New XCore Portal
Enhanced Report Manager
New Report Manager Release on XCore Portal
PrimeXM announces the release of the new and enhanced Report Manager module in the New PrimeXM XCore Portal in version 2.39. The Report Manager is a powerful reporting system that allows XCore owners to generate reports based on data from their XCore instance.
What do I need to do?
Simply log onto the New XCore Portal or click on the New Portal button on the navigation bar of the old XCore Portal and start using the new Report Manager Module.
Migrating reports from old portal Report Manager
For your convenience, you can automatically migrate your Report Templates, Report Data Filters, and Report Schedules from the old Report Manager module using the Migration Old function available in the New Report Scheduler component.
What is new in the Report Manager?
The New Report Manager module comes with new predefined report templates such as Volume Per Channel/Account, Markup Per Symbol/Channel/Account, Rejected Orders Report, Orders Rejected by Providers, and Max Spread Reject Report. It also offers an intuitive UI allowing effortlessly switching between Grid and Chart reporting as well as easily adjusting the chart display settings. For all the new features and information on how to use them, please refer to the dedicated Help Center page for the Report Manager Module.
Just a reminder….
In the coming months, we will be decommissioning all the modules on the legacy XCore portal to complete the process of replacing it with our new and innovative technology. It is imperative for our clients to be familiar with the New XCore system, check out new features, customize layouts, and build report templates to ensure a smooth and uninterrupted transition.
Your feedback and input are important to our continuous product development and services enhancement. We look forward to hearing from you any suggestions and requirements on the XCore that you can send directly to PrimeXM management on feedback@primexm.com
Any questions?
Feel free to get in touch with us via our XCore Chat module, Slack, or drop us an email to the Account Managers team: AccountManagers@primexm.com or our Support Team Support@primexm.com.
