Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Custom Reports

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Howard Ray on February 08, 2005 at 16:29:27:

I have set up a master portfolio with several subs. I want to produce a custom report for each sub-portfolio individually (ie not just sections on one report). When I generate my custom report (imported from version 6) it always includes all investments in the master portfolio.

I realize that I can right mouse on the report and use settings to select each sub portfolio, but is there a simpler way? I noticed that with standard reports the report settings window pops up automatically. Can this be set for a custom report?

Thanks.


Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy