There is a Summary report for funds in Default Reports.
- Navigate to the Reports page and click Default Reports in the left-side menu.
- Click Summary.
- Enter the applicable Edit Report Date (Custom Date) information, and then click Change.
- Select a range from the Edit Report Date (Common Ranges) to be taken directly to the report.
- Select a range from the Edit Report Date (Common Ranges) to be taken directly to the report.
A dashboard of transactions and activity grouped by fund groups will display.
Each number in the Fund Summary Report table is a hyperlink. Click a link to view all associated transactions or details.
Totals in this report include amounts from closed funds. Custom reports can be run to exclude specific funds.