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Units Balances in Unrealised gains report

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 Dear Sir/Madam


We need Unit details in unrealized gains report Units column as attached that these are all units or partial units (older then a year or 3 year in case of ELSS), required in cases of Switches or redmptions as redemption options are All units or Partial Units.

Currently we have to figure out manually and it takes a lot of time and mistakes do happen.

1 Comment

Dear Sir,


Please use the Short Term - Long Term Filter at the bottom of the Report settings screen.


Regards

Anuj Jain

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