Re: Memo field in custom reports

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In Reply to: Re: Memo field in custom reports posted by Mark on August 24, 2005 at 21:17:36:

: : 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
:

Sorry - I should have been more specific. Your suspicion is right - it is the memo field in the transaction reports I was referring to.

So I suppose that custom reports are only available on the portfolio, and not for individual investments?

Thanks
Ronald

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