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You can select the transaction type that is displayed in the report at runtime.

To create a new report that uses option:

1. In the PACE Client, click the Reporting link.
   You see the Report Studio.

2. Create the Option first. The Option is selected when the Advanced Report Rule is created.

3. Click the Build Report Components link.

4. Select the Components tab, and expand the Advanced Reporting folder.

5. Click Compose.

6. From the Building a New Report Rule dialog box, select Advanced Reporting and click Next.

7. Right-click in the Options section and select New Option.
   You see the Add/Edit Option dialog box.

   

8. Complete the following fields in this dialog box:
   Name. Type the option name. The name cannot contain any spaces and cannot be longer than 24 characters.
   Caption. Type the text to be displayed to the user at runtime. This text is displayed on the first window of the Advanced Report Profile wizard in theParameter column. The caption limit is 255 characters.
   Comments. Enter a comment. The comment is displayed on the first page of the Advanced Report Profile. It appears in a pop-up window when the user moves the cursor above the Option.
   Default Value. Select a default value, such as Purchase (optional).
   Properties. Click the check box next to Required.
   Type drop‑down list. Select Code and click Ellipsis. The Select a Code dialog box appears. Scroll down, select TRANSACTION TYPES, and click OK.
   You see the Add/Edit Option dialog box.

9. Click OK.
   You see theAdvanced Report Rules dialog box.

10. Сreate the Advanced Report Rule.
    The Namefield is the name of the Advanced Report Rule. This name is also used in an Advanced Report Table of Contents.
    The Available Reports section is associated with the Visual Basic portion of the Advanced Report Rule. Leave this section blank. You populate this section after the Visual Basic component is completed.

11. Click New.
    You see the Select Profile dialog box.

12. Expand the Trades folder, and then expand Multi-Period. All of the Trades Multi-Period reports created by you or published by other users of PACE are listed in this section. Double-click a report profile that contains the Transaction Code, either in theField orGroupingRule.
    You see the Advanced Report Rule dialog box. Continue with the following procedure to create the advanced report rule.

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