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Reports recalculated twice with Apply button

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

Postby Djobydjoba » Thu Jul 26, 2018 11:41 am

Hi Mark,

Very minor feedback:
1) A report opened with, for example, the Correlation column displayed
2) We want to change the Benchmark. So Right click > Report Preferences > Benchmark tab
3) Change the Benchmark Investment.
4) Clic Apply > The report is re-calculated
5) Clic Close > The report is re-calculated again
So two-recalculations. Only one would be sufficent (either at the Apply stage OR at the close stage)

(Same when changing one of the others fields of the Benchmark tab)
Djobydjoba
 
Posts: 725
Joined: Tue Mar 09, 2010 9:39 am

Postby Djobydjoba » Thu Jul 26, 2018 11:59 am

And three same recalculations if:

1) A report is opened
2) Right clic > Settings
3) Preferences Button
4) Benchmark tab, change a field, Apply button -> first recalculation
5) Close button (Report Preferences window) -> second recalculation
6) Done button (Report Settings window) -> third recalculation
Djobydjoba
 
Posts: 725
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Thu Jul 26, 2018 2:04 pm

Hi Djobydjoba,

Thanks. We'll get the Apply/Close issue fixed in the Report Preferences / Benchmark dialog. The Report Settings dialog always re-calculates a report when you press Done. It doesn't currently have the logic to know that if nothing was changed it doesn't need to re-calculate. This is a bit bigger change, so it is something we will hold off on for now.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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