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Date settings

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

Postby poppylou » Thu Dec 08, 2011 4:28 am

How can I change the default date settings (period) on a report.
I would like YTD as the default.

Thanks,

Poppylou :)
poppylou
 
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Postby Mark » Thu Dec 08, 2011 9:18 am

Hi Poppylou,

There is no global/permanent default setting for report date ranges to set. If you create 1 report with YTD, the next time in that same session you create a new report, YTD will be your default. For the very first report you create in a session the "Earliest Price to Date" will be the default. You can use "Memorized" reports to set a default date. Create a report with the date range and settings you want and then memorize it with "Edit / Memorize...". You will see some options about floating the starting/ending dates when you memorize the report. Set those how you prefer, and then the next time you want this report, select the name from the top level "Reports" menu.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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