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. Log in to the ONE system.

2. Select Menu/Favs > Order Mgmt > Fund Availability Report.
   The Fund Availability Report screen appears.
   
   
   
   

   
   

3. Click the Export to CSV button to export the report to a CSV file.
   

4. Click a Fund Number link to view details for a specific fund.
   The fund number details screen appears.