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Re: Earliest To Date Reset

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Posted by Mark on February 27, 2001 at 20:01:22:

In Reply to: Re: Earliest To Date Reset posted by Jim Purtell on February 27, 2001 at 04:38:35:

: : : I set a report to Earliest To Date and want it to come back that way each time I retrieve it---next day normally. But when I open it the next time after another price retirieval (new to date), it is back still on the previous earliest to date. Want the report to show the new Earliest To Date each time I open it. Is this possible?

: : : Still a great product---and you provide excellent support.

: : Hi Jim,
: : How are you "opening" the report the next time when the ending date
: : hasn't moved? If you are using a portfolio to save this report, go into
: : "Options/Report Preferences.../General" and make sure under the "Portfolios"
: : section that you have "Float End Date" turned on.
: : If you are opening a memorized report, then make sure that when you've
: : memorized it, you selected the "Float Ending Date to Current Date" option.

: : Thanks,
: : Mark
: : --
: : Mark Beiley
: :
: : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00
: :
: :

: I went back into the report and set Options to Float End Date, then went to Date Settings panel and set to Earliest End Date, I then rememorized the report and set Float End Date. When I close the report then reopen it and select Date Settings, the Date Setting has changed to Custom instead of Earliest End Date. I even tried memorizing as a different report name. This is a Custom report if that makes any difference.

Hi Jim,
When recalling a memorized report with the end date floating, the ending
date will be set to the current date, which can be different than the default
ending date. The default ending date is the date of your last recorded
price on or before the current date. If you recall the report on a date later
than your last recorded price point the date range will be a "custom" one,
since your ending date is not the default ending date. This works the
same way for recalling reports memorized in portfolios.
I think it is most useful for the float end date to work this way, so that
when you recall a report you normally want the end date set to the current date,
as you may not have updated prices yet for today. I can see there could be
benefit to another option, "Float End Date to Default Ending Date" or something
like that, but it may generate more confusion than value...

Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00

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