Re: Customising a Transaction Report

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In Reply to: Re: Customising a Transaction Report posted by Don on January 11, 2005 at 20:16:49:

: Mark,

: Re my earlier message, don't spend time answering this as I can achieve most of what I want using export to Excel.

: However, if there is a single line answer on how to do this within within FM, I would be interested to hear of it.

: Regards,

: Don

Hi Don,

The only report type that you can add/remove fields to is the "Custom" report
type. You can't edit the displayed fields in any other report type, including
the "Investment Transactions" report type. The Investment Transactions report
is rather unique, in that it lists transactions. All other report types
list by Investment, Symbol, Type, Asset, or Goal. Therefore, you won't really
be able to reproduce a similar report type with the Custom report.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: Customising a Transaction Report Don 22:09:21 01/12/05 (0)