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Notes field in custom report

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

Postby divinest » Sun Apr 29, 2018 3:58 pm

Hi Mark, Do you know if there is a way to create a report with notes and symbol? for instance, if i make notes of dividend increases; cents and percentages on a given date, would it be possible to create a custom reports to list them? I do see the investment transaction report can be filtered to show only the notes, however the headers are standard though. (checked the documentation and prior posts, wasn't able to find the answer) Thanks much!
divinest
 
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Postby Mark » Sun Apr 29, 2018 4:04 pm

Hi divinest,

Notes are like transactions, in that you can have multiple notes per investment. A Custom report can't list by transaction/note. The smallest object you can list by is investment in a Custom report.

You can get what you're asking for in an Investment Transaction report. Use the "Filter..." button to only show "Notes". Under "Options / Report Preferences... / Investment Transactions" you can set the "Investment Description" to use "Symbol".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby divinest » Sun Apr 29, 2018 4:10 pm

Thanks Mark, i ran a report as suggested, however see the attached, is there a way to show only the date/symbol/notes as header? Thanks!
Attachments
samplereport.jpg
Investment Report
samplereport.jpg (22.16 KiB) Viewed 2924 times
divinest
 
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Postby Mark » Sun Apr 29, 2018 4:23 pm

Hi divinest,

You can get it with: Date / Transaction / Investment / Note

In the "Preferences..." dialog turn off the option to display the account number, and un-check all the display columns except "Price", which is where the notes are displayed.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby divinest » Sun Apr 29, 2018 4:29 pm

Thanks Mark, that worked, however please see the attached, the price now show with ... (3 dots), i tried auto size col as well. (workaround: if i add the memo field then the price displays full info)
Attachments
size.jpg
col info
size.jpg (9.54 KiB) Viewed 2923 times
Last edited by divinest on Sun Apr 29, 2018 4:32 pm, edited 1 time in total.
divinest
 
Posts: 149
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Postby Mark » Sun Apr 29, 2018 4:31 pm

The last column has a hidden divider, so you can widen the column. Click/drag where you would imagine that divider would be, based on the other column dividers.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby divinest » Sun Apr 29, 2018 4:33 pm

Cool, that worked, thanks for the info (nice to know there is a hidden col separator)
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Posts: 149
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