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Add column to existing reports

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

Postby nebfinfm » Fri Oct 23, 2020 2:12 am

Hi Mark,

Can I add Symbol column to existing reports?

Thanks Nebfinfm
nebfinfm
 
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Joined: Thu Apr 07, 2011 12:54 pm

Postby Mark » Fri Oct 23, 2020 9:09 am

Hi Nebfinfm,

Yes, you have several options:

1) If you're listing by "Investment" in a report, change the investment description to include symbol. See "Options / General Preferences... / Display / Investment Description:".

2) List your report by "Symbol".

3) In a "Custom" report, you can add the "Symbol" field to your report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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