Data Grid with Target Percentages

I would like to create a data grid in the fund module that has a column showing Target percentages for each pool on the Asset Management tab, how can I do that?

Answer:

1. Create a new data grid view in the fund module on the Fund 1 tab. When you create the view, create it as a full view:

Configure View Settings

2.   Choose the fund and glyr tables:

3. Choose the Target Percent field and add it to the column output along with any other columns desired. Asset Strategy is one that is recommended to go along with Target Percent:

4. Click Save and Generate View

Notes: If you want to only see funds where the Target Percent is not 0.00, make a selection where Target does not equal 0.

If you want to see only funds where the Target Percent IS 0.00, remove the NOT clause: