Questions on using, creating, or understanding data in Fund Manager reports.
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- View currency info in Capital Gains Reports
by gbenn » Sun Mar 10, 2013 12:58 pm
- 8 Replies
- 4562 Views
- Last post by Laika
Tue Mar 25, 2014 7:01 pm
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- Creating A Custom Report with Risk Measurements
by Dave Crawford » Fri Mar 14, 2014 1:13 pm
- 4 Replies
- 2350 Views
- Last post by Dave Crawford
Sun Mar 16, 2014 12:27 pm
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- A report delivering the total cost of holdings?
by inept » Sat Mar 15, 2014 3:38 pm
- 2 Replies
- 1575 Views
- Last post by inept
Sat Mar 15, 2014 4:31 pm
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- include income from sold assets
by alpappy » Fri Mar 14, 2014 2:15 pm
- 1 Replies
- 1235 Views
- Last post by Mark
Fri Mar 14, 2014 2:24 pm
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- Capital gains report gross proceeds inconsistency
by modelerMike » Thu Feb 27, 2014 3:29 pm
- 3 Replies
- 2146 Views
- Last post by Mark
Sat Mar 01, 2014 1:09 pm
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- Reports - Best for Gains, ROI's, Yields - Inputs and Results
by akahrim » Sat Feb 15, 2014 3:50 pm
- 1 Replies
- 1415 Views
- Last post by Mark
Sun Feb 16, 2014 5:34 pm
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- Asset type report
by Ivan » Sun Feb 02, 2014 5:38 pm
- 4 Replies
- 2450 Views
- Last post by Ivan
Tue Feb 04, 2014 12:39 pm
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- Contribution- Transfers
by astraseske » Fri Apr 12, 2013 10:38 am
- 5 Replies
- 3025 Views
- Last post by Mark
Fri Jan 31, 2014 7:29 pm
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- Performance Attribution
by bfoster » Mon Jan 13, 2014 11:50 am
- 2 Replies
- 1659 Views
- Last post by bfoster
Mon Jan 13, 2014 12:47 pm
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- Exec Summary reconciliation
by elliots » Wed Jan 08, 2014 3:45 pm
- 3 Replies
- 1852 Views
- Last post by Mark
Wed Jan 08, 2014 7:24 pm
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- Turn off page numbering in batch reporting
by elliots » Wed Jan 08, 2014 11:40 am
- 1 Replies
- 1213 Views
- Last post by Mark
Wed Jan 08, 2014 3:31 pm
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- Emailing Reports as PDF documents
by Cole » Thu Dec 26, 2013 8:44 am
- 1 Replies
- 1903 Views
- Last post by Mark
Thu Dec 26, 2013 10:30 am
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- Report of Distributions
by Ivan » Sat Nov 16, 2013 3:18 pm
- 3 Replies
- 2368 Views
- Last post by Mark
Sun Nov 17, 2013 11:34 am
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- Batch Reporting - Floating Date
by bkennedy » Fri Nov 08, 2013 2:07 pm
- 1 Replies
- 1525 Views
- Last post by Mark
Fri Nov 08, 2013 2:20 pm
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- Portfolio Performance report
by gcm223 » Thu Nov 07, 2013 1:29 pm
- 1 Replies
- 1524 Views
- Last post by Mark
Thu Nov 07, 2013 6:55 pm
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- Cash Performance Numbers
by gcm223 » Thu Nov 07, 2013 9:11 am
- 1 Replies
- 1505 Views
- Last post by Mark
Thu Nov 07, 2013 9:26 am
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- Pro-rated mid-quarter deposit into account
by Chandeleur » Mon Nov 04, 2013 12:21 pm
- 4 Replies
- 2604 Views
- Last post by Chandeleur
Tue Nov 05, 2013 9:34 am
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- Invoice not showing subportfolios
by Chandeleur » Fri Oct 18, 2013 1:43 pm
- 5 Replies
- 2996 Views
- Last post by Chandeleur
Mon Nov 04, 2013 9:52 am
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- Income Schedule.
by aviator » Sat Nov 02, 2013 12:54 pm
- 3 Replies
- 2269 Views
- Last post by Mark
Mon Nov 04, 2013 8:59 am
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- bond report
by alpappy » Fri Nov 01, 2013 11:21 am
- 1 Replies
- 1477 Views
- Last post by Mark
Fri Nov 01, 2013 11:39 am
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- make columns fit and save
by alpappy » Sun Oct 27, 2013 12:29 pm
- 1 Replies
- 1480 Views
- Last post by Mark
Mon Oct 28, 2013 9:41 am
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- Interpolation asterisk in Pro version
by dana » Wed Oct 23, 2013 1:13 am
- 3 Replies
- 2173 Views
- Last post by Mark
Thu Oct 24, 2013 8:39 am
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- Capital Gains Report, Buy Dates
by CGB » Wed Oct 09, 2013 11:38 am
- 2 Replies
- 1868 Views
- Last post by CGB
Wed Oct 09, 2013 12:32 pm
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- Custom Report for % Above 10Month MA?
by Bosox13 » Fri Sep 27, 2013 7:54 am
- 2 Replies
- 1946 Views
- Last post by Bosox13
Sun Sep 29, 2013 12:54 pm
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- Custom reports disappeared from menu on reinstall
by iwik » Thu Sep 26, 2013 3:14 am
- 3 Replies
- 2365 Views
- Last post by Mark
Thu Sep 26, 2013 1:05 pm
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- % Above/Below MA
by Bosox13 » Fri Sep 20, 2013 7:21 am
- 2 Replies
- 1812 Views
- Last post by Bosox13
Mon Sep 23, 2013 4:17 am
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- sum of two colums
by alpappy » Sat Sep 21, 2013 9:50 pm
- 1 Replies
- 1525 Views
- Last post by Mark
Sun Sep 22, 2013 10:23 am
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- Report Settings.
by aviator » Fri Sep 13, 2013 1:14 pm
- 1 Replies
- 1524 Views
- Last post by Mark
Fri Sep 13, 2013 2:22 pm
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- Rebalance Reporting Sub-Totals
by AssetHound » Thu Sep 05, 2013 7:29 am
- 2 Replies
- 1853 Views
- Last post by AssetHound
Thu Sep 05, 2013 3:26 pm
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- Reporting distributions in different currencies
by pg888 » Sat Aug 24, 2013 2:02 am
- 3 Replies
- 2373 Views
- Last post by pg888
Sat Aug 24, 2013 11:22 am
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- Setting the end date for a report to the last trading day.
by flan10 » Sun Aug 18, 2013 6:30 pm
- 1 Replies
- 1531 Views
- Last post by Mark
Mon Aug 19, 2013 8:24 am
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- Sub-Totals For Custom Fields
by AssetHound » Thu Aug 08, 2013 8:31 am
- 2 Replies
- 1919 Views
- Last post by AssetHound
Fri Aug 09, 2013 2:59 pm
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- Listing investments in a report in alphabetical order
by Phil » Sat Aug 03, 2013 8:25 am
- 1 Replies
- 1567 Views
- Last post by Mark
Sat Aug 03, 2013 9:37 am
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- Portfolio Performance
by cricketbunty » Sun Jul 28, 2013 6:54 pm
- 1 Replies
- 1606 Views
- Last post by Mark
Mon Jul 29, 2013 8:20 am
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- Aggregate Reporting of positions
by Chandeleur » Fri Jul 19, 2013 4:04 am
- 2 Replies
- 1785 Views
- Last post by Chandeleur
Fri Jul 19, 2013 8:10 pm
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- New User problem
by nrsmd » Sun Jul 07, 2013 10:31 am
- 1 Replies
- 1496 Views
- Last post by Mark
Sun Jul 07, 2013 11:20 am
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- OPP basis per share without dividends
by Ivan » Thu Feb 14, 2013 11:27 am
- 4 Replies
- 2753 Views
- Last post by Mark
Sat Jul 06, 2013 4:53 pm
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- Investment Order Stack
by jnewton » Fri Jun 14, 2013 1:30 pm
- 4 Replies
- 2503 Views
- Last post by jnewton
Mon Jun 17, 2013 9:09 am
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- Consolidating Positions Into a Single Line Item
by mbaniewicz » Thu Jun 06, 2013 10:50 pm
- 3 Replies
- 2259 Views
- Last post by Mark
Fri Jun 07, 2013 10:49 am
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- Field Header Problems
by AssetHound » Tue May 28, 2013 6:04 pm
- 3 Replies
- 2031 Views
- Last post by Mark
Fri Jun 07, 2013 9:22 am
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- Cost basis report
by glenm » Wed May 29, 2013 4:38 pm
- 1 Replies
- 1461 Views
- Last post by Mark
Wed May 29, 2013 4:55 pm
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- Track Portfolio Growth vs New Funding
by cricketbunty » Sun May 05, 2013 3:26 pm
- 3 Replies
- 2382 Views
- Last post by Mark
Sun May 05, 2013 5:53 pm
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- Modify existing memorized reports
by Paul » Mon Apr 29, 2013 8:21 am
- 5 Replies
- 3076 Views
- Last post by Mark
Mon Apr 29, 2013 1:01 pm
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- Scottrade and dividends.
by ddmk6 » Sun Nov 20, 2011 3:03 pm
- 8 Replies
- 5330 Views
- Last post by cricketbunty
Sun Apr 07, 2013 12:51 pm
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- Inv_incptn returning wrong data
by abruehl » Tue Mar 19, 2013 12:38 pm
- 1 Replies
- 1654 Views
- Last post by Mark
Tue Mar 19, 2013 4:10 pm
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- Add "subtotal by / list by" to capital gains report
by gbenn » Mon Mar 11, 2013 12:10 pm
- 5 Replies
- 3487 Views
- Last post by Mark
Mon Mar 11, 2013 2:04 pm
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- How Can I Delete Asset and Investment Goal Labels
by ThomasK » Wed Feb 20, 2013 10:37 am
- 2 Replies
- 2025 Views
- Last post by ThomasK
Thu Feb 21, 2013 12:45 pm
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- Cash Book Value does not reflect Shares held at $1/share
by ThomasK » Wed Feb 20, 2013 11:02 am
- 1 Replies
- 1716 Views
- Last post by Mark
Wed Feb 20, 2013 11:49 am
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- How to generate a report showing accrued interest
by Segunmichael » Fri Jan 18, 2013 1:44 am
- 4 Replies
- 2883 Views
- Last post by Segunmichael
Thu Feb 14, 2013 4:36 am
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- Change Shading on Reports
by ThomasK » Wed Feb 13, 2013 8:06 am
- 1 Replies
- 1529 Views
- Last post by Mark
Wed Feb 13, 2013 8:47 am
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