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sorting reports by currency

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

Postby investor » Mon Apr 21, 2008 12:31 pm

I have a portfolio that contains assets of different currencies. When running any report, how do I sort by the currency? or is that only available in graphs?

thank you.

Chris
investor
 
Posts: 31
Joined: Mon Nov 19, 2007 12:29 pm

Postby Mark » Mon Apr 21, 2008 12:57 pm

Hi Chris,

Currently, you cannot subtotal by currency in reports. You can add "Currency" as a field to any custom report, and then sort by currency. Select "Sort / Currency" from the top level menu when viewing such a custom report. This technique is only available to the custom report type though.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11311
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby investor » Mon Apr 21, 2008 1:25 pm

Thank you. How do I get sub-totals by currency?

Chris
investor
 
Posts: 31
Joined: Mon Nov 19, 2007 12:29 pm

Postby Mark » Mon Apr 21, 2008 1:36 pm

Hi Chris,

You can't get sub-totals by currency in a report, but you can in a graph. See "Graphs / Pie Charts / Currency" or "Graphs / Stacked Value / Currency".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11311
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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