Re: Memo field in custom reports

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In Reply to: Memo field in custom reports posted by Ronald Watts on August 24, 2005 at 20:54:42:

: I would like a year-end custom report that includes the memo field. I notice that some standard reports include this field, but it isn't visible in the pick list of fields when you create a custom report.

: Is there any way around this?

: Thanks
: Ronald

Hi Ronald,

Which memo field are you looking to display? The custom report lists one row per investment (when listing by investment). There is no "memo" field specifically for an investment, but there is a "Description" field, which is available to put in the Custom report.

The Investment Transaction report does list the memo associated with each individual transaction. This report lists one line item per transaction instead of one line item for the whole investment. I suspect this is the standard report you were referring to that includes the memo field...

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

Replies:

• Re: Memo field in custom reports Ronald Watts 22:21:33 08/24/05 (0)
• Re: Memo field in custom reports Ronald Watts 22:15:55 08/24/05 (0)