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Management Fee Report Display

Questions on using, creating, or understanding data in Fund Manager reports.
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Postby ricbertsch » Tue Jun 27, 2017 10:43 am

When I run the Management Fee Report the Sub Portfolio accounts are displayed in Account Number Order. Is there a way to change that to Alpha Order ?
Richard G. Bertsch CFP(tm)
ricbertsch
 
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Postby Mark » Tue Jun 27, 2017 11:10 am

Hi ricbertsch,

You can use the top level "Sort" menu to sort by whatever field you want.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby ricbertsch » Tue Jun 27, 2017 11:25 am

Thanks once again!
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 99
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ
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