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Multiple Custom Reports ?

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

Postby NewCastlePA » Wed Feb 15, 2012 1:33 pm

Hi,

Is it possible to have multiple custom reports?
Is my only option to export my portfolio to a .cvs file and use a spreadsheet program ?

Thanx.
NewCastlePA
 
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Joined: Mon Feb 01, 2010 9:41 am

Postby Mark » Wed Feb 15, 2012 1:49 pm

Hi NewCastlePA,

You can have as many custom reports as you want. Each time you go to the top level "Reports" menu and select "Custom" you are creating a new custom report window. You can see all your open windows under the top level "Window" menu, and switch between them. If you want to remember your preferences for different custom reports, memorize them and assign a name to them using "Edit / Memorize Report". Your memorized reports will be listed at the bottom of the "Reports" menu for easy recall.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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