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Custom and Memorized Report

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

Postby divinest » Sun Jan 20, 2019 10:25 am

Hi Mark,
Wanted to check if this expected behavior and if there is a way to choose in the preferences
1. If I create a custom report in the drop down and view the report (the report is fine with selected fields)
2. If i open a report from memorized reports (which happen to be build based on a custom report)
3. The Custom report created adhoc (step 1), always gets overwritten with the last custom memorized report that i opened.

In other words, opening a memorized report (using custom selections) always overwrites the custom report saved in the drop down. Is there a way to avoid this behavior or is this how its expected to work.

Again, thanks for your time in advance.
divinest
 
Posts: 149
Joined: Tue Sep 05, 2017 7:07 pm

Postby Mark » Sun Jan 20, 2019 10:44 am

Hi divinest,

Yes, this is expected. When you create a report from the top level Reports menu, you are creating a new report. The default settings for a new Custom report are whatever your last created Custom report used, whether that was created new or from recalling a memorized report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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