custom report-capital gains report & distribution summar

[michael]

Hi Mark,

Is there a way to easily create a custom report that displays the info contained in the Capital Gains Report and the Distribution Summary on one report?

I'm having a hard time figuring out which fields to include in the custom report. Or if I need to create new user defined fields.

Sorry for all the questions.

Thanks,
Michael

[Mark]

Hi Michael,

You can't get the Capital Gains report information in a Custom report. The Capital Gains report lists by transaction. Each sell transaction generates a line item in that report. The Custom report lists by investment, symbol, asset type, investment type, or investment goal. It does not list by "transaction", as the Capital Gains, Open Lots, and Investment Transactions reports all do.

You can get the Distribution Summary report information in a Custom report however. If you need help finding those fields, please let me know.

Please feel free to ask as many questions as you need.

[michael]

Hi Mark,

Just to make sure I understand, an investment transaction " type" report detailing individual transactions can only be created by selecting Investment Transactions from the Reports menu. You can not "build" that type of detailed report by selecting CUSTOM from the Reports menu. And the choices to customize an Investment Transaction report are provided under its Filter button.

Is this correct?


Thanks again.


Michael

[Mark]

Hi Michael,

Yes, this is correct. There are also some customizing you can do for this report at "Options / Report Preferences... / Investment Transactions".

[michael]

Thanks Mark...that last tidbit helped a lot.