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Fundwave Documentation : Fund Administration Software
Reports
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Design Your Own Reports
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Created by
Mohit Garg
, last modified by
Sonit Agrawal
on
21 Jan, 2022
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Add Fundwave Report Builder to MS-Excel
Add Fundwave Report Builder using Microsoft Store
Design MS-Excel Reports using add-in
Looping through entities (Advanced)
Fetching filtered entities (Expert)
Create a Portfolio Summary Report
Duplicate Asset Snapshots
Duplicate Asset Snapshots with Reporting Loops
Create Portfolio Snapshot Report using Fundwave Report Builder add-in
Supported fonts on Fundwave reports
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