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Listing investments in a report in alphabetical order

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

Postby Phil » Sat Aug 03, 2013 8:25 am

Nowhere in any of the options listed under preferences can I find a choice offered as to how one would prefer investments contained in a porfolio to be listed. Have I missed something?

Phil
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Postby Mark » Sat Aug 03, 2013 9:37 am

Hi Phil,

While viewing a report, there is a "Sort" menu in the top level menu. You can use this to sort your report by any displayed column, including investment name. The default is to sort by investment stack order, but you can change it under the Sort menu.
Thanks,
Mark
Fund Manager - Portfolio Management Software
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