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Reports with Starting and Ending Dates

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

Postby ricbertsch » Mon May 08, 2017 1:11 pm

I am looking at Report Settings and at the bottom is DATE SETTINGS with 6 possible time periods for Start and End. However after choosing my first Period I am not able to select any other periods as they are black/greyed out and no drop down available. How do I get to choose different time periods.

Thanks!
Richard G. Bertsch CFP(tm)
ricbertsch
 
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Location: Somers Point NJ

Postby Mark » Mon May 08, 2017 1:15 pm

Hi ricbertsch,

At the bottom of those 6 date ranges is an option "Date Ranges: X". Set that value to 6, or however many you want.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby ricbertsch » Mon May 08, 2017 1:29 pm

The Date Ranges is also faded out with a 1. So I not able to make any selection in that block.
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby ricbertsch » Mon May 08, 2017 1:42 pm

Mark, I believe I found the answer. In Report Settings, Portfolio Performance Tab you must check the Yield Box. Is that correct?
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby Mark » Mon May 08, 2017 1:53 pm

Hi ricbertsch,

No, that "Portfolio Performance Tab" will not have an impact on the ability to choose multiple date ranges. Not all report types support multiple date ranges. If you're using a "Custom" report, that should support multiple date ranges. See the "Type" drop-down in the Report Settings dialog. As you change to different report types, that Date Ranges option should become available.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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