AptaFund provides easy access to the reports you use most frequently from the Dashboard and My AptaFund. This feature includes both pre-defined reports and grid reports that you've saved and set to show in the Reports setup window.
The list of your favorite reports is sorted in the order you add them to your favorites, not in order alphabetically or by module.
Select Reports from the My AptaFund menu, and the Reports setup window opens.
Select the Module containing the report you want, or begin typing the report name in the Reports field.
Select the Report from the Reports pull-down list, and a group of setup fields are displayed.
Click the star beside
the report title to add the report to the My Reports list.
Repeat steps 3 - 4 for each report you want to add to your favorites.
Once you've starred one or more reports, they'll appear on your dashboard when you login to AptaFund and in the My Reports section of the My AptaFund menu.
Return to Reports and Exports Overview
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Version
4.1 © 2022 - Harris School Solutions - All rights reserved