Difference between revisions of "How can I get a stock valuation at a date?"
From Catalyst
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== Summary == | == Summary == | ||
This article explains how to get a Stock Valuation at a Date. | This article explains how to get a Stock Valuation at a Date. | ||
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− | *There are two filters for this report the Date and the Stock Depot. | + | * There are two filters for this report the Date and the Stock Depot. |
{{Note|text=Both of these fields are mandatory and as such must be filled out.}} | {{Note|text=Both of these fields are mandatory and as such must be filled out.}} | ||
− | * {{DataPrompt|"Date for valuation:"}} The date entered here will give you a value at the end of that | + | * {{DataPrompt|"Date for valuation:"}} The date entered here will give you a value at the end of that day's trading. |
* {{DataPrompt|"Depot code:"}}Enter the depot code for the stock you wish to value. | * {{DataPrompt|"Depot code:"}}Enter the depot code for the stock you wish to value. | ||
− | Once the fields have been entered, press {{KeyPress|F2}} or left click {{Button|Start}}to view the report. | + | Once the fields have been entered, press {{KeyPress|F2}} or left click {{Button|Start}} to view the report. |
Revision as of 12:31, 6 July 2009
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article explains how to get a Stock Valuation at a Date.
More Information
Go to "Stock Control" -> "Stock Reports" -> "Stock Report Generator"
In the "Filter on:" field type 'Val' and then press <Enter>
Choose the "Valuation at a Date" report by double left clicking on the report name.
- There are two filters for this report the Date and the Stock Depot.
Both of these fields are mandatory and as such must be filled out. |
- ""Date for valuation:"" The date entered here will give you a value at the end of that day's trading.
- ""Depot code:""Enter the depot code for the stock you wish to value.
Once the fields have been entered, press <F2> or left click [Start] to view the report.
To print out the "Valuation at a Date Report" press <F2> after the data is shown on Screen. |