This dialog is used to insert a built-in custom report field into an equation for a user-defined custom report field. All built-in custom report fields that generate a number are available. Fields that return a date are also available, and return a "days" count, which is the number of days since January 1, 0, including weekends.
At the top of a dialog a filter is available. Use the filter drop-down to narrow the number of displayed fields.
Select any field to see a more detailed description of that field.
Unique Field Cases:
Currency_N_D: This field will return a number between 0 and 24 corresponding to the currency being Displayed (not necessarily the Native currency). A value of 0 represents the default currency, 1 represents the next defined currency (Currency 2), etc. The last defined currency (Currency 25) will have a value of 24.
Investment_type: This field will return a number corresponding to the assigned investment type:
No-Load Mutual Fund 1 Loaded Mutual Fund 2 Stock 3 Bond 4 Cash 5 Index 6 Option 7 Exchange Rate 8 Exchange Traded Fund 9 Treasury Bill 10 Annuity 11 Future 12 Other 13 User-defined 1-12 14-25
User-Defined Custom Report Fields