displaying memo and notes in a custom report

[michael]

Hi Mark,

Is it possible to run a CUSTOM report that displays comments entered in the memo and note fields? I didn't see the option to choose those fields in Custom Settings/ Available Fields.

On another issue, I was thinking of entering an investment's region/country into either the investment's description field field and running a report which I can then export to excel and manipulate. Any thoughts or other suggestions?

Thanks,

Michael

[Mark]

Hi Michael,

Custom reports display line items for investments, asset types, symbols, etc. It does not list line items per transaction, which is what the memo and notes would be associated with. To see these, you can use the "Investment Transaction" report instead, but you won't be able to find them in a Custom report.

Yes, you could do this with the description field. You could even sort by this field within FM by including it in your Custom report, and then sorting from the top level Sort menu by this field. You can also export to Excel using "File / Export to CSV...".