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help with total

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

Postby alpappy » Sat Feb 06, 2016 7:38 pm

HI All I need is a report that shows the difference between the starting date of the report and closing date of the report in home currency Which value change do I use None seem to do this and often the total that should be negative ..red is black positive thanks
alan
alpappy
 
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Postby Mark » Sun Feb 07, 2016 11:43 am

Hi alan,

In a Custom report, you can use the field:

Change in value (between)

Also, if you are using non-default currencies and want to see it in your default currency, make sure "View / Exchange Rate Adjusted" is turned on.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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