One fund is not Pulling on Fund Statement Export
  • 01 Jun 2023
  • Contributors
  • Dark
    Light
  • PDF

One fund is not Pulling on Fund Statement Export

  • Dark
    Light
  • PDF

Article summary

When running the fund statement or the fund statement export, one fund is being excluded from the report. The fund matches all of the selections in the criteria for the report, why is it not exporting out?

Answer:
This is due to the Allow Mail checkbox not being checked on the profile that is linked with the fund rep code on the fund.

Was this article helpful?