Re: reports

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In Reply to: Re: reports posted by Mark on May 23, 2005 at 12:55:27:

: : Is it possible to produce a report with the following columns (in this order):security, quantity, unit cost, total cost, price, market value, percent of assets, unit income, annual income, and yield? Can the column headings be re-named?

: : Thanks.

:
: Yes, this would be using the Custom report. There is no "annual income" field, but you can set the date range to 1 year and request the interest income. The column headings cannot be renamed. You can place the columns in any order you want. For a link to all the available fields in the custom report, see:

: http://www.fundmanagersoftware.com/help/rpt_tp_custom.html

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

As an example could you indicate which field would produce the "unit cost" column?

Thanks.

Replies:

• Re: reports Mark 15:15:50 05/23/05 (2)
  • Re: reports csc 15:50:46 05/23/05 (1)
    • Re: reports Mark 18:35:35 05/23/05 (0)