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Names and symbols

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

Postby davepapaz » Thu Oct 19, 2023 5:36 pm

I would like to have the stock Name in the table as well as the Symbol for Distribution Report. How can this be done?
davepapaz
 
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Joined: Tue May 18, 2021 4:41 pm

Postby Mark » Thu Oct 19, 2023 5:48 pm

Hi davepapaz,

What are you "listing by" in your Distribution Summary report? See:

Options / General Preferences... / Display / Investment Description

and

Options / Report Preferences... / General / Symbol Lines Labeled As:
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby davepapaz » Sat Oct 21, 2023 4:32 pm

Thank you, Mark.
Think I got it figured out now. I appreciate you pointing me in the right direction. Nice to have the report conformed to my brokerage reports. :D
davepapaz
 
Posts: 7
Joined: Tue May 18, 2021 4:41 pm


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