Viewing the Fund Availability Report

Enterprise Admin users can view the Fund Availability Report in the system.

Complete the following steps to view the Fund Availability report:

1. As an Enterprise Admin user, select Administration > Fund > Fund Availability Report.
   The Fund Availability Report screen appears.
   
   
   
   

   The Fund Availablity Report can be exported to a CSV file by clicking the Export to CSV button.
   

2. Click a link under the Fund Number column to view details for a specific fund.
   
   
   
   

3. You can select Actions > Close Fund or view an audit trail by clicking the icon.