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Empirasign Blog Entry: Daily Recaps in Excel



Daily Recaps in Excel

June 29, 2015

Depending on how many bonds you are watching in Portfolio, the Daily Recap email you receive can be quite voluminous. To facilitate easier processing of all this information, Daily Recap emails now come with a nicely formatted Excel report attached (see screenshot below).

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Daily Recaps Quick Review

For those of you not familiar with the Daily Recap Email Alerts, they are a compendium of all the BWIC and Offer Alerts you receive during the trading day in one email. For your Portfolio bonds, you can receive real-time alerts or daily recaps, both or neither. For many of our users involved in valuation work, daily recaps are essential to conducting their job processes in an effective manner. Irrespective of your job function, receiving these data in a more structured and easier to manipulate format will be a boon to all users.

To Activate...

Make sure your Portfolio is up-to-date and your Daily Recap Email Alerts are toggled to ON (switch found on Portfolio page, above your bonds).

You can read more about Alerts and Recaps at the following links:

BWIC Alerts
Offer Alerts
Daily Recaps




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