Report for Hidden Investments

[paulk]

Hi Mark

Any way I can run a report listing "hidden" investments by portfolio? Would be a could quick audit check for me.

Thanks

[Mark]

Hi paulk,

You can't get a report listing "only" hidden investments, but you could create a Custom report with the field "Hidden", and then sort the report by that field (see the top level "Sort" menu). If you're looking for investments with zero shares, you could also do the same with the "Shares (ending)" field.