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Setting "Today" For Custom Reports

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

Postby B2B_Investing » Mon Jun 01, 2020 8:46 am

Hi Mark,

I am having some trouble setting "today" as the timeframe for some custom reports. It seems to keep the date that I memorize the report or changes to a "custom" date range. If the desired end results is to memorize a "todays" date and will always be "today" when I run the memorized report, how do I mark the "Float End Date" and the "Stating Date Relative to End Date" options when I memorize the report?

Thanks,

Jason
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Postby Mark » Mon Jun 01, 2020 8:51 am

Hi Jason,

You would want to check both of those options when memorizing a report. Also, for determining the actual date "floated" to, see the settings under "Options / Report Preferences... / Other / Memorized Reports: / End Date Floats To:".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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