Can Calcs be Added to Custom Reports and a Filter Question

[George B]

I would like to add calculations to a report I have developed, can this be done?

Also can a custom report be filtered to only show investments with balances? I am maintaining all past investments for performance report purposes but would like to omit them on my customer report.

Thanks

George

[Mark]

Hi George,

As of 11.0 you can define your own fields in a Custom report. These fields can be defined by you, and you can use any sort of calculation you want. This feature is available in the Professional and Advisor versions. From within the Custom Settings dialog, press "Define Fields..." and you can create/define your own fields to include.

To omit sold investments, you can either hide them, or set a report option to omit investments with zero shares. For details, see:

http://www.fundmanagersoftware.com/faq_hide_sold.php

[George B]

Thank you Mark.

George