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Root Directory. Enter the storage location for the report files. If storing reports on a UNIX directory, enter the UNIX directory name. If storing reports on a Windows directory, enter the directory in Windows format, for example, \\windows\reports. Make sure the PACE server and Application server both have read and write access to the selected location. There must be a PACE server or Application server running on the platform where the reports are stored.

Directory Rule. Defines the directory where the report files are stored. The directory is created on the server when the report is saved. You can use more than one directory rule to create multiple directory levels. For example, if the directory rule is set to Standard PACE Report Type, a directory below the root directory is created for each report type, such as Position, Security and Trades. Other options, such as report effective date, create the underlying directory based on effective date of the report. If the Directory Rule does not apply, the directory Unknown is created in the root directory. For example, if the directory rule contains Client ID, but Client ID is not part of the report, the Unknown directory is created.

File Rule. Defines the name of the report files. The report files are created when the report is saved. You can use more than one file rule to create the report name. If you select multiple file rules, the file name starts with the first rule. All preceding rules are added to the name. If you select Report Name as the file rule, the name of the report rule is used. To make each file name unique, the schedule queue instance from the PACE_MASTERDBO.SCHEDULE_QUEUE table is appended to the end of the file rule. If the File Rule does not apply, the file Unknown is created. For example, if the file rule contains Client ID, but Client ID is not part of the report, the Unknown file is created.