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