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Current Date/Time in Report Headers.

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

Postby aviator » Sun Mar 13, 2011 5:43 am

Hi Mark,

In the 11 Beta change list I noticed the following:

Added new optional fields for displaying the current date/time in report titles or sub-titles.


I've searched the help text and can't find how to incorporate this into existing custom reports.

Thanks in advance for your help.
aviator
 
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Joined: Thu Jul 09, 2009 4:47 am

Postby Mark » Sun Mar 13, 2011 8:56 am

Hi aviator,

That is part of an existing Advisor only feature. In the Advisor version you can select "Options / Report Headers..." and customize the default title and sub-title with any text you want, and also include a variety of fields that get mail merged when the report is created. This is useful for advisors for inserting fields like customer's tax ID, name, address, etc. New fields were added into this dialog for date and time fields.

I've updated the change list to document that this is an Advisor only feature.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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