Change Request
I'm sorry, but I don't understand why you all go to so much trouble for the treasurer's report. Why not just save a copy of each of the three reports with cute PDF, and then post them on Bivio under the file you name Treasure's Reports with a subfile with the name of the month. Then every member can go and view the reports at any time. At the meeting, all you have to do is tell about the transactions from the previous month and give the cash balance at the broker, and you're finished.
Bivio has made it so simple, I am getting the feeling that you think it's too easy, so you make up busy work.
Phyllis Woodring
Model Investment Club of Northern Virginia
Do what you can. Want what you have. Be who you are.
The whole point was to get this down to 1 double side page report. Creating the PDF and combining them gets me over a 4 single sided report or at least 2 pages on the report. exporting to spreadsheet I am able to get 20 stock valuation and 20 member status on to a single side of a page. No more turning the page. No extra verbiage at the top and bottom of ever page.On Tue, Feb 6, 2018 at 2:12 PM, Scott Stambaugh via bivio.com <user*25844000001@bivio.com> wrote:I produce the same 3 reports for my club. Best way to do this is to run the report and print them to a PDF. Then take each of the 3 PDF's and combine them into into 1 document. Takes less than couple minutes to do.Scott Stambaugh TreasurerFDIC-Fort Defiance Investment ClubDefiance OhioOn Tue, Feb 6, 2018 at 4:30 PM, Norman Gee via bivio.com <user*125100001@bivio.com> wrote:It would be nice if bivio can produce a monthly 1 or 2 page report with valuation, member status and transactions formatted for printing. I currently export all these items to spreadsheet and cut and paste it to a 2 page word document for club presentations. The format on the web page is not conducive for report printing especially if you want several reports printed as one.On Tue, Feb 6, 2018 at 7:17 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Thanks everyone for the suggestions. I am adding all of them to our open wish list as they are all good ideas.
Please feel free to send confirmation if you'd also like to see a feature added that has been mentioned.
The more interest in a new feature, the higher it can move up on the development priority list.
On another note, if you wish to make a new posting on Club Cafe, just send an email to club_cafe@bivio.com and it will go to all the members of the list.
If you are changing a topic, it is best to do this to start a new thread rather than to reply to an email on a different topic.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
I'm sure every club is different. What works for you and your club members
might not work for others. Personally, while I understand your point of
filing your monthly reports in Bivio's file repository, that would not work for
us. There are some files we store there, like our Partnership Agreement
but if I expected each member to log into Bivio and navigate to the files
section, that just wouldn't happen. It's less work for me to send the
reports to each member as email attachments (.pdf format) rather than having to
file them in the files section of Bivio. Once they receive the reports, which
consist of 4 pages of information, they can save them..... or do whatever they
want with them. This works for us.
Dick Lewis
Gentlemen's Mutual Investment Club
Sent: Tuesday, February 06, 2018 8:18 PM
Subject: Re: [club_cafe] Re: Change Request
I'm
sorry, but I don't understand why you all go to so much trouble for the
treasurer's report. Why not just save a copy of each of the three reports with
cute PDF, and then post them on Bivio under the file you name Treasure's Reports
with a subfile with the name of the month. Then every member can go and view the
reports at any time. At the meeting, all you have to do is tell about the
transactions from the previous month and give the cash balance at the broker,
and you're finished.
Bivio has made it so simple, I am getting the feeling that you think it's
too easy, so you make up busy work.
Phyllis Woodring
Model Investment Club of Northern Virginia
Do what you can. Want what you have. Be
who you are.
The whole point was to get this down to 1 double side page report. Creating the PDF and combining them gets me over a 4 single sided report or at least 2 pages on the report. exporting to spreadsheet I am able to get 20 stock valuation and 20 member status on to a single side of a page. No more turning the page. No extra verbiage at the top and bottom of ever page.On Tue, Feb 6, 2018 at 2:12 PM, Scott Stambaugh via bivio.com <user*25844000001@bivio.com> wrote:
I produce the same 3 reports for my club. Best way to do this is to run the report and print them to a PDF. Then take each of the 3 PDF's and combine them into into 1 document. Takes less than couple minutes to do.Scott Stambaugh TreasurerFDIC-Fort Defiance Investment ClubDefiance OhioOn Tue, Feb 6, 2018 at 4:30 PM, Norman Gee via bivio.com <user*125100001@bivio.com> wrote:
It would be nice if bivio can produce a monthly 1 or 2 page report with valuation, member status and transactions formatted for printing. I currently export all these items to spreadsheet and cut and paste it to a 2 page word document for club presentations. The format on the web page is not conducive for report printing especially if you want several reports printed as one.On Tue, Feb 6, 2018 at 7:17 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Thanks everyone for the suggestions. I am adding all of them to our open wish list as they are all good ideas.
Please feel free to send confirmation if you'd also like to see a feature added that has been mentioned.
The more interest in a new feature, the higher it can move up on the development priority list.
On another note, if you wish to make a new posting on Club Cafe, just send an email to club_cafe@bivio.com and it will go to all the members of the list.
If you are changing a topic, it is best to do this to start a new thread rather than to reply to an email on a different topic.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
I tell my members to go to Bivio if they are interested in this data. Most don't, but I would like all of them to become familiar with the layout of Bivio and the breadth of good reports that already exist.
Dave Vandaveer Treasurer
Friday Depositors Investment Club (FDIC)
Friday Harbor, WA
On 2/6/2018 2:12 PM, Scott Stambaugh
via bivio.com wrote:
I produce the same 3 reports for my club. Best way to do this is to run the report and print them to a PDF. Then take each of the 3 PDF's and combine them into into 1 document. Takes less than couple minutes to do.
Scott Stambaugh TreasurerFDIC-Fort Defiance Investment ClubDefiance Ohio
On Tue, Feb 6, 2018 at 4:30 PM, Norman Gee via bivio.com <user*125100001@bivio.com> wrote:
It would be nice if bivio can produce a monthly 1 or 2 page report with valuation, member status and transactions formatted for printing. I currently export all these items to spreadsheet and cut and paste it to a 2 page word document for club presentations. The format on the web page is not conducive for report printing especially if you want several reports printed as one.
On Tue, Feb 6, 2018 at 7:17 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Thanks everyone for the suggestions. I am adding all of them to our open wish list as they are all good ideas.
Please feel free to send confirmation if you'd also like to see a feature added that has been mentioned.
The more interest in a new feature, the higher it can move up on the development priority list.
On another note, if you wish to make a new posting on Club Cafe, just send an email to club_cafe@bivio.com and it will go to all the members of the list.
If you are changing a topic, it is best to do this to start a new thread rather than to reply to an email on a different topic.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
|
On Tue, Feb 6, 2018 at 9:53 PM, Dave Vandaveer via bivio.com <user*15796400001@bivio.com> wrote:
I tell my members to go to Bivio if they are interested in this data. Most don't, but I would like all of them to become familiar with the layout of Bivio and the breadth of good reports that already exist.
Dave Vandaveer Treasurer
Friday Depositors Investment Club (FDIC)
Friday Harbor, WA
On 2/6/2018 2:12 PM, Scott Stambaugh via bivio.com wrote:
I produce the same 3 reports for my club. Best way to do this is to run the report and print them to a PDF. Then take each of the 3 PDF's and combine them into into 1 document. Takes less than couple minutes to do.
Scott Stambaugh TreasurerFDIC-Fort Defiance Investment ClubDefiance Ohio
On Tue, Feb 6, 2018 at 4:30 PM, Norman Gee via bivio.com <user*125100001@bivio.com> wrote:
It would be nice if bivio can produce a monthly 1 or 2 page report with valuation, member status and transactions formatted for printing. I currently export all these items to spreadsheet and cut and paste it to a 2 page word document for club presentations. The format on the web page is not conducive for report printing especially if you want several reports printed as one.
On Tue, Feb 6, 2018 at 7:17 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Thanks everyone for the suggestions. I am adding all of them to our open wish list as they are all good ideas.
Please feel free to send confirmation if you'd also like to see a feature added that has been mentioned.
The more interest in a new feature, the higher it can move up on the development priority list.
On another note, if you wish to make a new posting on Club Cafe, just send an email to club_cafe@bivio.com and it will go to all the members of the list.
If you are changing a topic, it is best to do this to start a new thread rather than to reply to an email on a different topic.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
Great idea!
Where can I find a members tax basis in the Club?
What have I paid in dues since......?
What has been the overall performance of our portfolio in the last 5 years compared to the Vangard Growth Fund Index?
Dave Rowekamp
Roundtable Investment Club
Winona, MN
Sent from my iPhone
I've thought of making up a bivio "Treasure Hunt". It would be a series of items a club treasurer could have their members "Find" on the bivio site.
Might be a fun club activity. Anybody have any thoughts on where they'd like their members to be able to navigate to on the bivio site and what would be good things to tell them to "find" once they got there?
Some examples that come to mind:
"What was our total club valuation on Jan. 1, 2017"?
"What is the cost basis of our oldest lot of _____ shares"?
"What topics did we discuss in our club meeting on ____"?
"What buys and sells have we had so far this year? What prices did we buy and sell the shares for?"
You guys are creative. Any thoughts that come to mind that might be fun to add to the list?
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to UnsubscribeOn Tue, Feb 6, 2018 at 9:53 PM, Dave Vandaveer via bivio.com <user*15796400001@bivio.com> wrote:I tell my members to go to Bivio if they are interested in this data. Most don't, but I would like all of them to become familiar with the layout of Bivio and the breadth of good reports that already exist.
Dave Vandaveer Treasurer
Friday Depositors Investment Club (FDIC)
Friday Harbor, WA
On 2/6/2018 2:12 PM, Scott Stambaugh via bivio.com wrote:
I produce the same 3 reports for my club. Best way to do this is to run the report and print them to a PDF. Then take each of the 3 PDF's and combine them into into 1 document. Takes less than couple minutes to do.
Scott Stambaugh TreasurerFDIC-Fort Defiance Investment ClubDefiance Ohio
On Tue, Feb 6, 2018 at 4:30 PM, Norman Gee via bivio.com <user*125100001@bivio.com> wrote:
It would be nice if bivio can produce a monthly 1 or 2 page report with valuation, member status and transactions formatted for printing. I currently export all these items to spreadsheet and cut and paste it to a 2 page word document for club presentations. The format on the web page is not conducive for report printing especially if you want several reports printed as one.
On Tue, Feb 6, 2018 at 7:17 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Thanks everyone for the suggestions. I am adding all of them to our open wish list as they are all good ideas.
Please feel free to send confirmation if you'd also like to see a feature added that has been mentioned.
The more interest in a new feature, the higher it can move up on the development priority list.
On another note, if you wish to make a new posting on Club Cafe, just send an email to club_cafe@bivio.com and it will go to all the members of the list.
If you are changing a topic, it is best to do this to start a new thread rather than to reply to an email on a different topic.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
For what it is worth, we open Bivio at each meeting and look at the Valuation Report, and usually the comparison to a Performance Benchmark at each meeting. All of our members know we can change the dates...and are often pointing out typing errors as we go.
We don't print out the valuation report.
We either have a computer hooked up to a large screen TV, or use a projector and a screen.
If you don't know how to do this, recruit a family member to help you.)
Linda Glein
Best Wishes for a prosperous New Year.
From: Dave Vandaveer via bivio.com
Sent: Tuesday, February 6, 2018 6:54 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Re: Change Request
I tell my members to go to Bivio if they are interested in this data. Most don't, but I would like all of them to become familiar with the layout of Bivio and the breadth of good reports that already exist.
Dave Vandaveer Treasurer
Friday Depositors Investment Club (FDIC)
Friday Harbor, WA
On 2/6/2018 2:12 PM, Scott Stambaugh via bivio.com wrote:
I produce the same 3 reports for my club. Best way to do this is to run the report and print them to a PDF. Then take each of the 3 PDF's and combine them into into 1 document. Takes less than couple minutes to do.
Scott Stambaugh Treasurer
FDIC-Fort Defiance Investment Club
Defiance Ohio
On Tue, Feb 6, 2018 at 4:30 PM, Norman Gee via bivio.com <user*125100001@bivio.com> wrote:
It would be nice if bivio can produce a monthly 1 or 2 page report with valuation, member status and transactions formatted for printing. I currently export all these items to spreadsheet and cut and paste it to a 2 page word document for club presentations. The format on the web page is not conducive for report printing especially if you want several reports printed as one.
On Tue, Feb 6, 2018 at 7:17 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Thanks everyone for the suggestions. I am adding all of them to our open wish list as they are all good ideas.
Please feel free to send confirmation if you'd also like to see a feature added that has been mentioned.
The more interest in a new feature, the higher it can move up on the development priority list.
On another note, if you wish to make a new posting on Club Cafe, just send an email to club_cafe@bivio.com and it will go to all the members of the list.
If you are changing a topic, it is best to do this to start a new thread rather than to reply to an email on a different topic.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
Linda, I laughed at this when I read it but it is so true!
We either have a computer hooked up to a large screen TV, or use a projector and a screen.If you don't know how to do this, recruit a family member to help you.
Ye ole bud,....Larry
Larry Reno
Larry Reno
-----Original Message-----
From: Linda Glein via bivio.com <user*21345500001@bivio.com>
To: club_cafe <club_cafe@bivio.com>
Sent: Wed, Feb 7, 2018 10:46 am
Subject: RE: [club_cafe] Re: Change Request
From: Linda Glein via bivio.com <user*21345500001@bivio.com>
To: club_cafe <club_cafe@bivio.com>
Sent: Wed, Feb 7, 2018 10:46 am
Subject: RE: [club_cafe] Re: Change Request
For what it is worth, we open Bivio at each meeting and look at the Valuation Report, and usually the comparison to a Performance Benchmark at each meeting. All of our members know we can change the dates...and are often pointing out typing errors as we go.
We don't print out the valuation report.
We either have a computer hooked up to a large screen TV, or use a projector and a screen.
If you don't know how to do this, recruit a family member to help you.)
Linda Glein
Best Wishes for a prosperous New Year.
Linda, I laughed at this when I read it but it is so true!
We either have a computer hooked up to a large screen TV, or use a projector and a screen.If you don't know how to do this, recruit a family member to help you.
Ye ole bud,....Larry
Larry Reno
Larry Reno
-----Original Message-----
From: Linda Glein via bivio.com <user*21345500001@bivio.com>
To: club_cafe <club_cafe@bivio.com>
Sent: Wed, Feb 7, 2018 10:46 am
Subject: RE: [club_cafe] Re: Change Request
From: Linda Glein via bivio.com <user*21345500001@bivio.com>
To: club_cafe <club_cafe@bivio.com>
Sent: Wed, Feb 7, 2018 10:46 am
Subject: RE: [club_cafe] Re: Change Request
For what it is worth, we open Bivio at each meeting and look at the Valuation Report, and usually the comparison to a Performance Benchmark at each meeting. All of our members know we can change the dates...and are often pointing out typing errors as we go.
We don't print out the valuation report.
We either have a computer hooked up to a large screen TV, or use a projector and a screen.
If you don't know how to do this, recruit a family member to help you.)
Linda Glein
Best Wishes for a prosperous New Year.
How did our club performed in 2016 compared to the Vanguard 500 index Fund (VFINX)?
John Rice
ABODI Investment Club
On Wed, Feb 7, 2018 at 8:51 AM, Larry Reno via bivio.com <user*17642900001@bivio.com> wrote:
Linda, I laughed at this when I read it but it is so true!
We either have a computer hooked up to a large screen TV, or use a projector and a screen.If you don't know how to do this, recruit a family member to help you.
Ye ole bud,....Larry
Larry Reno
-----Original Message-----
From: Linda Glein via bivio.com <user*21345500001@bivio.com>
To: club_cafe <club_cafe@bivio.com>
Sent: Wed, Feb 7, 2018 10:46 am
Subject: RE: [club_cafe] Re: Change Request
For what it is worth, we open Bivio at each meeting and look at the Valuation Report, and usually the comparison to a Performance Benchmark at each meeting. All of our members know we can change the dates...and are often pointing out typing errors as we go.We don't print out the valuation report.We either have a computer hooked up to a large screen TV, or use a projector and a screen.If you don't know how to do this, recruit a family member to help you.)Linda GleinBest Wishes for a prosperous New Year.
Sounds like a good learning experience for partners that really do not look at the work a treasurer does.
Thanks
On February 7, 2018 at 9:19 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
I've thought of making up a bivio "Treasure Hunt". It would be a series of items a club treasurer could have their members "Find" on the bivio site.
Might be a fun club activity. Anybody have any thoughts on where they'd like their members to be able to navigate to on the bivio site and what would be good things to tell them to "find" once they got there?
Some examples that come to mind:
"What was our total club valuation on Jan. 1, 2017"?
"What is the cost basis of our oldest lot of _____ shares"?
"What topics did we discuss in our club meeting on ____"?
"What buys and sells have we had so far this year? What prices did we buy and sell the shares for?"
You guys are creative. Any thoughts that come to mind that might be fun to add to the list?
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to UnsubscribeOn Tue, Feb 6, 2018 at 9:53 PM, Dave Vandaveer via bivio.com <user*15796400001@bivio.com> wrote:I tell my members to go to Bivio if they are interested in this data. Most don't, but I would like all of them to become familiar with the layout of Bivio and the breadth of good reports that already exist.
Dave Vandaveer Treasurer
Friday Depositors Investment Club (FDIC)
Friday Harbor, WA
On 2/6/2018 2:12 PM, Scott Stambaugh via bivio.com wrote:I produce the same 3 reports for my club. Best way to do this is to run the report and print them to a PDF. Then take each of the 3 PDF's and combine them into into 1 document. Takes less than couple minutes to do.Scott Stambaugh TreasurerFDIC-Fort Defiance Investment ClubDefiance OhioOn Tue, Feb 6, 2018 at 4:30 PM, Norman Gee via bivio.com <user*125100001@bivio.com> wrote:It would be nice if bivio can produce a monthly 1 or 2 page report with valuation, member status and transactions formatted for printing. I currently export all these items to spreadsheet and cut and paste it to a 2 page word document for club presentations. The format on the web page is not conducive for report printing especially if you want several reports printed as one.On Tue, Feb 6, 2018 at 7:17 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Thanks everyone for the suggestions. I am adding all of them to our open wish list as they are all good ideas.
Please feel free to send confirmation if you'd also like to see a feature added that has been mentioned.
The more interest in a new feature, the higher it can move up on the development priority list.
On another note, if you wish to make a new posting on Club Cafe, just send an email to club_cafe@bivio.com and it will go to all the members of the list.
If you are changing a topic, it is best to do this to start a new thread rather than to reply to an email on a different topic.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
Larry,
I so miss seeing you. I hope you are well, and still traveling.
I'm involved with three investment clubs (a member of two) and all three are fully connected and online during the meetings. In the early years I was one of the few who had any clue how to do this. Now more than half can. Today, I think my four year old grandkids could do it. (Dad might have to lift them up to plug the HDMI cable into the back of the TV, but they could take it from there.)
Linda
Linda
On Wed, Feb 7, 2018 at 8:51 AM, Larry Reno via bivio.com <user*17642900001@bivio.com> wrote:
Linda, I laughed at this when I read it but it is so true!
We either have a computer hooked up to a large screen TV, or use a projector and a screen.If you don't know how to do this, recruit a family member to help you.
Ye ole bud,....Larry
Larry Reno
-----Original Message-----
From: Linda Glein via bivio.com <user*21345500001@bivio.com>
To: club_cafe <club_cafe@bivio.com>
Sent: Wed, Feb 7, 2018 10:46 am
Subject: RE: [club_cafe] Re: Change Request
For what it is worth, we open Bivio at each meeting and look at the Valuation Report, and usually the comparison to a Performance Benchmark at each meeting. All of our members know we can change the dates...and are often pointing out typing errors as we go.We don't print out the valuation report.We either have a computer hooked up to a large screen TV, or use a projector and a screen.If you don't know how to do this, recruit a family member to help you.)Linda GleinBest Wishes for a prosperous New Year.
In our club, we put everything on Bivio! The treasurer's reports, the agendas, and the minutes. The club documents, bylaws, broker info, etc. are kept in a members only file, since we open our regular files to the public.
In addition when a new study is done, the SSG and all supporting documents must be placed on Bivio. If we buy the stock, then it is added to our Portfolio file on Bivio, where every stock we own is kept. We keep the original SSG, from when we bought it, the most up-to-date SSG, the quarterly report, and all supporting documents (i.e., Value Line, Morningstar, S&P, and sometimes Manifest Investing. These are updated every quarter and everyone has to upload his or her reports on Bivio. If your members do not know how to do this, you have a ready made Education feature! We pull the information directly from Bivio to show on the screen during our meetings.
We keep all the new stock presentations on too, and put them on our watch list, if we do not buy them. That way we can track whether or not we made a mistake by not buying!
Phyllis Woodring
Model Investment Club of Northern Virginia (MICNOVA)
Do what you can. Want what you have. Be who you are.
I've thought of making up a bivio "Treasure Hunt". It would be a series of items a club treasurer could have their members "Find" on the bivio site.
Might be a fun club activity. Anybody have any thoughts on where they'd like their members to be able to navigate to on the bivio site and what would be good things to tell them to "find" once they got there?
Some examples that come to mind:
"What was our total club valuation on Jan. 1, 2017"?
"What is the cost basis of our oldest lot of _____ shares"?
"What topics did we discuss in our club meeting on ____"?
"What buys and sells have we had so far this year? What prices did we buy and sell the shares for?"
You guys are creative. Any thoughts that come to mind that might be fun to add to the list?
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to UnsubscribeOn Tue, Feb 6, 2018 at 9:53 PM, Dave Vandaveer via bivio.com <user*15796400001@bivio.com> wrote:I tell my members to go to Bivio if they are interested in this data. Most don't, but I would like all of them to become familiar with the layout of Bivio and the breadth of good reports that already exist.
Dave Vandaveer Treasurer
Friday Depositors Investment Club (FDIC)
Friday Harbor, WA
On 2/6/2018 2:12 PM, Scott Stambaugh via bivio.com wrote:
I produce the same 3 reports for my club. Best way to do this is to run the report and print them to a PDF. Then take each of the 3 PDF's and combine them into into 1 document. Takes less than couple minutes to do.
Scott Stambaugh TreasurerFDIC-Fort Defiance Investment ClubDefiance Ohio
On Tue, Feb 6, 2018 at 4:30 PM, Norman Gee via bivio.com <user*125100001@bivio.com> wrote:
It would be nice if bivio can produce a monthly 1 or 2 page report with valuation, member status and transactions formatted for printing. I currently export all these items to spreadsheet and cut and paste it to a 2 page word document for club presentations. The format on the web page is not conducive for report printing especially if you want several reports printed as one.
On Tue, Feb 6, 2018 at 7:17 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Thanks everyone for the suggestions. I am adding all of them to our open wish list as they are all good ideas.
Please feel free to send confirmation if you'd also like to see a feature added that has been mentioned.
The more interest in a new feature, the higher it can move up on the development priority list.
On another note, if you wish to make a new posting on Club Cafe, just send an email to club_cafe@bivio.com and it will go to all the members of the list.
If you are changing a topic, it is best to do this to start a new thread rather than to reply to an email on a different topic.
Laurie Frederiksen
Invest with your friends!
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