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Customized Reports for Batch Printing Disappearing
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I prepare Customized Reports during the quarter and minimize the screen so that they are the available to run in my Batch Print, however over the last week each time I close out of FM and then reopen the reports are missing and I have to create them again. Help!
Richard G. Bertsch CFP(tm)
Hi ricbertsch,
After you create the report, use "File / Save Portfolio" to memorize that report as part of your portfolio file.
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