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report with primary and secondary aggregation

General questions about using Fund Manager that do not fit into any other forum.

Postby alciati » Wed Mar 17, 2021 10:11 pm

HI Mark
for your next development can you make possible to have multiple aggregation in the same report/view using a primary/secondary aggregation:

Ex List by: Investment Type primary, Investment Goal secondary in order to break down teh portfolio in more than one dimension.
that both for Portfolio Value and Performance.

Thanks

Andrea
alciati
 
Posts: 25
Joined: Thu Feb 04, 2010 2:44 am

Postby Mark » Thu Mar 18, 2021 8:04 am

Hi Andrea,

Okay, thanks for the feedback/idea.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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