Reports do not handle large portfolios or 7 figure balance totals well.
For instance on Holdings Report, which is std ...
I have portfolio and watchlists with 40 or more stocks listed. Also many lines (stocks) have 7 fiqure amts plus pennies showing.
Even though I have 3 screens,
-on this and oth rpts, I cannot see all the relevant columns on my screen
-get to the rightmost column intails scrolling to bottom, moving slide bar to right, and scrolling back
-when I scroll down, I lose the column headers ... usually I have to guess where the sought after column is. ie, annualized return on my xyz investment or say int received
-when I slide bar right, the stock letters disapper. who thought of that feature?
suggest you consider
-allow somehow the column headings and or the stock ticker or name remain in view on bigger screens not shown in full on current screen.
-ability to adj width of colunms, turn off cents, hide columns or resequence cols order
BTW annualized return by stock ticker for long term holdings is a nice & USEFUL touch, not easily available in many oth apps.
pLS allow more custom rpts with your data. some of your rpts are close, but not as useful as they could be. Every user is different