be processed with the operator “OR”
  • Between the boxes, several selected values will be processed with the operator “AND”, any inconsistency will lead to a null result

Input mode in boxes

Open and close selection boxes by clicking on

Depending on the type of box, the input method differs :

  • Multiple choice boxes = Activate the box by simple click then enter a few characters to display a choice list, the space bar displays the whole list
  • Single choice boxes = Activate the box by simple click then enter a few characters to display a choice list, hovering the mouse over the input area displays the whole list
  • Date boxes = enter the date or period in the indicated format or use the calendar (differs depending on the browser)

Management units selection

Single list choice – Selects a predefined list of management units (See Bases / List Management)

Single client choice – Selects the management units linked to a client

Multiple clients choice – Selects the management units linked to one or more clients

Single portfolio choice – Selects the management units linked to a portfolio

Multiple portfolios choice – Selects the management units linked to one or more portfolios

Single management units choice – Selects one management unit

Multiple management units choice – Selects one or more management units, the Active button allows to select active , inactive or both management units

Multiple banks choice – Selects the management units linked to one or more banks

Single bank account choice – Selects the management units linked to a bank account

Multiple bank accounts choice – Selects the management units linked to one or more bank accounts

Multiple asset classes choice – Selects the management units linked to one or more asset classes

Asset selection

Select an asset by searching by name or ISIN code

Transactions selection

Multiple choice of transaction types – Select transactions of one or more types

Multiple choice of transaction status – Select transactions of one or more status

Alerts selection

Multiple choice of alert categories

Multiple choice of alerts

Dates selection

Choice of the initial booking period (YYYYMM format)

Choice of the final booking period (YYYYMM format)

Choice of initial value date

Choice of final value date

Choice of initial transaction date

Choice of final transaction date