What are some Common Issues with Fund Statements

My fund statements aren't working.  How do I start to fix them?
The attached document contains troubleshooting steps for the most common issues seen with fund statements that are merged into Microsoft Word.

The following topics are covered:
  • What should I know before I start?
  • How do I fix my Export?
  • I'm getting an error on my template.
  • My merge fields are not working right.
  • Formatting my Fund Statements is a pain. Help please? 

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