Apply Fund Statement Formats to Funds, Fund Groups, Subgroups, Divisions, and Segments

Once custom templates and fund statement formats have been created, bulk edit functionality can be used to set the statement formats on funds, fund groups, subgroups, divisions, and segments. 

Apply Format to Funds

You may have a different statement format for DAF funds than endowed funds or have a specific logo you want for a particular fund statement, which would require more than one fund statement format. Using this method to set the fund statement format may be repeated as many times as necessary, but you must leave the default checkbox blank when setting the format.

1. Navigate to the Funds page and click Bulk Edit in the left-side menu.
2. Scroll over to the Statement Format column and use the drop-down menu to select the Statement Format for applicable funds.
   
   
   
3. Click Update.
   
   
   

Apply Format to Fund Groups, Subgroups, Divisions, and Segments

1. Navigate to the Funds page and click List Groups in the left-side menu.
2. Click the ID of the Fund Groups, Fund SubGroups, Fund Divisions, or Fund Segments to which you want to apply a format.
   
   
   
3. Click Bulk Edit Funds in the left-side menu.
4. Scroll over to the Statement Format column and use the drop-down menu in the Default  (top) row to select the Statement Format.  
   • The selected Statement Format will apply to all funds listed in the group, subgroup, division, or segment regardless of whether a statement format was already selected.
     
     
     
     
5. Click Update.