Report with different combinations of taxonomy

English Reports
1

Just wanted to understand, if there is a possibility to get relational report with respect to the taxonomy

For example I have a taxonomy defined

  1. Security Type
    In which I defined
    A. Mutual Fund
    B. Stock

Second taxonomy I defined as
2. Family,
Within which sub category is
A. Member 1
B. Member 2
C. Member 3

Now if I can generate reports in different combinations like

  1. Mutual fund investment for all family members with investment against each member
  2. All investment of a family member (member 1)

I hope, I have been able to explain it properly!! If not, my apologies in advance.

A help will be very much appreciated

Thanks.

2

No, for the time being it is not possible to combine taxonomies like that.

3

Ok thanks.

But if made Possible, it will be really helpful to monitor family level investment.

Hope one day it will be implemented

With my best regards

4
  1. All investment of a family member (member 1)

This one is not a combination between taxonomies, is it ? So there should be no problem for this ?

If everyone invests in distincts stock/funds, then you can do sub-sub categories for case 1.

5

You are right. If there is a common securities among family members, then it may not work.

6

It would probably be better to use different securities accounts. But still, there is no way of combining account filters and taxonomy categories.

7

I already have three security account for each family member.

There is a concept of Family Wealth or Family Office. Where I monitor family level investment. Often one invests in name of family members for tax liability reduction purpose, In such scenario, monitoring investment at family level is imperative.

From this perspective, I was checking various options.

Thanks for your feedback.