Funds Summary Report

There is a Summary report for funds in Default Reports.

1. Navigate to the Reports page and click Default Reports in the left-side menu.
2. Click Summary.
   
   
   
3. Enter the applicable Edit Report Date (Custom Date), and then click Change.
   • Select a range from the Edit Report Date (Common Ranges) to be taken directly to the report.
     
     

You will see a dashboard of transactions and activity grouped by fund groups.

Each number in the Fund Summary Report table is a hyperlink. Click a link to view all associated transactions or details.