Report Preferences - Investment Transactions Dialog

 

This dialog is available from the Options / Report Preferences... menu command under any Report window.

 

This dialog page allows you to specify preferences on how Investment Transaction reports are displayed. The following options are available:

 

Display Columns:

Choose which fields (columns) are displayed in the report.  See Investment Transaction Report for a description of each field.

Investment Description:

Controls how an investment is described in this report type.  When the report is being displayed for All Investments In Portfolio there will be an "Investment" column.  When the report is being displayed for only a single investment, the investment's description will be placed in the report's sub-title.

Account Description:

Controls how the sub-portfolio (account) is described in the report.  When the report is being displayed for All Investments In Portfolio there will be an "Account" column.  When the report is being displayed for only a single investment, the account's description will be placed in the report's sub-title.

Report Totals:

Controls whether or not totals are shown at the bottom of the report, and how much detail to display in the totals.

See Also

Report Window

Report Filter Settings

Report Colors

Report Column Labels

Report Preferences Dialog

 

 


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