Custom Report Question - Personal Version

[dpanderson]

Hi Mark --

Is there a defined data field name which gives a report result for Purchases-btw (that is, OOP purchases + reinvested distributions) minus Redemptions-btw ?

Thanks, David

[Mark]

Hi David,

No, there isn't... You can get close with "Invested (between)", which is Purchases-OOP (btw) minus Redemptions-OOP(btw).

To get Purchases (btw) minus Redemptions (btw) you could easily write an equation for this in the Professional/Advisor versions, but there is no built-in field for this exact figure in the Personal version.