Jessica Renfro
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Plan to release to Sandbox in February, 2024.
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66 votesUnder Consideration · 6 comments · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Admin →Jessica Renfro supported this idea ·
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106 votesJessica Renfro supported this idea ·
Agree! Some $0 balance funds still show on this report, but others do not. You can run a current fund balance report through custom reports, but you cannot run a fund balance report as of a certain date. It would be great if a fund balance report could be run on any date and showed all $0 balance funds. Thanks for considering!