Re: Sub portfolio custom report

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In Reply to: Sub portfolio custom report posted by Lawrence Brandon on March 27, 2005 at 11:13:42:

: Hi Mark;
: How do I create a custom report for a sub portfolio? When I click the sub portfolio only it shows on the screen, but when I create a custom report it creates the report for the master Portfolio. It adds both of my sub portfolio's together & sometimes it adds duplicates of the sub portfolio's also.
: Also if I use ctrl+P to move from a displayed graph to the master portfolio , is there a simple and quick way to move back to where I was at.

: Lawrence

Hi Lawrence,

When you create the report, the "Report Settings" dialog has a drop down selection for which sub-portfolio to create the report for. Just select it there as you're creating the report.

If you use "Ctrl + P" this opens the "Portfolio Editor" window. To go back to the previous window, just select it from under the "Windows" menu.

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

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