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Recalculate custom reports manually

Questions on using, creating, or understanding data in Fund Manager reports.

Postby Djobydjoba » Mon Sep 02, 2024 3:01 am

Hi Mark,

I have some custom reports that I use to update my investment data but they take time to be recalculated.

It is possible to trigger manually the recalculation of a custom report? I.e. the report is not automatically re-calculated after a change of the data of an investment (price / transaction / investment property (custom property)...)

If not, such an option could be useful.

Thanks.
Djobydjoba
 
Posts: 789
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Mon Sep 02, 2024 10:15 am

Hi Djobydjoba,

There is currently no option to not automatically update reports when the data changes. One suggestion is to use memorized reports. This way, if you're working with data and don't want your reports slowing you down, close the report. When you're done working with the data, re-open the report from the list of memorized reports.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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