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Cusomising Investment Transactions Fields

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

Postby trading247 » Wed Mar 18, 2009 8:55 am

Hi Mark,
Is there a way to create a custom report with the following fields missing of the standard Investment Transaction Report : FEE, AMOUNT, MEMO.

By using custom reports I can't get the fields I nee which are DATE, TRANS, INVESTMENT, PRICE, SHARES, SHARE BALANCE and PORTFOLIO.

It would help to fit in all the data in a portrait print if the unused fields could be very small or taken away.

How about making the standard report custom to display or not as per the fields in the EDITOR.

Regards. :lol:
trading247
 
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Joined: Wed Mar 18, 2009 5:33 am
Location: South Africa

Postby Mark » Wed Mar 18, 2009 9:30 am

Hi trading247,

You can't make the "Custom" report appear like the Investment Transactions report, but you can customize which fields are displayed in the Investment Transaction report. You can turn off Fee, Amount, Memo. Go to "Options / Report Preferences... / Investment Transactions" and you'll see these options.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby trading247 » Wed Mar 18, 2009 9:43 am

Thanks a stack - it would make printing and tiling easier.

Trading247 - new to the forum - old time user from vers 3.1
trading247
 
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Joined: Wed Mar 18, 2009 5:33 am
Location: South Africa


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