Allow just showing Subtotals in reports

[lucabol]

Hi,
Often, when you create a report, you are trying to get an overall view of your performance. You might not care much about the details of each holding performance, you just want to see your overall results by subportfolio, investment goal etc...

To avoid un-necessary clutter, I'd like to selectively be able to have just the Subtotals in my reports instead of all the details for each holding.

Thanks,
.luca

[Mark]

Understood, thanks. In a reply to one of your earlier feedbacks I mentioned we are planning on an option where you can specify the number of levels of hierarchy to report. I believe this will address your need, as you can just set it to 1, and it will only report on items directly in the sub-portfolio you've created the report for.