Saved Report Settings Used for Preview

Saved Report Settings Used for Preview

In this section, the name entered reflects the Saved Report name in the Fund Statement Report and Fund Statement Export menus.

The Preview button will launch the financial statement.

• Skip Prompts will launch the report in the FIMS Viewer based on the current saved report settings.

• Prompt will open the report to the Format Tab in the Fund Statement Report menu process.

NOTE: If the report has not been saved yet with any current additions or changes the Statement name will display a temporary name. The actual name of the last saved version of the statement will show to the right. 

Selecting Run Report will generate the report and open it in the FIMS Viewer.