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Script for MM Ex Home Page Summary

Posted: Mon Apr 08, 2019 1:36 am
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.

Re: Script for MM Ex Home Page Summary

Posted: Mon Apr 08, 2019 10:29 am
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.

Re: Script for MM Ex Home Page Summary

Posted: Mon Apr 08, 2019 9:44 pm
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.

Re: Script for MM Ex Home Page Summary

Posted: Wed Apr 10, 2019 9:40 am
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).