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Distribution Summary report

Questions on using, creating, or understanding data in Fund Manager reports.
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Postby rmiz » Sat Mar 08, 2025 6:40 pm

I am running the standard Distribution Summary report to get income by company for 2024. The companies I sold are not showing up on the report. They did have income for 2024. Does anyone know why this is happening and how to fix the issue so they are included on the report.?

Regis
rmiz
 
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Postby Mark » Sun Mar 09, 2025 2:40 pm

Hi Regis,

What do you have for:

Options / Report Preferences... / General / Investment Display:

?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby rmiz » Mon Mar 10, 2025 4:58 pm

The correct investment display was not selected in the report dialogue box.

Thanks

Regis
rmiz
 
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