Can we have a filter to sort by column on the transaction reports. I have the same funds in multiple portfolios and would like to see a report subtotaled by fund irrespective of portfolio?
Still evaluating so please forgive teh lack of knowledge
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Sorting on Transaction report
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Can we have a filter to sort by column on the transaction reports. I have the same funds in multiple portfolios and would like to see a report subtotaled by fund irrespective of portfolio?
Still evaluating so please forgive teh lack of knowledge RGDS Gally
Hi Gally,
This is there now. When you're looking at any report, including the "Investment Transactions" report, there is a top level "Sort" menu. This menu lists all the available columns, so you can sort by any one of the report columns. There is also a "Sort / Inverse Sort" so you can sort either ascending or descending. Make sure you have a 9.x version, as earlier versions couldn't sort the Investment Transactions report by any available column.
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