Income Schedule Report

[elliots]

Mark,

A nice addition to the report list, but I'd much rather see a different format. I'd prefer an array with investments down the left column and months across the top row with the dollar amounts in the cells. It would be nice if it could (optionally) allow subtotals by sub-portfolio (which can be approximated by running it by sub-portfolio). To really push you, it would be nice to have a summary at the end decomposing the grand total to show Interest, Tax-Free Interest, Qualified Dividends, Non-Qualified Dividends, and Return of Capital.

[Mark]

Hi Elliot,

Thanks for the feedback. If you have a sample report showing this style, maybe you could email/fax/mail it to us? I understand what you're describing, but it's nice to see a sample.