Converting to Fund Statement Designer Formats

The steps below will show you how to convert your existing Fund Statements to the FSD formats.

1. In Fund Statement Designer select one of the 3 sample statements in the Statement Field.

2. Select the Row and Column Formats from your existing Fund Statement Report.

3. Under Save Options select Save Statement As and enter name for new Fund Statement Designer formatted fund statement and also the Saved Report.

4. Enter a new Saved Report Name for this Statement

5. Click Preview to launch the report.