Reports with Starting and Ending Dates

[ricbertsch]

I am looking at Report Settings and at the bottom is DATE SETTINGS with 6 possible time periods for Start and End. However after choosing my first Period I am not able to select any other periods as they are black/greyed out and no drop down available. How do I get to choose different time periods.

Thanks!

[Mark]

Hi ricbertsch,

At the bottom of those 6 date ranges is an option "Date Ranges: X". Set that value to 6, or however many you want.

[ricbertsch]

The Date Ranges is also faded out with a 1. So I not able to make any selection in that block.

[ricbertsch]

Mark, I believe I found the answer. In Report Settings, Portfolio Performance Tab you must check the Yield Box. Is that correct?

[Mark]

Hi ricbertsch,

No, that "Portfolio Performance Tab" will not have an impact on the ability to choose multiple date ranges. Not all report types support multiple date ranges. If you're using a "Custom" report, that should support multiple date ranges. See the "Type" drop-down in the Report Settings dialog. As you change to different report types, that Date Ranges option should become available.