Update a saved PnL launcher item.
Replaces PnL preferences on a saved item owned by the current caller. If the selected portfolio or report definition changes, the prior report-run linkage is cleared. The saved-item identifier is distinct from the report-run identifier. Updating preferences does not run or cancel a report.
Authorizations
OAuth2 access-token requested from AWS Cognito and provided as a Auth Bearer header
Body
The body containing Item with the required saved-item Id, accessible ReportName and PortfolioName, optional PortfolioType, reporting currency, market-data environment names, real-time and run-date flags, optional run linkage, InitialDate, FinalDate, and optional LookbackPeriod. Caller, organisation, and internal identifiers are server-managed.
Payload for updating a saved P&L report launcher item.
Derivitec.Web.Core.ReportLauncher.ApiPnlReportLauncherItemEditRequest, Derivitec.Web.Core Organisation-scoped name of the report definition to use. The value must not be null or empty.
"Daily risk overview"
Currency in which report values are expressed. When null, the service uses the caller's configured reporting currency or USD.
"USD"
Names of market-data environments to use for the report. The list is empty by default.
Name of the portfolio to select. The value must not be null or empty.
"Example portfolio"
Portfolio category used to resolve the requested portfolio. It may be omitted when the portfolio name resolves unambiguously.
derivitec, enfusion, orchestrade, liquidity_book, maia, fund_studio, not_set P&L-specific saved report-launcher item.
Response
Returns the update outcome, including missing, inaccessible, or non-owned item failures in the response envelope.
Common operation outcome containing a success indicator and any error messages.
Derivitec.Web.Core.ApiBaseResponse, Derivitec.Web.Core Whether the operation completed successfully. The default is true; error outcomes set it to false.
true
Messages explaining operation-level failures. The collection is empty by default.