How to create a Total Sum for dividend on Master Portfolio l

[Klaus]

Hello,

I created a custom report showing the dividen of all investments in the year. Looks ok, but there is no total available, The row wion Master portfolio level shows a N/A.
Any easy way to dreate such a total value?

[Mark]

Hi Klaus,

My guess is you have investments in multiple different currencies, so they aren't summed for a total. You can confirm by looking at "Help / Logs / Report Calculation...". If this is the reason, you can turn on "View / Exchange Rate Adjusted" so all investment values will be displayed in your default currency, and a sum can be displayed. For more on this, see this faq:

https://www.fundmanagersoftware.com/faq ... encies.php

[Klaus]

Hello,

works perfect.

Happy Sunday
Klaus