In the Fund Advisor area, add a Filter Reports. Filters needed would be the fund checkboxes (DAF, Agency, Affiliate, Endowed) and the fund coding - Division, group and subgroup. For the profile, it should also allow filtering by profile type.
Export would be the fund and profile info.
Export should also have the option of whether to limit an advisor to showing once (with the first fund) or showing multiple times (one line for every fund they are linked to).
Yes, please! Any update on this idea?