Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Back to a PC and having to redo our memorized reports

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

Postby heidiasst » Fri Dec 21, 2018 2:52 pm

Hi Mark,

I am so happy we are going back to a PC!

I am recreating the memorized reports we had previously.
I am running into an issue where in the past our Investments
were listed (SYMBOL) Name.

Yet, when I look at the previous report preferences It shows
just Symbol under Investment Transactions. Even when I change it to
(SYMBOL) Name on my new computer that doesn't change it either?

I am missing something, not sure what.

Heidi
heidiasst
 
Posts: 64
Joined: Fri Mar 06, 2015 10:06 am

Postby Mark » Fri Dec 21, 2018 2:55 pm

Hi Heidi,

That option only applies to the Investment Transaction report. For a global setting, see "Options / General Preferences... / Display / Investment Description".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby heidiasst » Mon Dec 24, 2018 8:01 am

Worked like a charm, many thanks!
heidiasst
 
Posts: 64
Joined: Fri Mar 06, 2015 10:06 am


Return to Reports

Who is online

Users browsing this forum: No registered users and 10 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.