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Income Schedule.

Questions on using, creating, or understanding data in Fund Manager reports.

Postby aviator » Sat Nov 02, 2013 12:54 pm

Hi Mark,
I'm using the stock (non-modified) version of the Income Schedule report. In the report settings, I'm allowed to enter only one date range. The Date Ranges field, which allows up to 6 date ranges on other reports, is greyed out. Am I doing something wrong, or is the Income Schedule report limited to just one date range?

Thanks in advance.
aviator
 
Posts: 419
Joined: Thu Jul 09, 2009 4:47 am

Postby Mark » Sat Nov 02, 2013 3:18 pm

Hi aviator,

The Income Schedule report only supports a single date range...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11770
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby aviator » Sun Nov 03, 2013 6:21 am

Hi Mark,

Understood. Since only one date range is permitted, may I suggest that the Income Schedule allow subtotals? Would be very useful to have subtotals by month, quarter or even sub-portfolio.

Thanks.
aviator
 
Posts: 419
Joined: Thu Jul 09, 2009 4:47 am

Postby Mark » Mon Nov 04, 2013 8:59 am

Hi Aviator,

Okay, thanks for the feedback. It may also be possible to just add the option to allow multiple date ranges to this report, as other reports offer.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11770
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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