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Report by Month.

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

Postby aviator » Tue May 25, 2010 1:50 pm

Hi Mark,

Is there a way to break down a report by month? I want to look at my account fees by account, by month.

I see that the custom report settings has custom date settings, but there are only six to choose from. After the month of July, this won't work.

I feel like I'm missing something obvious, but any help you can provide will be appreciated.
aviator
 
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Postby Mark » Tue May 25, 2010 7:42 pm

Thank you for contacting Beiley Software. We are currently closed for vacation Tuesday May 25th through Friday May 28th. We will reply to your post when we return.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Mark » Sat May 29, 2010 7:49 am

Hi aviator,

A report can have up to 6 date ranges, so you can create 6, 1 month date ranges. There is no option to say generate a report for 1 year, broken down by 1 month intervals. This may be something we can consider for a future update.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11313
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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