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Report Settings.

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

Postby aviator » Fri Sep 13, 2013 1:14 pm

Hi Mark,
Currently, when I run a report for the first time after opening FM, the period defaults to "Earliest price to date". Is there a setting to change it to something else, like "Year to date"?

Thanks in advance for your help.
aviator
 
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Postby Mark » Fri Sep 13, 2013 2:22 pm

Hi Aviator,

Sorry, no, this isn't an option currently. That is just the global default for new reports. Once you create a new report, all new reports will default to the last setting, but for the very first one when you open FM it defaults the new report settings to earliest price to date. One option you could use is to memorize your report, and then recall a memorized report, instead of creating a new built-in report. Memorized reports remember the date range settings.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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