Script for MM Ex Home Page Summary

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euroglider
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Script for MM Ex Home Page Summary

Post by euroglider »

Need some help. I am new very new to SQL and was wondering if anyone could provide me with the correct script/Query to reproduce the Home Page Summary (Left Hand Side only) - showing Net worth summary (i.e. not the graphs or info on the RHS of the Home Page).
Thank you in advance.
E.

siowena
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Re: Script for MM Ex Home Page Summary

Post by siowena »

The SQL to provide that info is likely not possible as accounts and share values are stored in difference places.

The reports Account Summary and Credit report provide something similar for Accounts (not shares).

Attached their GRM files.

There is one for share values somewhere, I'll see if I can dig it out.
Attachments
CreditReport.grm
(2.42 KiB) Downloaded 457 times
CreditReport.grm
(2.42 KiB) Downloaded 447 times
AccountSummary.grm
(2.62 KiB) Downloaded 426 times

euroglider
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Re: Script for MM Ex Home Page Summary

Post by euroglider »

Thank you! I will give these a try to see if I can adapt and create a customized Net worth report format

siowena wrote:The SQL to provide that info is likely not possible as accounts and share values are stored in difference places.

The reports Account Summary and Credit report provide something similar for Accounts (not shares).

Attached their GRM files.

There is one for share values somewhere, I'll see if I can dig it out.

siowena
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Posts: 104
Joined: Tue Jul 17, 2018 8:04 am
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Re: Script for MM Ex Home Page Summary

Post by siowena »

[quote="euroglider"]Thank you! I will give these a try to see if I can adapt and create a customized Net worth report format

Ok, I was bored at work ;)

Try this one.

(note the two files are the same, for some reason the board adds the file twice).
Attachments
HomePageNetWorth.grm
(4.07 KiB) Downloaded 463 times
HomePageNetWorth.grm
(4.07 KiB) Downloaded 411 times

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