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Date range names

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

Postby Djobydjoba » Thu May 16, 2019 12:28 pm

Hi Mark,

It would be nice if, in reports, date ranges could be optionally displayed with "friendly names" in the column headers, instead of the detailed dates.

For example, a report for performance comparison with 3 periods: the last 12 months, the last 3 years, and the last 5 years.

https://i.ibb.co/4WcKb0D/20190516-jeu-20h47-01.png

The date range headers are hard to read. The brain has to focus and compute. Not so friendly.

A typical performance report with date range names instead of detailed dates is easier to read:

https://i.ibb.co/PGXPKNh/20190516-jeu-21h21-01.png
Djobydjoba
 
Posts: 711
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Thu May 16, 2019 12:39 pm

Hi Djobydjoba,

Nice idea, thanks for the feedback. That is much easier to read.
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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