Differences

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--- scans:working_with_scan_results [2019/07/01 21:26]
127.0.0.1 external edit
+++ scans:working_with_scan_results [2022/11/02 20:17] (current)
betseyp [Scheduled Scans]
@@ Line 20: / Line 20: @@
   - Scan Criteria/Information
-  - Available Actions Box
+  - Member Actions Buttons
   - Number of Results Returned
   - Scan Date
@@ Line 34: / Line 34: @@
 ===== Viewing Scan Criteria/Information =====
-In the Standard and Advanced Scan Results pages, there is a blue Scan Criteria Box at the top of the page that shows the scan name (if it is a saved scan), the scan criteria and any starting date adjustments that have been made.
+In the Standard and Advanced Scan Results pages, there is a Scan Criteria Box at the top of the page that shows the scan name (if it is a saved scan), the scan criteria, and any starting date adjustments that have been made.
 {{:scans:scanresultscriteria.png}}
-However, for Predefined Scan Results, the scan criteria are not shown directly on the page. Clicking the "Click here to edit this scan" link in the top right corner will load the scan criteria in the Advanced Scan Workbench, allowing you to view the scan clauses, as well as potentially modifying the criteria to save as your own scan:
+However, for Predefined Scan Results, the scan criteria are not shown directly on the page. Clicking the blue "Edit Scan Criteria" button in the Member Actions area will load the scan criteria in the Advanced Scan Workbench, allowing you to view the scan clauses, as well as potentially modify the criteria to save as your own scan:
 {{:scans:predefscanedit.png}}
-Both the Predefined and Custom Scan Results pages show you the date of the scan and the number of results returned at the top of the page. Remember that, if more than 999 results are returned, only the first 999 will be displayed in the scan results.
+Both the Predefined and Custom Scan Results pages show you the date of the scan and the number of results returned at the top of the page. Remember that, if more than 2000 results are returned, only the first 2000 will be displayed in the scan results. A notification will be displayed next to the results count indicating that your scan results may have been truncated.
 ===== Viewing Scan Results =====
@@ Line 67: / Line 67: @@
 In the far left column of the Results Table, there are several icons that can be used to launch a chart for that symbol in a new browser window. From left to right, the links launch:
+  * The [[:reports:symbol-summary|Symbol Summary]] for that symbol
   * A default [[:sharpcharts|SharpChart]]
   * A [[:sharpcharts|SharpChart]] that attempts to display indicators and overlays used in your scan criteria (not available for Predefined Scan Results)
+  * A [[:acp|StockChartsACP]] chart
   * A [[:other-tools:gallery-view|Gallery View]] chart
   * A [[:other-tools:pnf-charts|Point and Figure chart]]
-  * A[[:other-tools:seasonality|Seasonality chart]]
+  * A [[:other-tools:seasonality|Seasonality chart]]
 ==== Customizing the Results Table ====
-If you don't need all the standard columns in the Results Table, you can click the "Columns" button above the table and click on the columns you want to exclude. Visible columns will be highlighted in blue on this list, while excluded columns will be highlighted in gray. Simply click the column again to toggle it back to visibility.
+If you don't need all the standard columns in the Results Table, you can click the "Columns" button above the table and click on the columns you want to exclude. Visible columns will be checked and highlighted in dark gray on this list, while excluded columns will be unchecked and highlighted in light gray. Simply click the column again to toggle it back to visibility.
-Additionally, above the Results Table, you can change the number of results that are displayed at one time (the default is 100 results). If you have more results than will fit on the page, "Previous" and "Next" buttons will be available at the bottom of the results table, allowing you to scroll through the pages of results.
+Additionally, above the Results Table, you can change the number of results that are displayed at one time (the default is 500 results). If you have more results than will fit on the page, "Previous" and "Next" buttons will be available at the bottom of the results table, allowing you to scroll through the pages of results.
 {{:scans:scanresultspaging.png}}
@@ Line 93: / Line 95: @@
 ===== Saving/Exporting Scan Results =====
-There are numerous ways to save your scan results for later use. From the "Available Actions" menu above the Results Table, you can:
+There are numerous ways to save your scan results for later use. You can:
-  * Store the results in a new ChartList.
+  * Store the results in a new SharpCharts or ACP ChartList.
-  * Merge the results with an existing ChartList.
+  * Merge the results with an existing SharpCharts or ACP ChartList.
-  * Replace the results of an existing ChartList.
+  * Replace the results of an existing SharpCharts or ACP ChartList.
   * Download results to a new CSV file.
+**Note:** Only Extra and Pro members are able to save their scan results to a ChartList.
 ==== Storing in a New ChartList ====
-If you select the option to save the results in a new ChartList, you will be prompted to enter a name for said ChartList. The name will be set to "Scan Results" plus today's date, but you can modify or replace this suggestion.
+To store the results in a new ChartList, click the green "Save to ChartList" button in the Member Actions section above the results table, and make sure the "New List" tab is selected. You will be prompted to choose either a SharpCharts or ACP ChartList, and enter a name for the new ChartList. The name will be set to "Scan Results" plus today's date, but you can modify or replace this suggestion.
 By default, the ChartList will sort the scan results by name. If you want them sorted in the same order as the results table, check the "Preserve Sort Order" checkbox. This ChartList sorting is achieved by prepending numbers to the name of each chart in the ChartList.
-Remember that a ChartList can only hold 500 items. If there are more than 500 results for the scan, only the first 500 will be copied to the ChartList. Also, you must have room on your account to add another ChartList.
+Remember that a ChartList can only hold 1000 items. If there are more than 1000 results for the scan, only the first 1000 will be copied to the ChartList. Also, you must have room on your account to add another ChartList.
 ==== Merging with an Existing ChartList ====
-The process for merging with an existing ChartList is very similar to storing in a new ChartList. The main difference is that, instead of being prompted to enter a name for your new ChartList, you are asked to select an existing ChartList from a list of all your ChartLists.
+This option is often used by members who run the same scan every day and want to update their list with the latest scan results.
-Once you select a ChartList and click "OK," any scan results that are not already on the ChartList will be added to the existing charts on the ChartList, up to a maximum of 500 items. Thus, if you merged with an existing ChartList that had 425 items, at most 75 new charts from the scan results could be added when merging.
+The process for merging with an existing ChartList is very similar to storing in a new ChartList. The main difference is that you select the "Merge with List" tab after clicking the "Save to ChartList button. Instead of being prompted to enter a name for your new ChartList, you will be asked to select an existing ChartList from a list of all your SharpCharts and ACP ChartLists.
+Once you select a ChartList and click "OK," any scan results that are not already on the ChartList will be added to the existing charts on the ChartList, up to a maximum of 1000 items. Thus, if you merged with an existing ChartList that had 925 items, at most 75 new charts from the scan results could be added when merging.
 ==== Replacing an Existing ChartList ====
-The process for replacing an existing ChartList is also very similar. In this case, you are prompted to select an existing ChartList from a list of all your ChartLists.
+The process for replacing an existing ChartList is also very similar. In this case, you select the "Replace List" tab after clicking the "Save to ChartList" button. You will be prompted to select an existing ChartList from a list of all your SharpCharts and ACP ChartLists.
 Like with the process for storing in a new ChartList, you can check the "Preserve Sort Order" checkbox if you want the ChartList to be sorted in the same order as you have sorted your scan results. Again, this ChartList sorting is achieved by prepending numbers to the name of each chart in the ChartList.
-Once you select a ChartList and click "OK," all existing charts are removed from the ChartList and the scan results are added in their place, up to a maximum of 500 items.
+Once you select a ChartList and click "OK," all existing charts are removed from the ChartList and the scan results are added in their place, up to a maximum of 1000 items.
 ==== Downloading to a CSV ====
-When you choose this option, your scan results will be saved to a CSV file, which you can download to your computer.
+When you click the grey "Download CSV" button in the Member Actions section, your scan results will be saved to a CSV file, which you can download to your computer.
 The results in the CSV file will use the same sort order as your Results Table.
-Note that the CSV file does not have a 500-item limit like ChartLists, so you can get up to 999 results in the CSV file.
+Note that the CSV file does not have a 1000-item limit like ChartLists, so you can get up to 2000 results in the CSV file.
+==== Scheduled Scans ====
+StockCharts also offers Extra and Pro members the ability to schedule one of their saved scans to run at a specified time and automatically save the scan results to a ChartList. For more detailed information about this option, please see our Support Center article on [[:scans:advanced_scan_workbench#scheduling_your_scan|Scheduled Scans]].
 ===== Reviewing/Refining Scan Results =====

Working with Scan Results

Differences