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Executive Summary

Questions on using, creating, or understanding data in Fund Manager reports.
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Postby gcm223 » Fri Jul 08, 2016 7:11 am

Is there a way to exclude a holding from the Executive Summary Report like you can from the Portfolio Performance and Investment Performance reports?

If so, how do you do it?

If not, Can it be added?

Thanks
gcm223
 
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Joined: Thu Nov 07, 2013 9:04 am
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Postby Mark » Fri Jul 08, 2016 10:14 am

Hi gcm223,

Sorry, no, filtering is not an option for this report. We can consider adding this capability in a future update.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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