Add SubTotals for Investment Goals at end of Reports

[lucabol]

Hi,
Today, if you set "Subtotal By" to "Sub Portfolio", at the bottom of the report you see the subtotals for each portfolio in a nice looking table.

If you set "Subtotal By" to "Investment Goal" you don't see such a table.

It almost looks like a bug, as all the data is there at the end of each "Investment Goal" section, it just isn't pulled out to build the end table.

I'd like you to add this feature in the next release.

Thanks,
.luca

[Mark]

Hi Luca,

Thanks, I see your point here... The thinking behind this was that you would only ever have 1 effective level of hierarchy with Goal, Asset, Investment Type, or Symbol sub-totaling, so re-listing them at the bottom could be more clutter than help. With sub-portfolios, you can have an unlimited amount of hierarchy. We are thinking about an option where you can specify the number of levels of hierarchy you want reported when sub-totaling by sub-portfolio. Maybe this idea could also be applied or replaced with a similar option for the other sub-total options, such that you only see the asset types, and not list all the investments.

[lucabol]

That would solve my issue. Thx.