Re: Reporting

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In Reply to: Reporting posted by Marlowe Nortrom on July 03, 2003 at 00:07:55:

: Is there a way I can print a canned report that will
: include only the items in a portfolio that are
: selected for overlay in the Investment Overlay display?

: Thanks.

: MN

Hello Marlowe,

No, there is no such filtering for reports. Reports will show all opened
investments, unless they are hidden, and you have "View/Hidden Investments"
turned off. You could create another report with only the investments
you want in your report, and use that portfolio for creating the report.
You can have as many portfolios as you want, and investments can belong
in multiple portfolios.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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