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Customized Reports for Batch Printing Disappearing

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

Postby ricbertsch » Tue Jun 30, 2020 1:57 pm

I prepare Customized Reports during the quarter and minimize the screen so that they are the available to run in my Batch Print, however over the last week each time I close out of FM and then reopen the reports are missing and I have to create them again. Help!
Richard G. Bertsch CFP(tm)
ricbertsch
 
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Postby Mark » Tue Jun 30, 2020 2:47 pm

Hi ricbertsch,

After you create the report, use "File / Save Portfolio" to memorize that report as part of your portfolio file.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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