Update Pre-Set Date Range for Fund Statement
  • 03 Dec 2021
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Update Pre-Set Date Range for Fund Statement

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Article summary

When a user pulls a report, it utilizes these dates. These dates can be changed to your specifications. This will show how to change parameters to the Fund Statement Dates.

  1. Click Reports > Browse Reports.
  2. Click Fund Statement.
  3. Click the ellipsis next to Fund Statement > Manage.
  4. Click Parameters and use the calendar tool to select start and end dates. Note: the end date is first. 
  5. Click Apply.


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