Re: One asset only reports

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Posted by Chris on November 10, 2006 at 10:32:39:

In Reply to: Re: One asset only reports posted by Mark on November 10, 2006 at 10:26:32:

: : Is there a report option that allows only one (1) asset category to be displayed? e.g. I have several sub-portfolios that each have cash balances. I need a report that would include only those balances from all sub-portfolios. Thank you.

: Hi Chris,

: Yes, if you're using version 8.x. You can "filter" your reports to only show a selected investment type, symbol, asset type, or investment goal. On the report settings dialog, click the "Filter" button.

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software

Thank you. How do I check as to which version I'm using.

Replies:

• Re: One asset only reports Mark 10:36:58 11/10/06 (0)