Re: Investment Transactions Report

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Posted by Mark on May 17, 2006 at 12:16:11:

In Reply to: Investment Transactions Report posted by Carl on May 17, 2006 at 10:10:05:

: I want to remove a couple of the fields (Fees & Memo) and wish I could sort the transactions by Investment, then Date. I know that I can set the report to print one investment at a time but find this to be very time consuming in a multi portfolio – multi investment layout. Any advice?

Hi Carl,

You can't remove fields from any report, except the Custom report. You could resize them to be small, but can't remove them. You can control the sort order in the investment transactions report by going to "Options / Report Preferences... / Investment Transactions". You'll want to choose the sort option: "Investment Stack Order First, Then Date".

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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