Notes field in custom report

[divinest]

Hi Mark, Do you know if there is a way to create a report with notes and symbol? for instance, if i make notes of dividend increases; cents and percentages on a given date, would it be possible to create a custom reports to list them? I do see the investment transaction report can be filtered to show only the notes, however the headers are standard though. (checked the documentation and prior posts, wasn't able to find the answer) Thanks much!

[Mark]

Hi divinest,

Notes are like transactions, in that you can have multiple notes per investment. A Custom report can't list by transaction/note. The smallest object you can list by is investment in a Custom report.

You can get what you're asking for in an Investment Transaction report. Use the "Filter..." button to only show "Notes". Under "Options / Report Preferences... / Investment Transactions" you can set the "Investment Description" to use "Symbol".

[divinest]

Thanks Mark, i ran a report as suggested, however see the attached, is there a way to show only the date/symbol/notes as header? Thanks!

[Mark]

Hi divinest,

You can get it with: Date / Transaction / Investment / Note

In the "Preferences..." dialog turn off the option to display the account number, and un-check all the display columns except "Price", which is where the notes are displayed.

[divinest]

Thanks Mark, that worked, however please see the attached, the price now show with ... (3 dots), i tried auto size col as well. (workaround: if i add the memo field then the price displays full info)

[Mark]

The last column has a hidden divider, so you can widen the column. Click/drag where you would imagine that divider would be, based on the other column dividers.

[divinest]

Cool, that worked, thanks for the info (nice to know there is a hidden col separator)