Re: Custom Report
[ Q2 03 - Q4 05 Archive ]
[ Current Message Board ]
[ Archives ]
[ Search ]
Posted by Mark on September 20, 2004 at 23:36:26:
In Reply to: Custom Report posted by Stew on September 20, 2004 at 19:21:47:
: Hi Mark,
: Living in NZ with a US stock exchange portfolio I want to create a custom report that displays the PREVIOUS day data performance. (Because, timewise, we are in effect 12 hours ahead of USA). I do not seem to be able to memorise the settings to enable the report date to stay one day behind the current date.
: Hope you can understand that!!
: Any help appreciated.
: Regards,
: Stew M Hi Stew, Yes, this isn't a supported option. The "float end date" option on memorized
reports will float the end date to the current date. Maybe it would be better
to have this end date float to the "default ending date", which is the date
on/before today's date with a recorded price. The thought process behind
it being the current date is that you can call up the memorized report
possibly before you update prices for today, and then you'd have the report
ending date 1 day earlier than you really wanted... Neither way would work
perfectly in all situations. I guess we could have 2 options for floating
the end date, but that sort of seems like overkill. Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
Replies:
|