Re: Help with a simple report

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In Reply to: Re: Help with a simple report posted by Wesley on December 13, 2004 at 03:53:37:

: Hi Mark

: Thanks for your reply and yes, the report you've suggested does present worthwhile information - I take your point about the "Gain" information. I guess what I had in mind was the "Investment Transactions" report simply augmented with the addition of a column for ending price.

: Exploring custom reports leads me to make a couple of requests:

: 1. I think it would be helpful to order the "Available Options" alphabetically. I spend a good while scrolling up and down trying to locate what I'm after.

: 2. Could you please make the "Copy to Clipboard" report tab-delimited so that it can be readily pasted into a spreadsheet for further processing. I found the text output very unhelpful in this respect.

: Thankyou indeed.

Hi Wesley,

#1) In FM 7.0 this is done. We've also added a "group filter", so you
can choose to only view a certain group of available fields. If you'd like
to try 7.0, it is in beta right now, and available here:

http://www.fundmanagersoftware.com/fm7beta.html

#2) It is space delimited so that if you paste it into a text document
it will be formatted nicely. You can import this into Excel if you use
the "Fixed Width" choice when reading in the text file. Also, if you
want to just paste it into Excel, Excel remembers your last import choice,
so if you first do a "Fixed Width" import, then your subsequent pastes
will be read in with that format also, rather than the "Delimted" option.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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