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Re: Customising a Transaction Report

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Posted by Don on January 12, 2005 at 22:09:21:

In Reply to: Re: Customising a Transaction Report posted by Mark on January 11, 2005 at 23:04:41:

Mark,

i wanted to hand some "old" transaction detilas to an accountant and Portfolio value was not a necessary field.

I managed it fine with Excel but perhaps some flexibility with reports on transactions may be a useful future addition.

Please - a reply is not required for this message.

Regards,
Don
:
: Hi Don,

: The only report type that you can add/remove fields to is the "Custom" report
: type. You can't edit the displayed fields in any other report type, including
: the "Investment Transactions" report type. The Investment Transactions report
: is rather unique, in that it lists transactions. All other report types
: list by Investment, Symbol, Type, Asset, or Goal. Therefore, you won't really
: be able to reproduce a similar report type with the Custom report.

: Thanks,
: Mark

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