Re: One asset only reports

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Posted by Mark on March 05, 2007 at 18:42:08:

In Reply to: Re: One asset only reports posted by Chris on March 05, 2007 at 17:27:48:

: : : Is there a report option that allows only one (1) asset category to be displayed? e.g. I have several sub-portfolios that each have cash balances. I need a report that would include only those balances from all sub-portfolios. Thank you.

: : Hi Chris,

: : Yes, if you're using version 8.x. You can "filter" your reports to only show a selected investment type, symbol, asset type, or investment goal. On the report settings dialog, click the "Filter" button.

: : Thanks,
: : Mark
: : --
: : Fund Manager - Portfolio Management Software

: Mark - as a continuation of this question, now I have the reverse issue. Can I filter a report to "exclude" one asset type only?

: Thank you.

Hi Chris,

Sorry, no, you can't do this...

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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