Batch Reporting - Floating Date

[bkennedy]

Is there a way to select a Date Setting/period on a report as "Earliest transaction to date" or another floating date and it apply correctly to all reports in a batch. Currently, the batch process does not recognize that a selected client has a unique "Earliest Transaction To Date". Thanks

[Mark]

Hi bkennedy,

Sorry, this isn't an option for the batch printing. The only thing that changes between printing is the report is calculated for each client's sub-portfolio, but all the other settings (including date range) remain the same. This typically works well for doing quarterly or yearly reports, but I can see why you might want an option to vary the start date back to inception. We can consider adding this option.