FAQs: Reviewing All Funds
How do I individually select the funds that I want to see?
To individually select funds
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1
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In the wizard properties, clear the When Searching Funds, Go Directly from Fund Lookup to Review All behavior. |
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2
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In the Fund Search step, identify the funds you want to review. |
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3
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In the Select Fund ID table, select the check boxes for the individual funds you want to review. |
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4
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Click Review Selected Funds. |
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5
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Review the information under the Financial, Performance, Copies, and Fund Levels tabs for the selected funds. |
How do I go directly to all funds and skip the selection step?
To go directly to a list of all funds
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1
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In the wizard properties, select the When Searching Funds, Go Directly from Fund Lookup to Review All behavior. |
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2
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In the wizard properties, select the Select All default. |
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3
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In the Fund Search step, identify the funds you want to review. |
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4
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Review the information under the Financial, Performance, Copies, and Fund Levels tabs for the selected funds. |
How do I change the fiscal cycle or library defaults while using fund wizards?
Default values can only be changed using the Session Settings wizard. You must first use the Session Settings wizard to change these settings, and then proceed with the other wizards.
After using the Save Financial and Copies Data to a File helper, ###’s are displaying in the spreadsheet rather than the appropriate numeric values. Where’s the data?
Spreadsheet applications display ###’s when the columns are not wide enough to display all digits. Expand the column widths, and the numeric values should appear.
Related topics
Review All Funds Wizard
Session Settings Wizard: Acquisitions and Selection Lists
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