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A global Sub-Portfolio and Date setting for all open reports

Comments, critical feedback, praise, or suggestions for new features.

Postby ThomasK » Mon Sep 26, 2016 6:15 am

Hi Mark,

I looked but could not find a thread about a "global" report Settings.

I have a few reports open...2 built in and 2 custom. I have a few portfolios and sub-portfolios that I need to toggle between at least once a day. That requires me to click on each of the reports and manually change the Report Settings / Sub-Portfolio and Date settings.

I see how we already have flexibility over the date, but it would be a huge time saver if there would be a way to set a "global" Report Sub-Portfolio and Date setting for use for all open reports.

Perhaps in Report Settings window just a check-box to the right of Sub-Portfolio and another to the right of Date settings?

Thanks for considering!

Thomas
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Postby Mark » Mon Sep 26, 2016 8:05 am

Hi Thomas,

Interesting idea, I can see that being helpful. Thanks for the feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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