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Re: Reports

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Posted by Mark on November 27, 2006 at 09:50:47:

In Reply to: Reports posted by Michael Flanagan on November 27, 2006 at 00:54:06:

: Mark - Is there a way to generate a custom investment report with, for example, the following headings:

: Investment Name
: %Gain - 1 month
: %Gain - 2 months
: %Gain - 3 months
: %Gain - 6 months

: Thanks - Mike F.

Hi Mike,

Fund Manager doesn't have the 1 and 2 month figures as standard fields. You could use the "%Gain (between)" field though, with multiple date ranges in the report. Just create a custom report with only this field, and then turn on 4 date ranges, one for each of the time periods you want.

Thanks,
Mark
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Fund Manager - Portfolio Management Software



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