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Advanced Report Filters/Display in Advisor

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

Postby OT_Family » Mon Aug 22, 2022 3:13 pm

Hi Mark,

I've been using the FM Pro version for some years. Now I have extensive data loaded, I'm using an evaluation copy of the Advisor version.

I can see how the client reports eg Executive Summary would help me to support extended family members.

In the Version Comparison Table, Advisor has Advanced Report Filters/Display that the other versions do not. I cannot see what facilities this refers to. Specifically, I was hoping the Filter to Include would allow more than a single value.

Where should I be looking?

Martin Tate
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Joined: Tue Aug 20, 2019 4:06 pm
Location: Windsor, UK

Postby Mark » Mon Aug 22, 2022 3:27 pm

Hi Martin,

The advanced report filter is the option to limit the number of hierarchy levels displayed in a report that has sub-totals turned on. In the "Report Settings" dialog if you turn on "Subtotal by" you'll see an option:

Limit Hierarchy to X Levels

The options under the "Filter..." dialog box are the same. You can't include multiple selected items, even in the Advisor version.
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