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Pivot Table Display on Investment Performance Reports
Would like to be able to display the investment reports using two variables like a pivot table. For instance, the rows can be time buckets (using the date range drop down like years) and the columns can be using one of the variables from the sub-total drop-down (for instance investing goal or account). The data is all there and this will be a major leap in the functionality of the reporting capabilities. Otherwise, providing access to the pivot data in a tabular format that we can export and create our own reports would be another option.