Executive Summary Report for Professional Version

[andyashwood]

Dear FM
I am a fairly new user. Its a great piece of software to run the retirement accounts for my wife and I along tracking with our other investments.
I would really like it if the Executive Summary Report (without branding etc) was available for the Professional version of FM. A single report that gives you a snapshot of the fund like this is fairly crucial for anyone running a portfolio - even those of us who do it on a very small scale and for non-commercial purposes.
Thanks & regards - Andy

[Mark]

Hi andyashwood,

Okay, thanks for the feedback. You can get all that same information in other reports, but not in a single/consolidated report like the Executive Summary. If you create a couple reports/graphs, you can memorize them as part of your portfolio file, so each time you open FM they will all be shown automatically.

[aviator]

Hi Mark,

Have you considered space on this forum where we can share custom reports? Not sure how it would work, but ideally we download a file that can be imported? I, too, need what Andy seeks but don't have the time to figure it out. If he does, would be nice to share.

[Mark]

Hi aviator,

Interesting idea, thanks... You're right we would need to add the ability to import/export custom reports as well.