Navigate Here: Reports > CIP Planning Reports > Misc. Reports > Fund Index Report
Fund Index Report is a report showing a list of the funds in the system.
You can configure the below settings before viewing the report. These settings will affect the content and layout of the report.
Sorted by: Define whether the funds listed in the report is sorted by Fund ID or Fund Name.
You can set the Page Number Format and the Starting Page Number in the report. The Page Number Format allows you to enter text, symbols, or numbers to help display the page numbers on the report. For example, if you wanted to include the word “Page” before each number you would enter this in the first format text box. The page numbers would appear as “Page 1”, “Page 2”, etc. The Starting Page Number allows you to modify the starting page on your report. This is used for display purposes only, and will not affect the output of the report. The default starting page number is 1.
Once you have finished, click the View Report button to open the report in a new window. Once the report is opened there are a number of features on the top navigation bar. You can export the report to PDF, Excel, Word, or RTF format by clicking the Export button. You can also navigate to another page using the page arrows, refresh the report by clicking the Refresh button, and adjust the zoom percentage of the report by selecting a different percentage in the dropdown box.
Below are the descriptions of the content contained in this report:
Fund No: This is the Fund ID field on the Fund General Information form.
Fund Name: This is the Fund Name field on the Fund General Information form.
Page: This is the Page Number field on the Fund General Information form.
