|
|
Custom report for Selected Sub-portfolio
4 posts
• Page 1 of 1
If I left click an existing sub-portfolio and then select a non-custom report, the report appears for the left clicked sub-portfolio, however when I try this for a custom report I must re-select the sub-portfolio through the settings dialog. Am I missing something?
Hi paulstonge,
I can't reproduce this here. When I select a sub-portfolio and then choose "Reports / Custom..." that select sub-portfolio is selected for display in the Report Settings dialog. Are you maybe talking about a 'memorized' report instead of a custom report? Memorized reports also memorize the sub-portfolio property. If you're still seeing this problem with a custom report, please let me know what version you're using, and the exact steps you're taking so I can try to reproduce the problem here.
Yes it is a memoralized report, which is the only way I know to save the custom settings, so there is no work around for this, correct?
Hi paulstonge,
Correct. You'd have to change the portfolio by selecting "Edit / Report Settings..." after creating the memorized report.
4 posts
• Page 1 of 1
Who is onlineUsers browsing this forum: No registered users and 27 guests |
FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy |
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved. |