Fund Analysis - Not the report

Kim Matousek 2

I need a report/ export that gives me: 1. Fund ID 2. Fund Name 3. Goal 4. $$ up to a certain date 5. Amount on Proposals for a fund 6. Col 3- col4 -col5 Any thoughts? I would prefer not to make a custom crystal report.

Melissa Graves 2

Kim Matousek:
I need a report/ export that gives me: 1. Fund ID 2. Fund Name 3. Goal 4. $$ up to a certain date 5. Amount on Proposals for a fund 6. Col 3- col4 -col5 Any thoughts? I would prefer not to make a custom crystal report.

Unfortunately you have not described any canned report in RE or fields exportable in a fund export - so you will likely be doing a custom crystal report - and to boot, a very complex one.