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Refresh date ranges each day

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

Postby Djobydjoba » Thu Jan 11, 2018 1:11 pm

Hi,

Fund Manager remains opened all week long on my computer, with an automatic retrieval of prices each 3 hours. A report remains opened as well to monitor the performance of the markets for the current day / last 5 days / last 21 days.

Each day I have to close and reopen the report in order to refresh the date ranges. Is there a way to refresh the report without having to close and reopen it?
Djobydjoba
 
Posts: 710
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Thu Jan 11, 2018 1:42 pm

Hi Djobydjoba,

Sorry, no. You could use "Edit / Report Settings..." or the same toolbar button to quickly edit the ending report date.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Djobydjoba » Fri Jan 12, 2018 4:19 am

Ok, thanks.

While I am at it, a very little thing: the shortcuts related to windows (F7, shift F7..) don't work when the cursor in on a report (magnifying glass shape). I have several windows (Portfolio Editor, graphs and one report) maximized, and I cycle through them with F7. But when the report window is up front, if the cursor position is on a line of the report, F7 doesn't work, the cursor has to be moved elsewhere.
Djobydjoba
 
Posts: 710
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Fri Jan 12, 2018 10:28 am

Hi Djobydjoba,

Interesting, thanks. I see the same problem. We'll look into it.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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