Financial report fund filters
Provide the option to filters to include subfunds if the master fund is not included. At a minimum, provide a warning that the filter is incorrect if a user chose to filter on a subfund and does not include the master fund.
The Financial reports (Balance sheet and income statement) have been changed so the user can no longer filter on specific funds if the fund is tied to a master fund. When creating a filter, it is impossible to tell if a fund has a master fund.
There is a potential for reports to be run providing incorrect data because it appears as if the filter was applied, and it was not.
Wendy Ponting
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