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Custom Report[ Message Board ] [ Archives ] [ Search ] Posted by Bob Jarvis on September 18, 2007 at 01:06:00: Hi Mark Each year I prepare for my accountant a custom report with the headings SHARES (BEGINNING), VALUE (BEGINNING), SHARES PURCHASED (BETWEEN), PURCHASES (BETWEEN)..... ETC This year, with the latest FM version, the report shows only a list of the shares in my portfolio, with no other columns. Can you assist please? Bob
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