Advisor enhancements

[paulk]

Hey Mark

I had brought up the idea of a cover sheet/table of contents report for the Advisor edition of FM. I'm still hoping this makes it into a future release soon.

Another great improvement, which would probably also only make sense in the Advisor version, would be the ability to add a comment specific to a report as opposed to the disclaimer which is on all reports. For example , I run a TWR report for clients and would like to include a comment on the report to explain the difference between that report and the IRR returns on the Executive Summary report. This would be very helpful. Thanks!

[Mark]

Hi paulk,

Thanks for the feedback. Yes the cover sheet/table of contents is still on the list of features to consider. Sorry it hasn't made it yet.

Where would you prefer to see this report specific comment? Below the header, above the disclaimer, etc? You could use the report headers to customize the text at the top. This is specific to a report type (Custom, Capital Gain, etc), but not exactly report specific. For example, if you had 2 different Custom reports, they would both have the same report headers. This text also does not currently word wrap, but you can insert as many lines as you need. See "Options / Report Headers...".

[paulk]

Hi Mark

I would think near the bottom of the page, above the disclaimer would be the ideal place for it.

Using the report header workaround wouldn't work in my case as I use several custom reports but the comment would be specific to a report not to every custom report.

Thanks