Custom Report Symbol by Month or Time Period

[divinest]

Is it possible to create a custom report something like the following, i.e break the distribution by time period (something like a pivot table). Was able to do a custom month for 6 time periods months, wanted to see if there is a better way to do this for 12 months or by qtr?

Symbol Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

XYZ 10 - - 10 - - 10 - - 10 - -
ZZZ
AAA

Thanks much!

[Mark]

Hi divinest,

No, there isn't a way to do that for distributions. There is the "Monthly Performance" report that has the format I think you're looking for, but it has only a limited number of "Performance metrics" available, and distributions is not one of them.

[divinest]

Thanks Mark, for now i can workaround with 5 dates (4 qtrs and 1 ytd) that seem to give what i was looking for all but qtr instead of monthly.