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Ability to Group Memorized Reports

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

Postby paulk » Wed Sep 28, 2016 11:43 am

Hi Mark

Is there any way to do something like set up a group of memorized reports that need to be run regularly? I have a group of 6 or 7 reports I send out on a quarterly basis and the ability to keep them in some sort of sub folder in the memorized transaction list would be helpful.
paulk
 
Posts: 150
Joined: Fri Oct 29, 2010 6:08 pm

Postby Mark » Wed Sep 28, 2016 12:33 pm

Hi paulk,

Sorry, no, you can't create a group of memorized reports. You can name them anything you want, that might help you to know which 6-7 reports you want to run regularly.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11300
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby paulk » Wed Sep 28, 2016 1:30 pm

Thanks Mark

If you could add that to the list of suggested improvements that would be great. I don't know if it is feasible (programming wise) but it would be helpful.
paulk
 
Posts: 150
Joined: Fri Oct 29, 2010 6:08 pm

Postby Mark » Wed Sep 28, 2016 3:26 pm

Hi paulk,

Okay, thanks for the feedback/idea.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11300
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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