Fund Manager
Contact Us

Reordering/removing columns

Questions on using, creating, or understanding data in Fund Manager reports.

Postby Vandring » Sun Jan 02, 2022 5:07 am

Is there any way to reorder columns on standard reports? Is there any way to remove columns from standard reports? I'm thinking in particular of the Open Lots and Capital Gains reports. I would like to do this so I can export to a csv and then import to a script I am writing to calculate gains and potential gains according to Norwegian tax rules, which require I specify both currency of record and NOK. I want to avoid manipulating the csv files before running the script if possible.
Posts: 19
Joined: Tue Jul 14, 2020 2:44 pm

Postby Mark » Sun Jan 02, 2022 6:25 am

Hi Vandring,

On some standard reports you can add/remove columns, but not change their order. Only the Custom report has this flexibility. In the Open Lots report you can choose which columns to display. From within the report, see "Options / Report Preferences... / Open Lots".
Fund Manager - Portfolio Management Software
Site Admin
Posts: 10657
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Return to Reports

Who is online

Users browsing this forum: No registered users and 1 guest | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2023 Beiley Software, Inc. All rights reserved.