Determine sub-portfolio from report

[Ivan]

Hi Mark,

When I have a report for my Master Portfolio listed by investment, say for example the Time Weighted Return Report, and select a line for an investment which has multiple occurrences (exists in multiple sub-portfolios) it takes me to the Data Register for that investment. How can I tell which sub-portfolio the investment is in? I can't find anything in the Data Register which indicates the sub-portfolio.

Thanks,
Ivan

[Mark]

Hi Ivan,

While you are still in the report window, place your cursor over the investment. While hovering over the investment, look in the main window's status bar (lower/left). It will show the full sub-portfolio hierarchy for this investment.