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ACQUISITIONS

Chapter 3. FUND ACCOUNT MAINTENANCE

   

 

Saving the “Clone All Funds” Summary Report

If the Produce Report options was selected during the Clone All Funds operation, you can save a copy of the report (in Microsoft Excel format) to your local workstation.

To save the “Clone All Funds” summary report:

  1. Click the Save link on the Clone All Funds Summary screen.
    • A standard Save As dialog displays, with a default filename assigned to the file.
  2. Enter the desired name for the file in the File name text box.

    NOTE: Be sure to retain the .xls extension at the end of the file name.

  3. Select the location in which you wish to save the file.
  4. Click the Save button to download the file.