Tax Status Pie Chart - Drill Down Report

[akahrim]

Hi Mark...when I click on a "pie" slice in the Tax Status pie chart nothing happens. No report comes up showing the holdings.

All other pie chart reports seem to bring up a report showing the holdings when you click on a "pie" slice.

I see the Tax Free status is set in the "Other" tab of the investment properties. could that be the reason?

Comment - suggestion?

Thanks
AK

[Mark]

Hi AK,

Yes. The reason is that in reports there is no option to filter by Tax Status. When you click on a pie chart wedge that is broken down by something that a report can filter by, a Portfolio Value report will come up, with that filter option set, so you can see a detailed listing of the investments comprising that pie slice. In the case of Tax Status, reports aren't able to do this. Maybe in a future version...