Generating a Report for Active Funds with GOfund Connections
A step-by-step guide on generating a report for active funds with GOfund connections using the Report Wizard.
Generate Report using Report Wizard
1. Click on Fund Management.
2. Click on Tools.
3. Click on +New.
4. Click on Report Wizard.
5. Choose "Start a new report" and click on Next.
6. Type "Funds with GOfund Connections".
7. Select "Funds" from Primary record type:
8. Select "Connections (Connected From)" from Related record type, then click Next.
9. Select "Active Funds" from Used Saved View under Funds:
10. Select "GOfund Connections" from Use Saved View under Connections:
11. Select Status, Equals, "Active", then click on Next.
12. Click on Active.
13. Click on "Click here to add a grouping".
14. Select "Fund Name" from Column:
15. Select "Count" from Summary type, then click OK.
16. Click on "Click here to add a column".
Important: This step will be repeated later on to create a total of 3 columns.
17. Select "Connections" from Record type:
18. Select "Connected From" from "Column:", then click OK.
19. Add two additional columns.
Repeat Step 16 above to add each new column. Reference required selections for these new columns below.
19.1. Select "Connections" from Record Type: and "Connected To" from Column:
19.2. Select "Connections" from Record Type and "Starting" from Column Selections:
20. Confirm all fields are created as expected, then click on Next until you reach the confirmation page.
21. Click on "Run Report".