Each report is displayed in its own "Report" window.
Fund Manager can have many windows open at once. There are 3 different types of top level windows: Graphs, Reports, and the Portfolio Editor. To create a new report, select a report type from the top level Reports menu. You can have an unlimited number of Report windows open. You can use the top level Window menu command to organize, arrange, or select which window(s) to display. An example Report window is shown here:
In this example a Portfolio Value report
is displayed. This example report is listing by
"Investment". You can also list by "Symbol",
"Investment Type", "Asset Allocation", "Investment
Goal", or "Currency". This example report is also sub-totaling by
sub-portfolio. You can turn sub-totaling off, or
sub-total by Sub-Portfolio, Symbol, Asset Type,
Investment Goal, or Investment Type. Reports may
also be filtered,
so they only display a desired Symbol, Asset Type,
Investment Goal, Investment Type, or Currency.
You can set these options, the date range(s), the report
title, or any other report setting in the
The Report Settings Dialog is displayed when creating a new report from the Reports menu. To modify an existing report, use the menu command Edit / Report Settings... or select the button from the toolbar.
You can resize any report column by clicking and dragging on the column divider: . The report divider for the last column is hidden for appearance purposes, but it is still there, and you can resize this column as well. When your cursor is over any divider the cursor will change to , so you know you can click/drag.
Reports can be sorted by any displayed field. Select the desired sort order from the Sort menu.
Reports can be memorized using the Memorize Report Dialog (Edit / Memorize...). Memorized reports can be recreated by selecting the memorized report name from the bottom of the Reports menu.
The text in any report can be copied to the clipboard using the Edit / Copy Text menu command for use in other applications. Reports may also be exported to CSV files using File / Export to CSV....
Additional report features are available in the Advisor version:
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