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Author Topic:   Printing Investment Report by Category(ies)
BETH TERRILL
Member 		posted 08-29-2000 08:18 AM     Click Here to See the Profile for BETH TERRILL   Click Here to Email BETH TERRILL     Edit/Delete Message
Can I print an investment report by one category? (not just summarized or sub totaled) For example, a report on only venture capital investments. Also, can I print a report on multiple categories? (for example, a report on venture capital investments and partnerships)

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John
Administrator 		posted 08-30-2000 08:37 AM     Click Here to See the Profile for John     Edit/Delete Message
There are Investment reports for specific types of investments such as Bonds, securities, long term investments, Executive Stock options, ect. There is not a way to specify a category or multiple categories.

But to do the same thing, use account qualifiers to select what accounts to be included on the report. This will work for all investment reports and other reports such as balance sheets, income statements.

Read more about account qualifers in the help system or the reference manual.

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