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drilling down on one security

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

Postby JeanneMarie » Wed Mar 09, 2022 7:01 am

I'm really feeling dumb again here, but... Yesterday, I was able to click on a line in a report and get just the line(s) for that one security (the same as I would get if I set the filter to that security). Today, I get the data register. If I double-click, the data register flies by because the second click is actually clicking DONE on that register and bringing me back to the report.

I did go look at some report settings today, but I can't remember changing anything relevant. I've studied all those settings looking for the problem.

What did I do and how do I get this functionality back?

Many thanks,
Jeanne
JeanneMarie
 
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Postby Mark » Wed Mar 09, 2022 9:38 am

Hi Jeanne,

You were probably looking at a report that was listing by "Symbol", so when you click on that, you get a report listing by investment, and filtering by that symbol. If you click on a report listing by investment, it opens that investment in the Data Register.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby JeanneMarie » Wed Mar 09, 2022 9:09 pm

You nailed it, Mark.

Thanks so much,
Jeanne
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Posts: 41
Joined: Thu Oct 23, 2014 9:52 am


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