Trends and Analysis - Funds Report

Trends and Analysis - Funds Report

This report analyzes Fund records based on the analysis code you specify. For example, you could run a report that provides the number of Funds that have a specific Subtype.

The fields displayed in this report vary depending on the analysis code you select. You must select an analysis code in order to run this report.

NOTE: You can export the data in this report to Microsoft Excel from the FIMS Viewer. Refer to Exporting Trends and Analysis Data to Excel for more information.

NOTE: You can access this report from anywhere in FIMS by selecting Reports > Funds > Trends and Analysis > Funds.

Click Run Report after making desired selections:

Fund Analysis Codes

You can use the following codes to analyze Fund data:

• (Fund) Class
• (Fund) County Code
• (Fund) Division Code
• (Fund) Endowment
• (Fund) Fee Code
• (Fund) Interest Code
• (Fund) Invest ID Code
• (Fund) Principle Access
• (Fund) Source Code
• (Fund) Spending Policy Code
• (Fund) Staff Code
• (Fund) Subtype
• (Fund) Type