Grouping reports on something other than investment name

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I'd like to create reports that can group by symbol, investment goal, or asset allocation. All the reports seem to group by Investment Name.

To better illustrate, suppose I had the following data

Investment Name - Category - Value
--------------------------------------
High Fees Fund - Large Growth - $100
More Excuses Fund - Large Growth - $500
No Returns Fund - Large Value - $300
Bad Timing Fund - Small Growth - $200
---------------------------------------

If I wanted a porfolio value based on asset allocation, the custom report might look like this:

High Fees - Large Growth - $100
Speculative Growth - Large Growth - $500
No Returns - Large Value - $300
Bad Timing - Small Growth - $200

But this isn't what I want. I still have to do the math to figure out the total value of my large growth funds. Here's the way I'd like it:

Large Growth - $600
Large Value - $300
Small Growth - $200

Is this possible? If so, how do I do this?

Thanks in advance

Replies:

• Re: Grouping reports on something other than investment name Mark 08:46:52 06/01/00 (0)