Customising a Transaction Report

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Mark,

I am trying to customise the Transaction report (for instance, remove the Portfolio Value Field) but find the "modify which fields are included...." icon is blanked out.

I then tried to create a custom report of similar format to the standard transaction report but am having difficulty finding the fields relating to transactions - ie transaction date, investment name etc. I can find fields that cover date of last distribution etc but I want a report covering a period prior to my last distribution).

Can you point me to a previous message that covers this?

Many thanks,

Don

Replies:

• Re: Customising a Transaction Report Don 20:16:49 01/11/05 (2)
  • Re: Customising a Transaction Report Mark 23:04:41 01/11/05 (1)
    • Re: Customising a Transaction Report Don 22:09:21 01/12/05 (0)