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Import Custom Reports

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

Postby Steven_M » Wed Jan 16, 2019 3:00 pm

I recently upgraded to FM 2018. But I can’t find my custom reports.
How can I import them?
Thanks
Steven_M
 
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Joined: Sun Jun 30, 2013 9:45 am

Postby Mark » Wed Jan 16, 2019 3:08 pm

Hi Steven_M,

I think you're asking about your "Memorized" reports, which will be listed at the bottom of the top level "Reports" menu. Memorized reports are stored in the registry. If you installed FM fresh on this computer, or got a new computer, you would want to transfer your global registry preferences from a backup. See the instructions here:

https://www.fundmanagersoftware.com/newcomputer.html

If you had an earlier version of FM installed before, your memorized reports will remain, as long as you don't uninstall the old version. When upgrading, just install the new version right over the old, without uninstalling the old one. If you did uninstall, you can use the above instructions to restore from a backup.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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