Exporting distributions to excel
When exporting distribution data to excel it would helpful to have the quarterly averages, number of quarters and percentage listed in separate columns.
John Hansen
shared this idea
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Susan Lotreck
commented
This would be a bonus to have the export dump this info into separate columns with the Quarter headers too! For now, I use "text to column" to get the qtrly avg and the 20 qtr fund balances into separate columns and then take the time manually enter Qtr1-FY etc. headers too (a pain!). Our agency fundholders will request to see this report annually.
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Wendy Ponting
commented
It woud also be helpful to include the funtid as some funds have the same fund name