Updating report values

[larryw]

I have a report for the day's performance. If I leave it open when exiting Fund Manager that day's values are shown the next day and the report is for only through that date even though I update the prices. Is there a way to refresh the report to update rather than exiting and then reopening the report?

[Mark]

Hi larryw,

From within any report window select "Options / Report Preferences", and on the "Other" tab you will see options to control how this works. If you're leaving a report window open, that is stored as part of your portfolio file, so the option to "Float End Date" is probably what you want to make sure is turned on. You can then also adjust how the end date floats. If you want it to always be the current date, then set it to "Current Date".

Since you are doing a day's performance, it sounds like your start date is the same as your end date, so you would also want to check "Start Date Relative to End".