Investment Transactions

[Masood F]

Hi Mark,

Been using FM since 1998 and upgrading every 4th version. Recently upgraded to 12, terrific improvements from 8 and lots of new features.

In Reports > Investment Transactions.... > Report Settings dialog box, the check box "All in Sub-Portfolio" is checked by default and remains this way however many times the dialog box is opened during a session.

Could I ask that this feature be tweaked so that if one clears the checkmark during a session, it remains unchecked during the rest of the session. This, of course, obviates the need to constantly uncheck it each time the dialog box is opened.

Thanks and regards
Masood

[Mark]

Hi Masood,

Thanks for the feedback, we can consider making this default to your last used setting. Also, if you have an existing Investment Transaction report, and you edit the settings of that report, it should be off if that is the way you left it when you created or last edited that report.

[Masood F]

Hi Mark,

Thanks for your response. Could you kindly explain (step-by-step please, if possible) how I can edit the settings of the Investment Transaction report, so that the check box "All in Sub-Portfolio" remains off if that is the way I left it when I last edited that report.

Many thanks for your help on this.

[Mark]

Hi Masood,

Whenever you go to the top level "Reports" menu you are creating a _new_ report. Once you create a report, you can leave it open, and switch between open windows, by using the top level "Windows" menu. This menu shows all your currently open windows. If you leave your Investment Transaction report window open, you can switch back to it under this Windows menu, and then edit the settings of this existing report using "Edit / Report Settings...". This brings up the same dialog you see (the Report Settings dialog) when you create a new report, but in this case you are editing the settings of an existing report. All the settings will come up how they are currently set, instead of the defaults for a new report.