@archover, Thank you for the new “Investment Portfolio” report - this is really useful. Previously, I had to download and then filter the Loan report to get the same information.
Just one point - the column heading “Percentage of Portfolio” seems to be wrong; it looks like the average interest. I think both figures would be useful to see. To be clear, I would like to see both the average interest and the percentage of my portfolio, for each borrower.