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Totaling a custom defined number field

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

Postby koudser » Fri Feb 12, 2021 1:32 pm

I created 2 custom defined field in a custom memorized report. Both fields are number fields. The fields, however don't total in the report, while other standard report fields do. Anyway to force a filed to total in a report?
koudser
 
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Postby Mark » Fri Feb 12, 2021 6:08 pm

Hi koudser,

The user-defined custom report fields are calculated for each line, so if you use some fields not available for a portfolio (such as a share price based field), it won't be reported for the portfolio. Portfolio lines aren't just a sum of all the investment lines, the calculation is done for the portfolio.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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