Revshare to a diff fund - need a report
I need a report that shows funds with revshare that go to a different fund. I have a handful of these and need to track them to ensure accuracy.
I think the field name is 'revsharefunitid'. The field is called 'Give to' on the screenshot.
I just need this field to be made reportable, so I can pull it in a custom report.
I would expect I could create a report, using custom reports, that would show fund name/info INCLUDING what fund is receiving the revshare. Probably add a filter to only display records where the field is not null.
Thank you.
1
vote
Steve Leiga
shared this idea