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Sub-Portfolio Headings in Portfolio Value Report

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

Postby elliots » Thu Jan 08, 2009 12:22 pm

Is there a way to show sub-portfolio headings in the Portfolio Value report when subtotals are shown? It's rather abrupt to start with the investment listing and have to look below to see which sub-portfolio you looking at.

Similar issue in many other reports.
elliots
 
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Location: West Palm Beach, FL

Postby Mark » Thu Jan 08, 2009 12:43 pm

Hi elliots,

When sub-totaling, the sub-totals are always shown at the bottom of the group. There is no option to put the sub-totals at the top of the group. Thanks for the feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby elliots » Thu Aug 18, 2011 2:18 pm

Mark,

Was about to start a new thread when I searched and found I had already grumbled. I'm trying again to generate some enthusiasm for this change.

This is the one thing about FM that drives me crazy. When I start to look at a sub-totaled report I begin reading a list of investments and have to stop myself and run down the page to see what I'm reading. I'm not asking for the sub-totaled amount to come first, but just the heading which identifies the list I'm reading -- it should be at the beginning of the list.

Elliot
elliots
 
Posts: 167
Joined: Sun Sep 28, 2008 11:29 am
Location: West Palm Beach, FL

Postby Mark » Thu Aug 18, 2011 2:49 pm

Hi Elliot,

Okay, I can understand your desire for this change. Thanks for the feedback. Hopefully we can add this as an option at some point in a future version.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11834
Joined: Thu Oct 25, 2007 2:24 pm
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