Profiles

Profiles consist of pre-defined search queries called global templates and user-customized search profiles, which users create, save and manage.

Global Templates

Global templates--e.g., EBS (Foreign Exchange)--are accessible to users to quickly populate predetermined fields geared for a particular market. These templates have fields selected that are relevant to each asset class and include appropriate columns.

Note: CME Group may create additional Global Templates as needed.

  1. To search with a Global Template
  1. Select the Global Template from the Profile menu.

  2. Populate the required fields
    • Firm Type
    • Firm
    • Multi Leg Reporting Type
    • Start Time
  3. Select Search.

User-Customized Profile

  1. To save a user-defined search query as a profile
  1. Use the Search Trades feature to identify your search criteria including the selection of specific columns and sort order.
  2. Select Save in the My Profiles section.

  3. Provide a descriptive name and select Save. Optional: Check the box Make This My Default Profile.

Note: Upon login, your default profile runs its search query for the current date (using the current date in all date fields).

 

  1. To use a saved profile
  1. Use the drop-down menu for Profiles and select from the list of previously saved profiles. Result: The Search fields populate with options from the saved profile.
  2. Select Search to display the search result. You may then select Reset or the X in the Profiles name to clear the search fields.
  1. To delete a search profile
  1. Use the drop-down menu for Profiles and select from the list of previously saved profiles. Result: The Search fields populate with options from the saved profile.
  2. Select Delete.
  3. Select Yes at the prompt:
  1. To edit profile
  1. Use the drop-down menu for Profiles and select from the list of previously saved profiles. Result: The Search fields populate with options from the saved profile.
  2. Modify content of Search fields as necessary.
  3. Select Save.
  4. Select either to Update Existing or Create New and enter a new Profile Name.
  5. Select Save.