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Export Fund Terms / Links to all reports

It is possible to mass-export fund terms for all programs into an excel file. The file also includes links to all online reports including their language versions.

Export Fund Terms / Links to all reports — It is possible to mass-export fund terms for all programs into an excel file.

1. Go to Company profile / Mass Imports / Mass Fund Terms Import

Export Fund Terms / Links to all reports — Go to Company profile / Mass Imports / Mass Fund Terms Import

2. Export the data

Export Fund Terms / Links to all reports — Export the data

Continue your fund reporting workflow

This procedure is part of a repeatable fund factsheet production workflow. Continue with Fund factsheet production software and Fundpeak Knowledge Base.