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Re: export custom repot to excel

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Posted by Mark on September 08, 2007 at 10:41:50:

In Reply to: export custom repot to excel posted by Mike T. on September 08, 2007 at 09:22:08:

: Mark,
: I have created a couple nice custom reports ;)
: How do I export the REPORT (not source data) to excel?
: I'd like to create a couple simple pivot tables that may better categorize / granulate investments (cap size, industry, sub-industry, multiple asset types for each investment, risk, market trend, etc).
: Love your software!!
: Mike T.

Hi Mike,

For instructions on this, please read:

http://www.fundmanagersoftware.com/faq.html#Excel

Thanks,
Mark
--
Fund Manager - Portfolio Management Software



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