Wiki-Quellcode von Portfolio Deltas

Zuletzt geändert von Administrator am 2014/06/04 10:00

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Portfolio Deltas 
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With  the menue ~~Reporting > Standard > Portfolio Deltas~~ you can arrange all bought and sold objects of an choosen period on different limitations.

With the button: ~~Query~~ you get a result in table style. It is advisable to choose the option: ~~Export in the background~~ when you have long reports, complex calculations or when your system uses a VPN or goes through a firewall.

With the button: ~~Query~~ you start the report, during this you can see on the top right of your screen a message that the enginge works on the report. Additional you can choose the option: Notification with e-mail (if not you just see on the top right a small popup, with the announcement of the generating report). In this case you have to configure in an e-mail address. For security reasons the compiled tables will remain for by default one month in the system.

With the button: ~~Back~~ you get a form which you need to limit query-filters or reset the fields on a default value.

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{image:xDelta.jpg|400|800|left}  
 Portfolio deltas \\ 
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With the button: ~~Query~~ you get as the result an output of all bought and sold objects of the desired period.

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*Yet you have another question leave it on this site for the metamagix-support-team.*