Fund Summary
Adding filters to the fund summary report would be extremely helpful! We have managed ERA dollars that really skew the way our report looks and it would be helpful to have the ability to filter out certain fund groups so the charts make more sense for our development team, as well as if we could filter down by fund group to see more in-depth summary data.
Sidney Suttles
shared this idea
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Michelle Schneider
commented
Our team LOVES this report. We would also like a way to filter to a specific set of funds, accounts or fund advisors.