Custom Reports

[billroot]

Had one week with FM and it is terrific. I would like to set up a series of Custom Reports that I use weekly. How can I save the format of each Custom Report so I don't need to set it up each time I want to use it? Thanks

[Mark]

Hi billroot,

Glad you're enjoying Fund Manager. To save a report format, use "Edit / Memorize..." while viewing the report you want to save. You can assign a name to this memorized report, and choose some options about how to adjust the date range when you recreate this memorized report. Once you've memorized a report, you can recreate it by selecting the name from the "Reports" menu.