How do I create a list of fund active on a specific date?

To get a list of funds that were active as of a specific date you can use the Fund Listing report.

In this example we will pull a listing of all funds active in 2015
 

1. Go to Reports>Funds>Fund Listing
2. Click OK
3. On the Selections tab add Date Established and use 1/1/1900 through 12/31/2015 as the criteria
4. Add Date Retired and use 01/01/16 through current date as the criteria
5. Add Date retired again and leave the criteria blank
6. Click on the Selection Criteria Button

7. Add parenthesis around the two date retired criteria

8. Click ok

9. Click Run report