Re: Report Sorting Problem

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In Reply to: Re: Report Sorting Problem posted by Marva on February 21, 2005 at 08:23:44:

: : : Hi Mark - Recently, the report sort function in version 7.1 for numeric fields such as %gain stopped working correctly. However, alpha fields such as the investment name sort correctly. Any ideas?

: : : Thanks - Mike F.

: :
: : Hi Mike,

: : The sorting functions sort the "Investments". If your report is listed
: : by something other than investments, it may not be sorted as you want.
: : Could that be the issue?

: : Thanks,
: : Mark

: I'm having the same problem. The reports are the standard Portfolio Performance and Investment Performance. Sorts by %Gain or Yield don't work. Isn't anybody testing this? The problem is quite clear. Could it have to do with conversion of older portfolios to the newer version?

: Wondering,
: Marva

I'll post my own followup. It has to do with hidden investments. If your portfolio has them, then show them and sort. It works. If sorting without showing the hidden investments, it does not sort correctly even taking into account that hidden investments are in the mix. I need the hidden investments in the portfolio because they have been sold, but count in the overall gain/loss figures but I don't want all of them cluttering up the screen.

Marva

Replies:

• Re: Report Sorting Problem Mark 12:58:07 02/21/05 (0)