1. Go to Records > Funds and open the Fund record.
  2. Go to File > Preview > Profile and select Add New to add a new Fund Profile.
  3. Mark any necessary settings on the General, Profile Contents, and Format tabs of the report setup screen.
  4. Mark to include Fund Information on the Profile Contents tab to get general information about the Fund record.
  5. Click Print or Preview on the bottom, right-hand corner of the Fund Profile setup screen to generate the report.