Questions on using, creating, or understanding data in Fund Manager reports.
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- Asset type report
by Ivan » Sun Feb 02, 2014 5:38 pm
- 4 Replies
- 2393 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
- 2969 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
- 1625 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
- 1811 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
- 1191 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
- 1875 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
- 2333 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
- 1507 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
- 1509 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
- 1491 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
- 2568 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
- 2939 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
- 2230 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
- 1457 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
- 1461 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
- 2132 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
- 1822 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
- 1918 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
- 2320 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
- 1780 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
- 1503 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
- 1504 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
- 1815 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
- 2320 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
- 1515 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
- 1887 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
- 1539 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
- 1579 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
- 1755 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
- 1468 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
- 2703 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
- 2459 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
- 2218 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
- 1987 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
- 1439 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
- 2342 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
- 3012 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
- 5246 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
- 1631 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
- 3425 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
- 1993 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
- 1691 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
- 2828 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
- 1500 Views
- Last post by Mark
Wed Feb 13, 2013 8:47 am
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- Asset Allocation
by paulk1 » Tue Feb 12, 2013 1:55 pm
- 1 Replies
- 1572 Views
- Last post by Mark
Tue Feb 12, 2013 4:57 pm
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- Reports-Portfolio Performance
by wizard348 » Sun Feb 10, 2013 2:23 pm
- 3 Replies
- 2200 Views
- Last post by Mark
Mon Feb 11, 2013 9:51 pm
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- Problem Mailing Reports Generated
by Segunmichael » Wed Feb 06, 2013 9:42 am
- 3 Replies
- 2000 Views
- Last post by Mark
Wed Feb 06, 2013 2:34 pm
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- how to determine average exchange rate in past transactions
by gbfabiani » Sat Feb 02, 2013 7:20 am
- 1 Replies
- 1521 Views
- Last post by Mark
Sat Feb 02, 2013 11:57 am
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- Executive Summary
by reddragon » Tue Oct 09, 2012 1:11 pm
- 4 Replies
- 2894 Views
- Last post by Segunmichael
Sun Jan 27, 2013 7:26 am
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- Combined Subportfolio Reports
by LungDoc » Wed Nov 28, 2012 8:54 am
- 3 Replies
- 2904 Views
- Last post by Mark
Sat Jan 26, 2013 10:29 am
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