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Re: export custom repot to excel

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Posted by Mike T. on September 11, 2007 at 07:23:30:

In Reply to: Re: export custom repot to excel posted by Mark on September 08, 2007 at 10:41:50:

: : Mark,
: : I have created a couple nice custom reports ;)
: : How do I export the REPORT (not source data) to excel?
: : I'd like to create a couple simple pivot tables that may better categorize / granulate investments (cap size, industry, sub-industry, multiple asset types for each investment, risk, market trend, etc).
: : Love your software!!
: : Mike T.

: Hi Mike,

: For instructions on this, please read:

: http://www.fundmanagersoftware.com/faq.html#Excel

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


Mark:
Thanks. I missed this reference. Sorry.
I've used fm for years and I'm still learning about it !!




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