Re: Custom Report

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Posted by Mark on September 18, 2007 at 10:22:05:

In Reply to: Custom Report posted by Bob Jarvis on September 18, 2007 at 01:06:00:

: Hi Mark

: Each year I prepare for my accountant a custom report with the headings SHARES (BEGINNING), VALUE (BEGINNING), SHARES PURCHASED (BETWEEN), PURCHASES (BETWEEN)..... ETC

: This year, with the latest FM version, the report shows only a list of the shares in my portfolio, with no other columns.

: Can you assist please?

: Bob

Hi Bob,

If you select "Edit / Custom Settings..." from within this report, do you see all of the fields you want listed on the right side, under "Included In Report"? If not, select them from the left, and choose the "Add" button to include them in your report.

If you want to make this same report each year, you might want to memorize this report. After you get it set the way you want, choose "Edit / Memorize...". Then, you can assign it a name, and in the future, this named report will be available under your "Reports" menu.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Custom Report Bob 17:59:48 09/18/07 (11)
  • Re: Custom Report Mark 18:31:11 09/18/07 (10)
    • Re: Custom Report Bob 19:07:46 09/18/07 (9)
      • Re: Custom Report Mark 19:34:41 09/18/07 (8)
        • Re: Custom Report Bob 19:57:11 09/18/07 (7)
          • Re: Custom Report Bob 19:59:16 09/18/07 (6)
            • Re: Custom Report Mark 20:11:09 09/18/07 (5)
              • Re: Custom Report Bob 20:36:53 09/18/07 (4)
                • Re: Custom Report Mark 23:09:45 09/18/07 (3)
                  • Re: Custom Report Bob 01:13:04 09/19/07 (2)
                    • Re: Custom Report Mark 16:01:12 09/19/07 (1)
                      • Re: Custom Report Bob 23:46:58 09/19/07 (0)