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Date Settings in Custom report are not correctly saved

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

Postby wiener30 » Wed Nov 18, 2020 12:38 pm

After configuring a custom report with two periods, e.g YTD and Last year, the date settings are not permanently saved.

After leaving FM and restarting, the second date of the second period is wrongly set to YTD.

Uploaed 2 screenshots: the first after configuration and the second after restart.
Attachments
FundManagerCustomReportSettings1.png
FundManagerCustomReportSettings1.png (3.9 KiB) Viewed 52 times
FundManagerCustomReportSettings2.png
FundManagerCustomReportSettings2.png (3.81 KiB) Viewed 52 times
wiener30
 
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Joined: Thu Apr 29, 2010 10:01 am

Postby Mark » Wed Nov 18, 2020 12:42 pm

Hi wiener30,

From within a report window, look at:

Options / Report Preferences... / Other / Portfolios: / Float End Date

It sounds like you want that option off, but it will then not float your first date setting to the current date...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby wiener30 » Wed Nov 18, 2020 1:37 pm

Thank you.
wiener30
 
Posts: 6
Joined: Thu Apr 29, 2010 10:01 am


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