Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Performance

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

Postby moonlighter » Sun Aug 02, 2015 10:37 am

Would like to see "Current Week," "Last Week," "Yesterday," and "Today" in the date period drop down list. Also, remove either {"Current Month," "Current Quarter," "Current Year"} or {"Month to date," "Quarter to date," "Year to date"} because they are redundant.

Overall, FM working great. Thanks!
:mrgreen:
moonlighter
 
Posts: 70
Joined: Tue Dec 11, 2012 9:49 pm

Postby Mark » Sun Aug 02, 2015 11:17 am

Hi moonlighter,

Okay, thanks for the feedback.

Those other items are actually different, despite the similar names. For example, "Current Month" is the whole month spanning the current date, where "Month to date" is the current month, but ending on the current date, rather than the last day of the month. For example, if it is Aug 12, the Current Month would set Aug 1 - Aug 31, but the Month to date would set Aug 1 - Aug 12.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11669
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Reports

Who is online

Users browsing this forum: No registered users and 25 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.