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Monthly vrs Quarterly Performance Report

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

Postby cir » Thu May 04, 2017 5:42 am

I use the FM's standard Monthly Performance Report but would like to have a similar report except the performance is shown in quarterly intervals instead of monthly. How can I accomplish this?
cir
 
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Postby Mark » Thu May 04, 2017 8:40 am

Hi cir,

This isn't an option on the Monthly Performance Report. You can however create a Custom report with up to 6 date ranges. Set these 6 date ranges to the desired quarters you want, and add the desired performance field(s) to your Custom report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby gerard » Mon Mar 22, 2021 2:05 pm

Hi Mark,

is creating a quarterly report by making a custom report still the way to go ?
I have to report 15 years now. With 6 time intervals makes it difficult.
the other option is exporting to monthly report to excel i assume and do there the math.

thx

Gerard
gerard
 
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Joined: Sun Nov 18, 2012 7:18 am

Postby Mark » Mon Mar 22, 2021 3:42 pm

Hi Gerard,

If you need a quarterly report, you can get this in most of the standard reports. If you want it for many quarters, you can add up to 6 at once to a report, or just keep changing the report's date range.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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