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Re: Dividend distribution report

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Posted by Mark on October 04, 2005 at 10:03:06:

In Reply to: Dividend distribution report posted by Amit on October 04, 2005 at 01:39:51:

: Is there a way to generate a dividend distribution report that lists only those investments where dividends have been distributed in the specified period ?.

: I tried to use the "Distribution Summary" report and also the Custom settings - but the reports show the complete list of investments in the selected portfolio. I am looking for an option where the report skips the investments which have no dividends/distributions in the selected period ; just like the "Capital Gains - FIFO" report which lists only those investments where a capital gain/loss has been booked.

: Thanks much.

: Amit

: [ I am using FM Personal v 7.4 ]

Hi Amit,

Sorry, but there is no option to filter out these items in most of the reports, including the distribution summary report. I do like the idea of adding such an option though, I can see it being useful.

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

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