• To filter the Financial Statement on just one fund:

    1. Open the report parameters window.
    2. Select the Filters tab.
    3. Choose Selected from the Include drop-down menu.
    4. Click the binoculars binoculars in the Selected Filters field.
    5. Mark Selected.
    6. Enter the Fund ID in the Fund field, or click the binoculars to search for the fund.

     
  • To print a separate Financial Statement for each Fund:

    1. Open the report parameters window.
    2. Select the Format Tab.
    3. Select Sort.
    4. Mark the Print Separate Statement for Each checkbox.
    5. Select Fund from the drop-down menu.

     
  • To filter the Financial Statement for one Fund in each column:

    1. Open the report parameters.
    2. Select the Columns tab.
    3. Select the column to modify and click Open Column.
    4. Select the Fitters tab.
    5. Choose Selected from the Include drop-down menu. 
    6. Click the binoculars binoculars in the Selected Filters field. 
    7. Mark Selected. 
    8. Enter the Fund ID in the Fund field, or click the binoculars to search for the fund.

      Note: The same steps apply for filtering Financial Statements based on Projects, Account Attributes, Account Segments or any other filters that are available. Not all filters are available on all reports.

    Note: Each column's date parameters are defined separately.