---
title: "Using the Order Blotter"
slug: "using-the-order-blotter"
updated: 2025-04-23T08:11:18Z
published: 2025-04-23T08:11:18Z
canonical: "support.lusid.com/using-the-order-blotter"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using the Order Blotter

The Order Blotter in the [LUSID web app](https://www.lusid.com/app) enables you to perform the following activities and monitor the progress of your orders:

- Create orders
- Block orders
- Run pre-trade compliance checks
- Place your orders in the market
- Record and receive executions
- Allocate executions and book transactions

You can click anywhere on an order block row to view a detailed breakdown of the associated orders, placements, executions and allocations:![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(690).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A04Z&se=2026-11-09T07%3A00%3A04Z&sr=c&sp=r&sig=ZMpKDONV7NO3805DbEB2Vcz%2BSjlVfQk9GX789d7NehQ%3D)

## Order creation

You can create individual orders by clicking **Create order**, and monitor the progress of all your orders. [See how to create an order.](/v1/docs/how-do-i-create-an-order)

> [!NOTE]
> Note
> 
> To create bulk orders, [use the Rebalance dashboard](/v1/docs/configuring-rebalancing-use-cases-in-the-rebalance-dashboard).

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(628).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A04Z&se=2026-11-09T07%3A00%3A04Z&sr=c&sp=r&sig=ZMpKDONV7NO3805DbEB2Vcz%2BSjlVfQk9GX789d7NehQ%3D)

## Order blocking

The Order Blotter displays all outstanding and in-progress blocks, which you can filter and monitor. You can automatically block matching orders together, ready for placement, by selecting two or more blocks and clicking **Block all relevant**. [See how to block orders.](/v1/docs/how-do-i-block-orders)

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(629).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A04Z&se=2026-11-09T07%3A00%3A04Z&sr=c&sp=r&sig=ZMpKDONV7NO3805DbEB2Vcz%2BSjlVfQk9GX789d7NehQ%3D)

## Pre-trade compliance

Use the Order Blotter to monitor the compliance status of your blocks. You cannot create a placement for a block until it passes a pre-trade compliance check. [See how to configure and run pre-trade compliance.](/v1/docs/how-do-i-perform-a-pre-trade-compliance-run-and-view-the-results)

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(630).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A04Z&se=2026-11-09T07%3A00%3A04Z&sr=c&sp=r&sig=ZMpKDONV7NO3805DbEB2Vcz%2BSjlVfQk9GX789d7NehQ%3D)

## Placements

You can place blocks in part or in full and monitor progress using the Order Blotter. [See how to create a placement.](/v1/docs/how-do-i-create-a-placement)

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(691).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A04Z&se=2026-11-09T07%3A00%3A04Z&sr=c&sp=r&sig=ZMpKDONV7NO3805DbEB2Vcz%2BSjlVfQk9GX789d7NehQ%3D)

## Executions

Monitor the progress of executions you receive, or record executions manually. [See how to create or receive executions.](/v1/docs/how-do-i-create-or-receive-an-execution)

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(689).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A04Z&se=2026-11-09T07%3A00%3A04Z&sr=c&sp=r&sig=ZMpKDONV7NO3805DbEB2Vcz%2BSjlVfQk9GX789d7NehQ%3D)

## Allocations and transaction booking

Use LUSID’s built-in allocation algorithms to allocate fills as you receive executions. You can reallocate until you book allocations as transactions. [See how to allocate executions and book transactions.](/v1/docs/how-do-i-allocate-blocks)

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(692).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A04Z&se=2026-11-09T07%3A00%3A04Z&sr=c&sp=r&sig=ZMpKDONV7NO3805DbEB2Vcz%2BSjlVfQk9GX789d7NehQ%3D)

###