Re: simple report help
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Posted by Mark
on July 31, 2005 at 00:32:50:
In Reply to: simple report help posted by L Larson on July 30, 2005 at 08:29:42:
: Continuing to make simple things difficult, I would like to (simply) have a report that would calculate how much my portfolio made that week, gross, no CG or taxes.
: Ended up using the Custom report that allows 6 time intervals and set each of those to a week. And selected my variables.
: However 6 time periods with 6 or 7 variables each does not fit on a sheet of paper even Landscape.
: SO then I print in two parts, setting the time period to 3 etc.
: Now I carefully used time slots in which I had no buys or sells, to keep the amount in each investment having no principle added.
: BUT in fact I should be able to to such a report and have any purchases 'neutralized' hence keeping a running track of weekly income or loss.
: EZ to do on a spreadsheet, again, so WHEN will FM give us tools to do that since its often cumbersume to use FM itself to help us manage? An oxymoron?
: Any suggestions/format would be helpful. Per usual, NO WAY to export a report as a CSV..... WHEN will you make that happen?? i.e. FM has 'to Quicken' (or used to) allowing that conversion...... : Lars
Hi Lars,
I believe your main question is how to transfer report data to Excel... You can do this now. Read about how to do that here: http://www.fundmanagersoftware.com/faq.html#Excel Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
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