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Fund Reporting

Contents

There are a variety of both summary and detailed reports associated with Funds. These are accessible from the Reports button located in the menu bar.

  1. To print a report, select the desired report by clicking the appropriate button.
  2. A dialogue box will ask if you want to run the report for this fund only or the found set. Click the desired button.
  3. The Report dialogue box will appear. If you wish to enter a report name different from the default name listed, enter a new name in the Override field.

  1. Select the desired radio button at the bottom of the window to PrintPreview or Preview/Print.
  2. Click Continue.
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