Export to CSV

[Stefan]

Hello,

I am trying to export some reports to Excel. I have FM 9.5.
Browsing the help file on your site I see you show the "Export to CSV" command. I cannot file this command in my Export File Menu.
Is this command only available in the latest version?

[Mark]

Hi Stefan,

Yes, the ability to export reports to CSV format is a new 10.x feature. You won't see that command in 9.x.

[Stefan]

I got the new 10.6 FM and the CSV export works as advertised.
But I have another question:
I created a custom report and memorized it. I want the custom report to display the portfolio which is selected at that moment. But the custom report only displays the portfolio it had when it was memorized.
My question: how can I select a portfolio on the portfolio tree and applied a custom report to it just by selecting the report in the drop down list of memorized reports and clicking on it?

[Mark]

Hi Stefan,

You can't do this... Memorized reports also memorize the sub-portfolio. Instead, you can open this memorized report, and select "Edit / Report Settings..." and change the sub-portfolio being reported on.

[Stefan]

OK. Thank you.
This is a great product!