Add additional selection criteria for fund statement reporting/exports

Add additional selection criteria to the fund statements and fund report exports: ability to pull by fund name and/or fund alpha sort ability to pull multiple funds outside of a range ( or ability to include/exclude funds within a range) additional selections based on fields in Fund1 tab    Impact: In addition to statements for all funds at scheduled times (quarterly or semi-annually), we often have to produce monthly reports for a small group of funds. This would make it easier to produce those as a batch rather than one at a time or having to delete unnecessary reports from a larger batch.
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  • Aug 11 2015
  • Reviewed: Voting Open
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  • +30